Description We are offering a long-term contract employment opportunity for a Certified IRA Consultant in Dallas, Texas. This role centers around providing support to HR Operations for account documentation, account and system maintenance, and other areas. As a Certified IRA Consultant, you will be expected to ensure accuracy in customer accounts, resolve customer inquiries, and take appropriate actions. Responsibilities: Conduct daily quality checks on new IRA/HSA accounts to ensure account accuracy. Verify the accuracy of new account documentation, including signature cards, contributions, distributions, and other necessary documents. Ensure all monetary transactions are valid and correctly coded according to IRA/HSA regulations. Review and resolve exception and reject reports promptly. Perform critical account maintenance on IRAs and HSAs. Make necessary corrections to 1099R and 5498 forms. Maintain compliance with IRS regulations by staying up-to-date with IRS regulatory changes. Assist Retail staff with complex customer issues and ensure efficient communication regarding IRA/HSA programs. Collaborate with different teams to develop workflows for IRA/HSA quality checking process. Contribute to the development of IRA/HSA Subject Matter Experts (SME)/Certification training programs.Requirements Proficiency in Accounting Software Systems Experience with ADP - Financial Services Knowledge of ADP Workforce Now Familiarity with Ceridian software Proficiency in using Concur for expense management Understanding of 401k - RRSP Administration procedures Experience with About Time software Knowledge of various Accounting Functions Understanding of Accrual Accounting principles Experience in Auditing procedures and practices Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
