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IRA Specialist

Kelly Services

Fort Washington, PA
Job Code:
  • Financial Services
Kelly Services
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Job Details

Job Title IRA Specialist

Jobid US24R3DL_BH1433515

Location: Fort Washington, PA, 19034, USA

Description Kelly Services is currently seeking an **IRA Specialist** for a financial services company offering financial products for consumers, businesses, automotive dealers and corporate clients located in **Fort Washington, PA.**

An IRA Specialist supports the IRA Department to achieve the corporate goals for growth, retention and quality service for the Department. Candidate may have direct customer contact and must be able to provide superior customer service.

**Job Title: IRA Specialist**
Location: Fort Washington, PA 19034
Job Type: Temporary
Length: 4/16/18 - 10/31/18
Hours: 40 hours/week, 8 hours/day
Pay Rate: $18.00 - $22.50 per hour

**Job Responsibilities**
• Responsible for the resolution of IRA requests and completes research needed to resolve issues and open accounts
• Completes filing and file maintenance, both physical and electronic.
• Interacts with the Customer Call Center, Company Bank customers, as well as non-customers
• Interacts with various departments within operations to remediate customer issues and discover solutions for case resolution.
• Ensures Company Bank complies with applicable regulations and statutes
• Maintains knowledge of Company Bank’s products and services
• Completes various reports to management.

• 2-3 years of Retail Branch Banking experience with basic knowledge of IRA rules and regulations.
• Outstanding customer service, communications and teamwork skills required
• Knowledge of Company Bank’s products and services.
• Strong working knowledge and ability to utilize multiple systems within the bank.
• Strong organizational & interpersonal skills.
• Proficiency in Windows-based PC skills and Microsoft Office required
• Attention to detail is required
• Ability to multi-task and to effectively process diverse workloads concurrently
**If interested in the position please send a follow up email with your resume to** **** **for further consideration.**
**Thank you for your time and I look forward to working with you!**

**Questions? Chat with a Recruiter by clicking this link:**

**Why Kelly** **®** **?**

With Kelly, accounting and finance professionals like you will have access to some of the world’smost respected companies—providing you with challenging, high-visibility projects that can transformyour career. We work with 95 of the Fortune 100™ companies, and more than 3,000 finance and accountinghiring managers rely on us each year to access the best temporary and full-time talent: people likeyou.

Let us help advance your career today.

**AboutKelly Services** **®**

As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 peoplearound the world and have a role in connecting thousands more with work through our global network oftalent suppliers and partners. Revenue in 2017 was $5.4 billion. Visit and connect with us on Facebook, LinkedIn and Twitter .

Kelly Services is an equal opportunity employer including, but not limited to, Minorities, Females,Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and iscommitted to employing a diverse workforce. Equal Employment Opportunityis The Law.

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