Valley Bank Job - 49881266 | CareerArc
  Search for More Jobs
Get alerts for jobs like this Get jobs like this tweeted to you
Company: Valley Bank
Location: Clifton, NJ
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include but are not limited to:

  • Open, maintain, and close IRA accounts for clients, following IRS rules and procedures, including handling decedents accounts and calculating Required Mandatory Distributions.
  • Process IRA contributions, distributions, rollovers, transfers, and conversions.
  • Assist Enterprise Reporting manager with the preparation and filing of the applicable IRS tax forms and reports, such as Form 5498 and Form 1099-R.
  • Answer client inquiries and provide information on IRA rules.
  • Stay updated on IRA regulations, policies, and best practices, and attend training sessions as required. Provides guidance on regulations to branch personnel.
  • Assist with various projects as needed.


 Apply on company website