IRA Specialist Resume

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Here is the IRA Specialist Resume example:

Thomas Kittleson

4583 Lady Bug Drive

Staten Island, NY 10306

(555)-555-5555

[email]

Job Objective Looking for work within the company in the position of IRA Specialist. Experienced with behind the scenes managerial duties as well as hands-on work in the industry.

Highlights of Qualifications:

Remarkable experience in CD & IRA processing
Huge knowledge of IRA rules
Steep knowledge of Ally Bank’s products
Familiarity with Windows-based PC skills
Amazing ability to multi-task

Professional Experience:

IRA Specialist

Capital One, Staten Island, NY

May 2006 – Present

Managed operational administration of Individual Retirement Accounts.
Handled IRS compliance and system integrity.
Assessed receipt of Retirement Account Transaction forms.
Aided employees and customers.
Updated individual customer files.
Administered Retirement account transfer requests.
Reviewed IRA distributions and conducted research.

IRA Specialist

Ally, Staten Island, NY

March 2003 – April 2006

Acted as primary contact for resolution of IRA issues.
Managed filing and file maintenance.
Coordinated with Customer Call Center.
Suggested policy changes to management.
Formulated varied reports for management.

Education

Bachelor’s Degree in Accounting

St. Francis College, Brooklyn, NY