Lake Trust Credit Union · 22 hours ago
IRA/Investment Specialist
Brighton, MI
Full-time
Onsite
Entry Level
2+ years expLake Trust Credit Union is seeking an IRA/Investment Specialist to manage and maintain their IRA program and various specialty accounts. The role involves advising members, coordinating with Financial Life Planning, and ensuring compliance with legal and tax requirements related to IRAs and investments.
BankingConsumer LendingFinancial ServicesNon Profit
Responsibilities
Validate and quality check IRA work that has been done by the On-Stage staff and give feedback as needed
Phone support for Onstage staff on IRAs and specialty accounts (trust, conservator, rep payee, estate accounts)
Compile and conduct IRA Training updates for Onstage staff, as needed. Also conduct IRA training for new staff when requested by Learning & Development
Attend IRA webinars/seminars to stay updated on any IRA compliance/rule changes
Answer HelpDesk, phone calls and email requests submitted by staff
Work closely with the IS area to coordinate tax reporting validation to members and the IRS
Develop, update, maintain & communicate IRA procedures to Onstage staff and assure updates are made in Currents
Assist members by phone
Process any manual IRA required distributions which cannot be done electronically. Review RMD distributions and assure they are done in a timely manner and by IRS deadlines. Assure all tax reporting documents are sent to members and the IRS by defined dates
Coordinate with Financial Life Planning to provide seamless services to our members. When possible attend seminars to provide an onsite credit union presence
Assist and coordinate with Financial Life Planning in updating information for Onstage staff
Coordinate with Member Service department staff to ensure appropriate coverage needs for department duties are maintained across split schedules; assist other department reps (including Mail Services and Treasury Support) and other department specialists as needed; perform other duties within the full Member Service Support business unit as assigned/requested (such as may arise in the Virtual Solutions & Records area.)
Support department and branch disaster recovery planning and procedures and assist with disaster recovery plan testing
Serve on various teams (i.e. the MS Procedures Team & the Deceased Team) and participate in projects as assigned
Perform other job duties within the Member Service area as may be assigned/requested
Qualification
Required
Requires a high school diploma or GED
Requires two or more years of similar or related experience with a financial institution
A strong working knowledge of Microsoft Outlook, Word, PowerPoint and Excel
Strong time management skills
Effective verbal and written communication skills
Proven ability to support a strong member service focused and teamwork culture
Preferred
IRA and investment knowledge and experience preferred
Benefits
Working with an energetic team focused on making our members wildly successful
An opportunity to work with others that have your back every step of the way
Opportunities to make a difference both inside and outside of our walls
Being treated like you are more than the work you do
Company
Lake Trust Credit Union
Lake Trust Credit Union focuses on consumer lending, business lending, community development and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David A. Snodgrass
President and CEO
Recent News
2025-04-30
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