Tax & Systems Support Associate-IRA Coordinator

Job Summary

Responsible for the administration, processing, reporting, and compliance oversight of Individual Retirement Accounts (IRAs), pension distributions, savings bonds, certificates of deposit, and related wealth management operational activities. This role maintains accurate retirement account documentation, processes transactions, manages annual tax reporting and Required Minimum Distribution (RMD) obligations, and ensures compliance with regulatory requirements and internal controls.

Serves as the primary contact for IRA-related inquiries, resolving issues and supporting process and system improvements.