We are hiring a dedicated Wealth Management IRA Specialist to serve as the chief operational partner for our Private Client Advisors. If you excel at navigating regulatory frameworks and managing high-stakes transactions with precision, this role offers direct ownership and visibility.
Core Responsibilities
- Primary Advisory Partner: Serve as the central point of contact for Private Client Advisors, delivering fast, compliant resolutions for complex account needs.
- Distribution Management: Oversee time-sensitive, high-risk transactions—including normal, premature, death, and custodian-to-custodian transfers—while maintaining accurate federal and state tax withholdings.
- Compliance & Oversight: Manage Required Minimum Distribution (RMD) tracking, audit accounts for missing client details, and ensure full adherence to tax and audit regulations.
- Cross-Functional Liaison: Bridge communications between Advisors and internal Operations, Audit, Compliance, Legal, and Tax teams.
- Education & Experience: Bachelor’s degree in Finance or Accounting preferred (or equivalent experience), alongside 2–5 years in wealth management, finance, or trust operations.
- Technical Skills: Proficiency in Microsoft Excel, Word, and Access database tools, paired with a solid grasp of trust industry terminology.
- Industry Knowledge: Deep understanding of IRA taxation and compliance rules; an active ABA CISP designation (or willingness to earn it) is highly preferred. If you're interested and your skills align please send your resume to mia.williams@randstadusa.com
salary: $48,000 - $51,000 per year
shift: First
work hours: 8 AM - 5 PM
education: No Degree Required
Responsibilities
As a Wealth Management IRA Specialist, you will serve as the primary point of contact and dedicated operational liaison for Private Client Advisors within a premier wealth management institution. This role plays a critical part in supporting high-net-worth individuals, families, and business owners through world-class resources, customized solutions, and unparalleled service.
In this high-impact role, you will oversee time-sensitive, high-risk IRA transactions while bridging communications across Operations, Audit, Compliance, Legal, and Tax departments. Because you directly shape the client experience, this position demands sharp critical thinking, exceptional relationship-building, and meticulous attention to detail grounded in current taxation and compliance regulations.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
