IRA Specialist

EmergencyMD; La Crosse (WI); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Long-term disability

Paid holidays

Paid vacation

401k

Profit-sharing

Job summary

Trust Point Inc. in La Crosse, WI, is seeking a full-time IRA Specialist to join our Wealth Management Operations team. This role focuses on IRA administration, tax reporting, and providing guidance to Wealth Management, Family Office, and client service teams.

The position requires an Associate's degree and 3–6 years in financial services, with emphasis on accuracy and client service. This hybrid role offers flexible scheduling and strong earning potential within a supportive culture.

Qualifications

• Associate's degree in finance, accounting, business or related field preferred.
• 3–6 years' experience in the financial services industry preferred.
• Detail oriented with a high sensitivity to accuracy.

Responsibilities

• Manage the administration of Individual Retirement Accounts (IRAs), including contributions, distributions, rollovers, Roth conversions, beneficiary maintenance, and Required Minimum Distributions (RMDs).
• Ensure accurate tax reporting and compliance by processing withholding elections, preparing IRS Forms 1099-R and 5498, and supporting tax-related IRA transactions.
• Serve as the subject matter expert on IRA regulations and provide guidance and support to Wealth Management, Family Office, and client service teams.
• Administer charitable and trust-related transactions, including Qualified Charitable Distributions (QCDs), private foundation distributions, and charitable trust calculations.
• Maintain accurate account records, documentation, and forms while supporting account opening reviews, authorized individual updates, and unique asset monitoring.
• Produce and review operational reports, monitor regulatory compliance, and identify and resolve issues to ensure adherence to internal policies and industry requirements.

Skills

Attention to detail

Great communication

Client service orientation

Education

Associate's degree in finance/accounting/business or related field

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time IRA Specialist to join our Wealth Management Operations team. We are looking for an individual with great attention to detail and focuses on assisting internal and external clients regarding IRA's.

We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

Trust Point also supports ongoing learning through employer-paid certifications and relevant education.

A DAY IN THE LIFE OF AN IRA SPECIALIST

• Manage the administration of Individual Retirement Accounts (IRAs), including contributions, distributions, rollovers, Roth conversions, beneficiary maintenance, and Required Minimum Distributions (RMDs).
• Ensure accurate tax reporting and compliance by processing withholding elections, preparing IRS Forms 1099-R and 5498, and supporting tax-related IRA transactions.
• Serve as the subject matter expert on IRA regulations and provide guidance and support to Wealth Management, Family Office, and client service teams.
• Administer charitable and trust-related transactions, including Qualified Charitable Distributions (QCDs), private foundation distributions, and charitable trust calculations.
• Maintain accurate account records, documentation, and forms while supporting account opening reviews, authorized individual updates, and unique asset monitoring.
• Produce and review operational reports, monitor regulatory compliance, and identify and resolve issues to ensure adherence to internal policies and industry requirements.

Requirements

• Associate's degree in finance, accounting, business or related field preferred
• 3-6 years' experience in the financial services industry preferred
• Detail oriented with a high sensitivity to accuracy

This position requires excellent attention to detail, prioritizing accuracy and conscientiousness, excellent communication and interpersonal skills.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.