- Process and verify incoming IRA and HSA transfer paperwork from retail branches.
- IRA and HSA exception tracking, follow up and clearing
- Track incoming IRA Rollover and Transfers and update spreadsheet
- Answer incoming branch and customers calls including E-mails.
- Learn IRA and HSA regulations to provide technical support and coaching to branches.
- Verify and mail IRA Distribution checks
- Open IRA and Beneficiary accounts as needed and mail documents to customer.
- Setup distribution and contribution addendas in Navigator
- Assist with calculation of required minimum distributions and excess contributions.
- Maintain database for HSA employer fee billings, mail out invoices and post payments.
- Assist with monthly metrics
- Verify and prepare master docs for scanning to DDC department.
- Provide Intra-fi CDARS backup to Department Manager
- Work independently to ensure service delivery and compliance with bank regulations. Troubleshoot and solve any data issues
- Maintain procedural updates when needed
- Other duties as assigned
- High School Diploma or GED Equivalent
- At least one year working in Deposit Operations or Retail Banking
- Basic knowledge of IRAs and Health Savings Accounts, be familiar with bank term products, procedures and processes, need to be able to multi-task and stay focused.
- Proven ability to interact well with clients and internal bank personnel
- Strong attention to detail; strong client services skills; good written and verbal communication skills; good organizational skills and ability to prioritize tasks.
- 401(k) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer / Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Humana Go365 Wellness & Rewards Program
- Bank paid Life / AD& D insurance
- Voluntary Life / AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
-
ira/hsa specialist
1 week ago
Stock Yards Bank & Trust Louisville, United StatesProcess and verify incoming IRA and HSA transfer paperwork from retail branches. IRA and HSA exception tracking, follow up and clearing Track incoming IRA Rollover and Transfers and update spreadsheet Answer incoming branch and customers calls includ Specialist, Insurance, Health ...
-
payroll administrator
1 week ago
Louisville MSD Louisville, KY, United StatesSalary : $62, $95,513.60 Annually · Location : Louisville, KY · Job Type: Full-Time · Job Number: 24-073 · Division: Human Resources Division · Department: HR Services · Opening Date: 04/11/2024 · Closing Date: 4/24/2024 11:59 PM Eastern · Pay Grade: Grade 17 · Work days & hours: ...
-
health & safety supervisor (grade 20)
1 week ago
Louisville MSD Louisville, KY, United StatesSalary : $78, $122,553.60 Annually · Location : Louisville, KY · Job Type: Full-Time · Job Number: 24-079 · Division: Facilities, Safety and Security Division · Department: Safety & Security · Opening Date: 04/16/2024 · Closing Date: 4/29/2024 11:59 PM Eastern · Pay Grade: Grade ...
-
Account Associate
6 days ago
Sam Wheeler - State Farm Agent Louisville, United StatesJob Description · Job DescriptionROLE DESCRIPTION: · Sam Wheeler - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Account Associate - State Farm Agent Team Member ...
-
Level 2 Storage Administrator
5 days ago
Excell Louisville, United StatesAs part of a leading IT managed services specialist with more than 12,000 associates worldwide, we rely on the personal relationships we build with our consultants and the clients who depend on them. Join the eXcell team. · Our client has a brand new opportunity for a qualified ...
-
Assistant Branch Manager
2 weeks ago
Liberty Federal Credit Union Louisville, United StatesLiberty FCU, a full-service credit union, is seeking an Assistant Branch Manager to assist with daily retail operations and activities of the Hurstbourne Office, located at 1200 Forest Bridge Road, Louisville, KY This position will be scheduled to work primarily at the Hurstbourn ...
-
Government Contract Specialist
1 week ago
ColdQuanta Louisville, United StatesContracts Specialist/Facility Security Officer (FSO) · Infleqtion is a global quantum technology company solving the world's most challenging problems. The company harnesses quantum mechanics to build and integrate quantum computers, sensors, and networks. From fundamental physic ...
-
Chief Human Resources Officer
2 days ago
Louisville MSD Louisville, United StatesSalary : · $166, $274,726.40 Annually · Location : · Louisville, KY · Job Type: · Full-Time · Job Number: · 24-078 · Division: · Human Resources Division · Department: · Human Resources Division · Opening Date: · 04/15/2024 · Closing Date: · 5/3/2024 11:59 PM Easte ...
