American Express

Specialist Administrator

American Express

115 W Towne Ridge Pkwy, Sandy, UT 84070, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 115 W Towne Ridge Pkwy, Sandy, UT 84070, USA
Job Qualifications
  • 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.

Required Skills
  • Time Management

  • MS Excel

  • MS Word

  • MS Outlook

  • Conflict resolution skills

  • Phone etiquette skills

Soft Skills
  • Process Improvement

  • Verbal communication

  • written communication

  • Multitasking Skills

  • Adaptability

Compensation

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.

Additional Information
American Express is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 17th, 2021
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About American Express

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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