Local Government Federal Credit Union • Raleigh, NC 27601
Job #2688199398
Description:
The Tax-Advantaged Accounts Analyst will assist with executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts. This individual will have extensive experience with the administration of retirement plans and in-depth knowledge of the rules and regulations of IRAs, HSAs, and Coverdell ESAs. The position will manage the day-to-day operations, reporting and administration of tax-advantaged accounts and provide direct and indirect member support as a subject matter expert. This position will also contribute to the overall success of the Wealth Management team and the broader Operations lines of business.
NORMAL DAY-TO-DAY WORK
JOB QUALIFICATIONS
Here are a few skills you MUST have to be qualified for this position.
Here are a few qualities we'd LIKE for you to have to make you more suited for this position.
OUR CULTURE
Our organizations believe we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.
If you have questions about this position description, please feel welcome to ask. You can reach our HR department at:
Human Resources
3600 Wake Forest Rd, Raleigh, NC 27609
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Requirements:
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Local Government Federal Credit Union • Raleigh, NC 27601 • Yesterday
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