Remote Tax-Advantaged Accounts Associate
SECU
Raleigh, NC
- Remote job
SECU in Raleigh, NC is seeking a motivated TAS Associate to support tax-advantaged accounts. You will handle baseline processing, QA, and inquiries while learning IRS codes and credit union policies. Focus areas include account openings, withdrawals, QCDs, and routine ledger reconciliation; you will respond to member and branch questions and participate in ongoing training to master retirement plan rules. #J-18808-Ljbffr SECU
Vacancy posted 2 days ago
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