IRA Operations Specialist (Charlotte)
$43K - $53K/yr
Exempt Full Time/Part Time: Full-Time Job title: IRA Operations Specialist- Hybrid Opportunity This ... Tags: IRA, Mutual Fund, Banking, Hybrid, 401K, IRA Administrator, IRA Specialist Division:
IRA Operations Specialist (Charlotte)
$43K - $53K/yr
Exempt Full Time/Part Time: Full-Time Job title: IRA Operations Specialist- Hybrid Opportunity This ... Tags: IRA, Mutual Fund, Banking, Hybrid, 401K, IRA Administrator, IRA Specialist Division:
Office Administrator
Missoula, MT · On-site
$18 - $22/hr
Office Administrator Rockin Rudy 's is a 'must see' destination in Missoula. Our retail store ... part-time employees. Additionally, we offer a Simple IRA with a match, store discounts, and more!
Office Administrator
Missoula, MT · On-site
$18 - $22/hr
Office Administrator Rockin Rudy 's is a 'must see' destination in Missoula. Our retail store ... part-time employees. Additionally, we offer a Simple IRA with a match, store discounts, and more!
DOE Part-Time Bookkeeper & Finance Administrator Location: Hybrid Albuquerque, NM (Required ... Experience administering retirement plans, such as SIMPLE IRA. Experience managing bookkeeping for ...
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DOE Part-Time Bookkeeper & Finance Administrator Location: Hybrid Albuquerque, NM (Required ... Experience administering retirement plans, such as SIMPLE IRA. Experience managing bookkeeping for ...
Part-Time Bookkeeper & Finance Administrator Location: Hybrid - Albuquerque, NM (Required: Minimum ... Experience administering retirement plans, such as SIMPLE IRA. Experience managing bookkeeping for ...
Part-Time Bookkeeper & Finance Administrator Location: Hybrid - Albuquerque, NM (Required: Minimum ... Experience administering retirement plans, such as SIMPLE IRA. Experience managing bookkeeping for ...
Part-Time Bookkeeper & Finance Administrator Location: Hybrid - Albuquerque, NM (Required: Minimum ... SIMPLE IRA. ● Experience managing bookkeeping for multiple entities or organizations. ● ...
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Part-Time Bookkeeper & Finance Administrator Location: Hybrid - Albuquerque, NM (Required: Minimum ... SIMPLE IRA. ● Experience managing bookkeeping for multiple entities or organizations. ● ...
Part-Time Bookkeeper & Finance Administrator Location: Hybrid - Albuquerque, NM (Required: Minimum ... SIMPLE IRA. • Experience managing bookkeeping for multiple entities or organizations. • ...
Part-Time Bookkeeper & Finance Administrator Location: Hybrid - Albuquerque, NM (Required: Minimum ... SIMPLE IRA. • Experience managing bookkeeping for multiple entities or organizations. • ...
Phlebotomist I Part-Time
Babylon, NY · On-site
$18.70/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Babylon, NY · On-site
$18.70/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Langhorne, PA · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Langhorne, PA · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Belleville, NJ · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Belleville, NJ · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Newark, NJ · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Newark, NJ · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Arlington, MA · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Arlington, MA · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Brookline, MA · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Brookline, MA · On-site
$17.76/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Abington, PA · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Abington, PA · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Rockville, MD · On-site
$18.39/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Rockville, MD · On-site
$18.39/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Coppell, TX · On-site
$17.71/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Coppell, TX · On-site
$17.71/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Nashua, NH · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Nashua, NH · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Corpus Christi, TX · On-site
$16.69/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Corpus Christi, TX · On-site
$16.69/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Leesburg, VA · On-site
$18.39/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Leesburg, VA · On-site
$18.39/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Baltimore, MD · On-site
$18.39/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist II Part-Time
Baltimore, MD · On-site
$18.39/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Hartford, CT · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Phlebotomist I Part-Time
Hartford, CT · On-site
$16.83/hr
... or ROTH IRA with company match up to 5% after 12 months of service * Annual incentive plans ... Administer oral solutions according to established training. * Research test/client information and ...
Part Time Ira Administrator information
What are the most commonly searched types of Ira Administrator jobs? The most popular types of Ira Administrator jobs are:
$43K - $53K/yr
Part-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 10 days ago
Job description
Position Title: IRA Operations Specialist
Location: Charlotte, NC
Category:
Shareholder Services/Operations
Exempt/Non-Exempt:
Exempt
Full Time/Part Time:
Full-Time
Job Description:
Job title:
IRA Operations Specialist- Hybrid Opportunity
This position will work in our Charlotte office every Tuesday. Candidates must reside in the Charlotte, NC area.
Company intro:
Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.
Job position description:
We are looking for an IRA Operations Specialist. The ideal candidate will:
- Be responsible for the daily processing of lockbox exceptions for payments in RolloverHQ (This includes all lines of business: ARO, Assisted Roll-In, AP, and TSA funding).
- Review and accurate processing of any participant-driven paperwork received
- Under guidance of IRA Operations Specialist II or Manager, match funding exceptions to unfunded accounts on IRASmart.
- Monitor Operations Request system for follow-up needed form IRA Operations team and coordinate obtaining the information for response.
- Coordinate and retain correspondence to the participant’s record in IRA Smart and HQ, via Operations Request system.
Pay Range: $43,000- $53,000 annually
Shift: Monday - Friday. This position is required to be in the office every Tuesday and as needed.
Top benefits or perks:
As a team member at Retirement Clearinghouse, you’ll enjoy:
- A culture that fosters a positive work life balance.
- Hybrid work opportunities.
- Competitive hourly rate with Bonus potential.
- 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
- Paid holidays
- Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
- 401k eligibility and 100% vesting with employer matching on day 1 of employment.
- Professional Growth and Career Advancement Opportunities
Training is provided to all new hires to help you achieve your goals and ensure your success! Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!
Location:
Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.
Salary Range:
$43-$53 annual
Shift:
Days
Work Schedule:
M-F Days
EOE Statement:
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Tags:
IRA, Mutual Fund, Banking, Hybrid, 401K, IRA Administrator, IRA Specialist
Division:
Retirement Clearinghouse LLC
Compensation details: 43000-53000 Yearly Salary
PI15900c6c4d83-38003-41163621
About Retirement Clearinghouse
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Charlotte, NC, US
Year founded
2001