IRA & Investment Solutions Specialist
Lake Trust Credit Union
Lake Trust Credit Union seeks an IRA/Investment Specialist to manage the IRA program and related accounts. You will train Onstage staff, coordinate with Financial Life Planning, and ensure tax reporting deadlines are met. Your role requires IRA and investment knowledge, strong MS Office skills, and excellent communication. You will assist members by phone and help keep disclosures compliant with Compliance & Legal. #J-18808-Ljbffr Lake Trust Credit Union
Vacancy posted 4 days ago
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