Ira Specialist Resume Samples

An Ira Specialist is responsible for developing IRA rate sheets and preparing transfers, distributions, rollovers, conversions, and death claims. A well-drafted Ira Specialist Resume mentions the following core duties and responsibilities – maintaining retirement records, undertaking responsibility for current and proper financial statements and reports; utilizing database or system to process transactions and retrieving information, utilizing database or systems to process transactions and retrieving information; managing operational administration of IRA, handling IRS compliance and system integrity, assessing receipt of retirement account transaction forms, aiding employees and customers, administering retirement account transfer requests, and reviewing IRA distributions and conducting research.

Summary of qualifications that highlight a resume includes – remarkable experience in CD and IRA processing, solid knowledge of IRA rules and regulations, steep understanding of all banking products, familiarity with Windows-based PC skills, and the ability to multitask. A finance or accounting degree is often seen on eligible resumes.

 

Ira Specialist Resume example

Ira Specialist Resume

Summary : Have worked in retail in the past as part time employment. I have good communication and listening skills. I pay attention to detail and work till I finish my assigned job. Ensuring the well-being and enhanced the lives of individuals with developmental disabilities in a group home setting through health management, living assistance, and companionship. Measuring, recording, and administering multiple medications per doctor's prescriptions.

Skills : Microsoft Excel, Microsoft Word, Microsoft Outlook, FDM4, Customer Service, Problem Solving, Product Development, Data Management, Logistics, Routing.

Description :

    1. Updated to clients IRA's.
    2. Contacted clients when needed to resolve issues regarding their accounts.
    3. Worked with other departments to get my dept.
    4. Provided support and supervision to individuals with developmental disabilities in group homes or independent living.
    5. Assisted with personal care, cooking, cleaning, and other daily living skills as needed.
    6. Dispensed medication to individuals is required.
    7. Provided direct care to developmentally disabled adults, while administering medication and adhering to management requests.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School In Business


Ira Specialist Resume

Summary : To obtain a position in the Ira Specialist while remaining an active participant in community building initiatives. Preparing and recording intake of food in accordance with strict dietary restrictions and specific meal protocols. Performing or assisting clients with cleaning, organization and personal hygiene tasks. Administering and supervising onsite and off sight outings and visitations.

Skills : Reliable , Respectable, Honest, Responsible, Compassionate, Positive Attitude, Leadership, Organized, Ability To Work As A Team Or Independently, Time Management, Able To Multi-task, Quality Of Patients Care.

Description :

    1. Administered IRAs, ESA and HSA accounts.
    2. Updated procedures and train staff on updated IRS regulations.
    3. Audited transactions and correct reporting codes as needed.
    4. Calculated and set up required minimum distributions, along with other required distributions.
    5. Manually corrected IRS reporting forms, as needed.
    6. Kept inventory and order departmental supplies.
    7. Assisted other positions in the department as needed.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
AS In Business


Ira Specialist Resume

Summary : Ira Specialist with 8 years of experience in Encouraging or maintaining personal development with sincere and meaningful interaction. Delivering quality care to disabled adults. Assisting in completion of daily logs, documentation, and development of program and goals. Responsible for implementation of individual programs.

Skills : Customer Service, Stocking, Cash Handling.

Description :

    1. Responded appropriately to the physical, emotional and developmental needs of patients.
    2. Assisted patients with bathing, oral hygiene, grooming, feeding and elimination.
    3. Helped patients move in and out of beds, baths, wheelchairs and automobiles.
    4. Cooked appetizing and healthy meals and snacks.
    5. Scheduled and accompanied clients to medical appointments.
    6. Maintained a clean, healthy and safe environment.
    7. Maintained sanitary residents' and program rooms.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA

Ira Specialist Resume

Summary : Enjoy working in a fast pace environment I get along great with others I'm a hard worker Respectful Great communication skills Outgoing and personable. Providing complete care for adult residents who are developmentally disabled. Overseeing medical and hygienic care for patients. Assisting in implementation of individuals' programs. Providing safe, clean environment for all residents. Assisting individuals as needed in all activities, areas of daily living and personal care needs. Building rapport with individuals.

Skills : Therap Servieces, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Powerpoint.

Description :

    1. Assisted individuals as needed in all activities, areas of daily living and personal care needs.
    2. Responsible for implementation of individual programs.
    3. Assisted in development of program goals.
    4. Safely transports individuals to and from activities and appointments.
    5. Assisted in completion of daily logs, pertinent forms and documentation.
    6. Completed all areas assigned through shift responsibility sheets to ensure health and safety of individuals.
    7. Administered medication following proper procedures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate Degree Liberal Arts

Ira Specialist Resume

Headline : Reliable and mature college graduate seeking a job with a nursing aide or health services environment to gain experience and insight into the industry for a future career in nursing. Processing IRA distributions, balance brokerage IRA accounts. Processing IRA maintenance and assisted internal/external customers with problem resolutions. Maintaining departmental quality control goals 98% or better.

Skills : Cash Register/Money Handling, Microsoft Office, Social Media.

