IRA & Investment Solutions Specialist

Lake Trust Credit Union; Brighton (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

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.

Qualifications

• High school diploma or GED required.
• 2+ years of experience with a financial institution preferred.
• IRA and investment knowledge preferred.
• Strong MS Office skills including Outlook, Word, Excel.
• Excellent verbal and written communication; able to support a teamwork culture.

Responsibilities

• Manage and maintain the Lake Trust IRA program and related accounts.
• Advise members on IRAs, CDs, trusts, and other specialty accounts.
• Coordinate with Financial Life Planning on investments as appropriate.
• Train Onstage staff on IRA processes and provide ongoing support.
• Ensure tax reporting forms are reviewed, validated, and submitted on time.

Skills

IRA knowledge

Investment knowledge

Time management

Verbal and written communication

Teamwork

Education

High school diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

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.