IRA Operations & Compliance Specialist

Trustco Bank; Town of Colonie (NY); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health savings account

401(k) with match

Paid time off

11 holidays

Training programs

Tuition reimbursement

Job summary

Trustco Bank in Albany, NY seeks an IRA Coordinator to oversee IRA and HSA operations, monitor openings, distributions, rollovers and inquiries while ensuring regulatory compliance. It involves assisting with daily and monthly reports, estate and trust tasks, and tax forms.

You will collaborate with account admins and investment advisors, support filing and tax processing, and coordinate with compliance. This full-time role offers a collaborative environment within the Financial Services

Qualifications

• Associate’s degree or equivalent experience required.
• Strong verbal and written communication skills.
• Well organized with ability to manage multiple tasks and meet deadlines.
• Ability to work independently and in teams.
• Experience with Excel and Word is required.

Responsibilities

• Review forms from branches to ensure accuracy.
• Ensure compliance with regulations (IRAs, HSAs).
• Maintain records and timely reporting.
• Process data into the Bank’s system as needed.
• Support daily/monthly reports and account processing.

Skills

Verbal communication

Written communication

Organizational skills

Independent worker

Microsoft Excel

Microsoft Word

Education

Associate’s degree

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Trustco Bank in Albany, NY seeks an IRA Coordinator to oversee IRA and HSA operations, monitor openings, distributions, rollovers and inquiries while ensuring regulatory compliance. It involves assisting with daily and monthly reports, estate and trust tasks, and tax forms.

You will collaborate with account admins and investment advisors, support filing and tax processing, and coordinate with compliance. This full-time role offers a collaborative environment within the Financial Services