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Tax-Advantaged Accounts Specialist

State Employees' Credit Union

State Employees' Credit Union in Raleigh, NC seeks TAS Associate to provide operational support and help master compliance rules for IRAs, HSAs, and education savings plans, handling basic withdrawals, conversions, and routine postings. You will perform quality control audits, process standard requests, and participate in ongoing retirement framework onboarding and regulatory training. #J-18808-Ljbffr State Employees' Credit Union

Vacancy posted 1 day ago
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