IRA Operations Specialist

General information

Career area

Deposits Operations

Country

United States

Work Location(s)

1100 Virginia Drive, PA

State

Pennsylvania

City

Fort Washington

Remote?

No

Ref #

17408

Posted Date

Wednesday, April 24, 2024

Working time

Full time

Ally and Your Career

Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too?

The Opportunity

The IRA Operations Specialist is responsible IRA account opening, distributions and transfers and for the resolution of IRA issues and requests. An IRA Specialist assist clients with determining the available options and completing the proper forms for contributions and distributions in accordance with IRS regulations. The role supports the IRA Department to achieve the corporate goals for growth, retention and quality service for the Department. Candidate will have direct customer contact and must be able to provide superior customer service.

The Work Itself

• Serves as the primary contact for IRA Plan and Account Opening.
• Responsible for the resolution of IRA requests and completes advanced research needed to resolve complex issues.
• Reviews forms for accuracy and completeness in accordance with IRA regulations.
• Interacts daily with the Ally customers, beneficiaries, Customer Care representatives, vendors and other financial institutions.
• Ensures Ally Bank complies with applicable IRS regulations and state statutes
• Interacts with various departments within operations to remediate customer issues and discover solutions for case resolution.

The Skills You Bring

• 1+ years of experience in financial services required
• 1+ of IRA experience highly recommended OR
• Strong knowledge of IRA rules and IRS regulations.

How We'll Have Your Back

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:

• Time Away: 11 paid holidays, 20 paid time off days, and 8 hours of volunteer time off, yearly (paid time off is prorated based on start date)
• Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.
• Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
• Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.
• Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.
• Other compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.
• To view more detailed information about Ally's Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf

Who We Are:

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com.

Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at [email protected]. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

Base Pay Range: An individual's position in the range is determined by the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer.

Emerging

47840

Experienced

56420

Expert

65000

Incentive Compensation: This position is eligible to participate in our annual incentive plan.