IRA AdministratorValley National Bancorp • Clifton, NJ, US
IRA Administrator
Valley National Bancorp • Clifton, NJ, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
Job Posting
Responsibilities include but are not limited to :
- Open, maintain, and close IRA accounts for clients, following IRS rules and procedures, including handling decedents accounts and calculating Required Mandatory Distributions.
- Process IRA contributions, distributions, rollovers, transfers, and conversions.
- Assist Enterprise Reporting manager with the preparation and filing of the applicable IRS tax forms and reports, such as Form 5498 and Form 1099-R.
- Answer client inquiries and provide information on IRA rules.
- Stay updated on IRA regulations, policies, and best practices, and attend training sessions as required. Provides guidance on regulations to branch personnel.
- Assist with various projects as needed.
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Administrator • Clifton, NJ, US
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