Job Description A large financial client is looking for an IRA Administrator to join the Operations team. This person is going to be an SME for the Operations team in IRA administration. Responsibilities include but are not limited to:  Open, maintain, and close IRA accounts for clients, following IRS rules and procedures, including handling decedents accounts and calculating Required Mandatory Distributions.  Process IRA contributions, distributions, rollovers, transfers, and conversions.  Assist Enterprise Reporting manager with the preparation and filing of the applicable IRS tax forms and reports, such as Form 5498 and Form 1099-R.  Answer client inquiries and provide information on IRA rules.  Stay updated on IRA regulations, policies, and best practices, and attend training sessions as required. Provides guidance on regulations to branch personnel.  Assist with various projects as needed. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .     To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ . