Overview

Position Title: IRA Operations SpecialistLocation: Charlotte, NCCategory: Shareholder Services/Operations Exempt/Non-Exempt: Exempt Full Time/Part Time: Full-Time Job Description: Job title:IRA Operations Specialist- Hybrid OpportunityThis 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 receivedUnder 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 holidaysMedical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment401k eligibility and 100% vesting with employer matching on day 1 of employment.Professional Growth and Career Advancement OpportunitiesTraining 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 Division: Retirement Clearinghouse LLC MINIMUM QUALIFICATIONS High School Diploma is required; BS/BA in Business or related field is preferred.At least 1-2 years of experience in an office/clerical environment.Proficiency in Microsoft Office software including Excel, Word, Outlook and Internet ExplorerThe ability to sort and manipulate data in Excel and complete data merging in WordFlexibility and the ability to work in a fast-paced environmentAttention to detailExcellent computer skills, especially with internet researchStrong judgment and problem resolution skills and must be resourceful enough to keep searching for informationStrong organizational and time management skillsThe ability to multi-task, work independently and prioritize workload Retirement Clearinghouse is an E