Ingenuity Staffing · 17 hours ago
Retirement Specialist
United States
Full-time
Remote
Entry Level
$27/hr - $33/hr
1+ years expIngenuity Staffing is partnering with a financial services organization to launch a new traditional IRA product and build a dedicated operations team. The IRA Operations Specialist will process daily IRA transactions, maintain accurate account records, support onboarding, and ensure compliance checks.
Staffing & Recruiting
Hiring Manager
Katie Illam
Responsibilities
Process daily IRA transactions, including contributions, rollovers, transfers, and distributions
Maintain accurate IRA account records within retirement recordkeeping platforms and internal systems
Support account onboarding by reviewing and validating required documentation
Perform quality checks and basic reconciliations to identify and correct discrepancies
Assist with operational reporting, audits, and internal reviews
Support transaction-level compliance checks, including OFAC and CIP reviews
Escalate exceptions or compliance concerns as needed
Collaborate with team members to meet deadlines and improve workflows
Qualification
Required
1–2 years of experience in financial services, retirement operations, or account administration
Exposure to IRA administration or retirement recordkeeping
Strong attention to detail and organizational skills
Comfortable working in a deadline-driven environment
Proficiency with Excel and standard office software
Preferred
Experience with retirement recordkeeping platforms (Relius or similar preferred)
Company
Ingenuity Staffing
We provide direct hire contingency staffing services in Finance, Accounting, Tax, Audit, Bookkeeping and Human Resources.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Isaac Illam
Co-founder & Vice President, Operations
Company data provided by crunchbase