-
Chief Human Resources Officer
1 week ago
Louisville MSD Louisville, United StatesSalary : · $166, $274,726.40 Annually · Location : · Louisville, KY · Job Type: · Full-Time · Job Number: · 24-078 · Division: · Human Resources Division · Department: · Human Resources Division · Opening Date: · 04/15/2024 · Closing Date: · 5/3/2024 11:59 PM Easte ...
-
Regional Operations Specialist
3 days ago
AssuredPartners Louisville, United StatesOverview: · The Regional Operations Specialist will increase property and casualty service excellence, efficiency, and professionalism through process improvements, automation utilization and monitoring. If you are a tinkerer who likes to make things run smoothly, this is a grea ...
-
Regional Operations Specialist
4 days ago
AssuredPartners Louisville, United StatesOverview: · The Operations Specialist will increase property and casualty service excellence, efficiency, and professionalism through process improvements, automation utilization, training, and monitoring. If you are a tinkerer who likes to make things run smoothly, this is a gr ...
-
Service Specialist
1 week ago
Insight Global Louisville, United StatesThis person will be joining our client's team, as a installation and service specialist. They will be responsible for traveling around the greater Louisville area to go onsite at various clients for installation projects, as well as troubleshooting and service fixes. They will be ...
-
Help Desk Technician
1 week ago
Insight Global Louisville, United StatesAn employer is currently looking for an IT Support Desk Specialist for a contract role in the Louisville, KY area. This individual will be resolving technical issues over the phone for internal employees and will attempt to resolve all incidents over the first call. On average th ...
-
Marketing Procurement Specialist
5 days ago
Heaven Hill Brands Louisville, United StatesJob Description · Job DescriptionThis role is office hybrid and based at our Louisville, KY location. · What the Role Is · The Marketing Procurement Specialist is responsible for promotion development and project management related to sourcing a wide range of point of sale (POS) ...
-
Service Desk Specialist
4 days ago
Insight Global Louisville, United StatesAn employer is looking for a Service Desk Specialist to support their internal employees working in their company locations throughout the US. 90% of this person's day will be responsible handling level 1 inbound calls/chats and accurately logging the interactions within the tick ...
-
Contract Specialist
1 week ago
ColdQuanta Louisville, United StatesContracts Specialist/Facility Security Officer (FSO)Infleqtion is a global quantum technology company solving the worlds most challenging problems. The company harnesses quantum mechanics to build and integrate quantum computers, sensors, and networks. From fundamental physics to ...
-
Government Contract Specialist
1 week ago
ColdQuanta Louisville, United StatesContracts Specialist/Facility Security Officer (FSO)Infleqtion is a global quantum technology company solving the worlds most challenging problems. The company harnesses quantum mechanics to build and integrate quantum computers, sensors, and networks. From fundamental physics to ...
-
Government Contract Specialist
5 days ago
ColdQuanta Louisville, United StatesContracts Specialist/Facility Security Officer (FSO)Infleqtion is a global quantum technology company solving the worlds most challenging problems. The company harnesses quantum mechanics to build and integrate quantum computers, sensors, and networks. From fundamental physics to ...
-
Government Contract Specialist
1 week ago
ColdQuanta Louisville, United StatesContracts Specialist/Facility Security Officer (FSO) · Infleqtion is a global quantum technology company solving the world's most challenging problems. The company harnesses quantum mechanics to build and integrate quantum computers, sensors, and networks. From fundamental physi ...
-
Linux/unix Admin-Remote
1 day ago
eXcell Louisville, KY, United StatesAs part of a leading IT managed services specialist with more than 12,000 associates worldwide, we rely on the personal relationships we build with our consultants and the clients who depend on them. Our client has a brand new opportunity for a qualified Level 2 Storage Administr ...
IRA/HSA Specialist - Louisville, United States - Stock Yards Bank & Trust
Description
As an IRA/HSA Specialist, your day will be filled with opportunities to support the bank in all aspects of IRA's and Health Savings Accounts including the implementation and servicing of the accounts.
Experience working in Deposit Operations or Retail Banking are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.
ResponsibilitiesDaily responsibilities include, but are not limited to, the following:
The successful candidate will have the following qualifications:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
