![Valley Bank](https://assets.careerarc.com/companies/3368/logos/primary_4819_thumb_med.jpg?1578598745)
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