IRA & HSA Operations Specialist

Beacon Bank; Pittsfield (MA); On-site; USD 28,000 - 40,000; Full time

Job summary

Beacon Bank in Boston or Pittsfield is seeking an administrator for Retirement and Health Savings deposits within the Deposit Operations team. You will serve as IRA and Health Savings resource for customer service, ensuring transactions follow procedures and comply with tax and regulatory requirements.

You will participate in system conversions and upgrades, support communications, and help maintain forms and procedures.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of customer service experience.
• Retirement account administration experience preferred.
• Strong written and verbal communication and customer service skills.

Responsibilities

• Monitors IRA and Health Savings Account transactions to ensure high-quality customer service while complying with procedures and regulations.
• Participates in IRA and Health Savings Account projects for product development, implementation and system conversion or upgrades; manages all customer communications.
• Ensures compliance and timely processing of IRA and Health Savings accounts annual statements and tax documents.
• Ensures compliance with banking laws, rules, regulations, and internal policies to reduce risk.

Skills

Communication skills

Customer service

Interpersonal skills

MS Office knowledge

IRA & HSA knowledge

Education

High school diploma

Tools

Microsoft Office

Job description

Beacon Bank in Boston or Pittsfield is seeking an administrator for Retirement and Health Savings deposits within the Deposit Operations team. You will serve as IRA and Health Savings resource for customer service, ensuring transactions follow procedures and comply with tax and regulatory requirements.

You will participate in system conversions and upgrades, support communications, and help maintain forms and procedures.