Description :

    1. Assisted disabled individuals in activities of daily living i.e. cooking, cleaning, toileting, bathing, etc.
    2. Provided transportation via agency van.
    3. Advocated for them at appointments.
    4. Administered medications and documenting on EMAR.
    5. Documented ISP date via Therap.
    6. Kept up with certifications.
    7. Helped the individuals achieve the most amount of independence possible in their daily lives.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma In Education

Ira Specialist Resume

Summary : A positive, people-focused individual, with 11 years of experience building human capital. I am seeking fast-paced work where I can solve problems to improve the company I work for. I am seeking a position where my natural curiosity and interest in people and things is best utilized every day in making both the business and people around me successful and happy.

Skills : Microsoft Office, Communication.

Description :

    1. Helped make meals, and served them as per the individuals diet.
    2. Passed medications.
    3. Helped individuals get to and from appointments.
    4. Scheduled individuals monthly outings.
    5. Filled out paperwork for camps, trips.
    6. Talked with family members and helped with concerns they had.
    7. Scheduled appointments.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Ira Specialist Resume

Headline : To obtain an Ira Specialist position that will stimulate growth, and the opportunity to benefit from valuable employment experiences. Assisting in the completion of daily logs, pertinent forms and documentation, & the development of program goals. Responsible for implementing individual programs, & assisting individuals as needed in all activities and areas of daily living, as well as safely transporting individuals to and from activities and appointments.

Skills : Healthcare/ Dietary / Pca, Human Resources, Customer Service.

Description :

    1. Managed IRA documents received from the branches.
    2. Assisted over 50 branches with daily questions.
    3. Handled IRS reporting for IRAs.
    4. Started out handling legal processing.
    5. Went to Boston MA to IRA school in 2010.
    6. Completed IRA school I was promoted to handling the IRA department.
    7. Used Used Microsoft word and excel.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate In Legal Assistant

Ira Specialist Resume

Headline : To use my effective interpersonal skills, knowledge, and strong work ethic to further the organizational mission of your company. Following safe lifting techniques and individual resident lifting instructions. Respecting and maintaining the confidentiality of the program participants. Administering IRAs in-house oppose to a third-party administration. Creating checklist for IRAs and HSAs to assist front line.

Skills : Microsoft Office, Reporting, Case Management.

Description :

    1. Developed IRA rate sheets and prepares transfers, distributions, and closures in accordance with government regulations and bank policies.
    2. Maintained retirement records and is responsible for current and proper financial statements and reports.
    3. Project led that initiated and developed the process of documentation of all departmental procedures and responsibilities.
    4. Project led that initiated and developed the process of documentation of all departmental procedures and responsibilities.
    5. Traveled Conversion Team Member that brought over new brokerage firms to Scott & Stringfellow.
    6. Trained incoming personnel on IRA roles, responsibilities, and system functionality in accordance to government and bank compliance policies.
    7. Communicated effectively and worked closely with brokers and office support staff in over 30 offices.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Marketing Management

Ira Specialist Resume

Summary : To obtain a position as an entry level, Registered Respiratory Therapist. Using SCIP-R CPR Medication administration Lifting and transferring. Performing housekeeping duties and laundry as assigned. Learning about the business and having a good impact on the company by doing whatever it is that I have to do.

Skills : Microsoft Office Suite, Quick Books, Automate Reynolds , Reynolds System, FAW , CASS And Lemans.

Description :

    1. Assisted Individuals with developmental disabilities with carrying out ADL's.
    2. Promoted independence among each individual.
    3. Used proper interventions as outlined by - NYS OMRDD such as SCIP-R responsibly ensuring that all required paper work (logs, MAR's, behavior forms) are filled out before the end of each shift.
    4. Ensured consumer safety by following appropriate lifting and transferring techniques - Administering oral, topical, and inhaled medications and performing clinical procedures including: colostomy care, Gastrostomy tube care, home nebulization, CPAP, and Oxygen Administration.
    5. Identified when emergent care is required.
    6. Student Clinical Experiences: - Highpointe on Michigan - Roswell Park Cancer Institute, - St.
    7. Used Project Coordination Cross Functional Communications Relationship Building Team Leadership Staff Training and Development Process Improvements Report Generation Business Analysis Multi-tasking in pressure environment Customer Service Data Entry/Retrieval.
                        Years of Experience
                        Experience
                        10+ Years
                        Experience Level
                        Level
                        Senior
                        Education
                        Education
                        Associates In Applied Science

                        Ira Specialist Resume

                        Summary : Seeking a challenging and responsible Ira Specialist position where my skills, education, and practical experience will be utilized. This position should providing opportunity for professional growth and compensation should commensurate with overall ability. Assisting the team or management wherever needed to meet goals and expectations. Working on A/S 400 system. Cleaning house.

                        Skills : Management, Problem Solving, Counseling, Hospitality.

                        Description :

                          1. Handled day to day processing of requests from branch associates, other Capital One departments and customers on Certificate of Deposit (CD), Individual Retirement Accounts (IRA), and CDARS products.
                          2. Responded to inquiries via emails, faxes, mail correspondences and telephone calls on Branch Associate Support Line and other various reports.
                          3. Analyzed and balanced general ledger on Non IRA and IRA Savings Accounts.
                          4. Updated databases to ensure that information is accurate, complete and accessible.
                          5. Diligently followed up on all outstanding request and telephone calls from internal and external customers.
                          6. Handled escalated issues from Customer Advocacy regarding IRA Accounts.
                          7. Ensured transactions are within compliance with the IRS and IRA rules and regulations.
                        Years of Experience
                        Experience
                        7-10 Years
                        Experience Level
                        Level
                        Management
                        Education
                        Education
                        M.B.A.