Tax-Advantaged Solutions Associate (Remote Eligible)

State Employees' Credit Union; Raleigh (NC); Hybrid; USD 42,000 - 58,000; Full time

Job summary

State Employees' Credit Union in Raleigh, NC is seeking a Tax-Advantaged Solutions Associate to provide operational and quality control support while developing expertise in IRAs, HSAs, and education savings plans. You will handle basic withdrawals, conversions, and routine inquiries, with training on retirement frameworks.

The role emphasizes accuracy, customer service, and learning IRS codes and internal policies within a credit union environment.

Qualifications

• High school diploma/GED with 2 years of relevant experience.
• Proficient with Microsoft Office; comfortable with data entry and basic formulas in Excel.
• Strong data entry accuracy and basic mathematical verification.
• Excellent verbal and written communication with a customer-centric focus.
• Ability to quickly learn complex compliance rules and understand impact of transactions.

Responsibilities

• Respond to fundamental member and branch inquiries regarding tax-advantaged accounts with courteous, accurate information.
• Perform routine quality control audits on daily system maintenance logs and document images to ensure compliance.
• Process standard transactional requests including basic withdrawals, conversions, QCDs, and recurring distributions.
• Rebalance departmental GLs daily and resolve rejected system entries or adjustment requests.
• Actively study retirement account mechanics through structured training.

Job description

State Employees' Credit Union in Raleigh, NC is seeking a Tax-Advantaged Solutions Associate to provide operational and quality control support while developing expertise in IRAs, HSAs, and education savings plans. You will handle basic withdrawals, conversions, and routine inquiries, with training on retirement frameworks.

The role emphasizes accuracy, customer service, and learning IRS codes and internal policies within a credit union environment.