Operations Specialist

Shareholder Services/Operations

Exempt

Full-Time

Job title:

IRA Operations Specialist- Hybrid Opportunity

This position will work in our Charlotte office every Tuesday. Candidates must reside in the Charlotte, NC area.

Company intro:

Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

Job position description:

We are looking for an IRA Operations Specialist. The ideal candidate will:

• Be responsible for the daily processing of lockbox exceptions for payments in RolloverHQ (This includes all lines of business: ARO, Assisted Roll-In, AP, and TSA funding).
• Review and accurate processing of any participant-driven paperwork received
• Under guidance of IRA Operations Specialist II or Manager, match funding exceptions to unfunded accounts on IRASmart.
• Monitor Operations Request system for follow-up needed form IRA Operations team and coordinate obtaining the information for response.
• Coordinate and retain correspondence to the participants record in IRA Smart and HQ, via Operations Request system.

Pay Range: $43,000- $53,000 annually

Shift: Monday - Friday. This position is required to be in the office every Tuesday and as needed.

Top benefits or perks:

As a team member at Retirement Clearinghouse, youll enjoy:

• A culture that fosters a positive work life balance.
• Hybrid work opportunities.
• Competitive hourly rate with Bonus potential.
• 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
• Paid holidays
• Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
• 401k eligibility and 100% vesting with employer matching on day 1 of employment.
• Professional Growth and Career Advancement Opportunities

Training is provided to all new hires to help you achieve your goals and ensure your success! Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location:

Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

Days

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

IRA, Mutual Fund, Banking, Hybrid

Retirement Clearinghouse LLC

MINIMUM QUALIFICATIONS

• High School Diploma is required; BS/BA in Business or related field is preferred.
• At least 1-2 years of experience in an office/clerical environment.
• Proficiency in Microsoft Office software including Excel, Word, Outlook and Internet Explorer
• The ability to sort and manipulate data in Excel and complete data merging in Word
• Flexibility and the ability to work in a fast-paced environment
• Attention to detail
• Excellent computer skills, especially with internet research
• Strong judgment and problem resolution skills and must be resourceful enough to keep searching for information
• Strong organizational and time management skills
• The ability to multi-task, work independently and prioritize workload

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.

Compensation details: 43000-53000 Yearly Salary

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