
Specialist Administrator
The position will be responsible for daily review of all activity on IRA accounts to ensure transactions are processed correctly and forms are completed to prevent and minimize any tax reporting issues. Monitor, process, & verify daily transactions and scheduled distribution/contributions, including annual required minimum distributions. Processes and verifies new and revised customer IRA account documentation, including monetary and non-monetary maintenance Reviews and records accurate account corrections for tax reporting. Maintains thorough knowledge and expertise in current IRA rules and regulations. Develop procedures, provide guidance on process improvement measures to streamline operations. Provide guidance and adhere to policies and procedures for opening and maintaining IRAs.
Certified IRA Services Professional (CISP) is a plus
Must be flexible and adjust to schedule and adapt to the changing needs of the department
Ability to work effectively and build relationships both internally and externally.
Time Management
MS Excel
MS Word
MS Outlook
Conflict resolution skills
Phone etiquette skills
Process Improvement
Verbal communication
written communication
Multitasking Skills
Adaptability
According to JobzMall, the average salary range for a Specialist Administrator in 115 W Towne Ridge Pkwy, Sandy, UT 84070, USA is between $53,000 and $67,000. This range is based on salary data collected from employers in the area. Salaries may vary depending on factors such as experience, qualifications, and the specific job role.
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American Express Co. operates as a global services company, which engages in the provision of credit card, financial, and global travel services. It operates through the following business segments: U.S. Card Services, International Card Services, Global Commercial Services, Global Network & Merchant Services, and Corporate.

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