The position will be responsible for daily review of all activity on IRA accounts to ensure transactions are processed correctly and forms are completed to prevent and minimize any tax reporting issues. Monitor, process, & verify daily transactions and scheduled distribution/contributions, including annual required minimum distributions. Processes and verifies new and revised customer IRA account documentation, including monetary and non-monetary maintenance
Reviews and records accurate account corrections for tax reporting. Maintains thorough knowledge and expertise in current IRA rules and regulations. Develop procedures, provide guidance on process improvement measures to streamline operations. Provide guidance and adhere to policies and procedures for opening and maintaining IRAs.
American Express is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
