Clerical Assistant - IRA

Job Description

Job Description

Job Summary/Company : Sparks Group is supporting 6-month contract position that will provide essential clerical and administrative support to the IRA Department, focusing specifically on the Deceased Accounts with Joint Owners Project. Working under direct supervision and following established procedures, the role is responsible for processing assigned accounts, preparing critical documentation, and assisting with member outreach. This is a routine, highly detail-oriented position where all tasks must be completed in strict accordance with internal organizational policies and regulatory requirements. Please apply today!

• Administer and process assigned deceased account cases in strict alignment with established organizational procedures and regulatory guidance.

• Review and validate incoming legal and financial documentation to guarantee completeness, accuracy, and compliance.

• Maintain meticulously organized files and documentation to ensure constant readiness for internal and external audits.

• Coordinate the preparation, assembly, and distribution of standard member correspondence and required forms.

• Engage with joint account owners via phone using approved scripts, delivering compassionate, professional guidance regarding next steps and account transitions.

• Produce and update standard letters and templates utilizing Microsoft Word.

• Track case statuses, key milestones, and deadlines utilizing Excel and internal department tracking tools.

• Ensure data integrity by inputting and maintaining accurate, up-to-date records within Salesforce and other internal databases.

• Identify and escalate operational exceptions, account discrepancies, or complex member concerns to the project lead for resolution.

• Uphold strict confidentiality and data security standards when handling sensitive member information and personally identifiable information (PII).

• Perform additional clerical and administrative duties as assigned to support department workflow.

• High school diploma or equivalent required.

• 3+ years of clerical or administrative experience preferred; experience in a financial institution or professional office environment is a strong plus.

• Proficiency in Microsoft Office Suite, with a strong emphasis on Word and Excel.

• Basic working knowledge of Salesforce or a similar CRM/database system.

• Strong data entry and documentation skills with a high level of attention to detail and accuracy.

• Effective organizational and time management skills, with the proven ability to multitask and manage an assigned workload.

• Ability to work independently within established guidelines and follow written and verbal instructions in a structured environment.

• Good verbal and written communication skills, including a professional and courteous phone manner.

• Must pass background and credit check.

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This job is In-Person.

We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees.

Download the Sparks Group mobile app from Apple App Store or Google Play .

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Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.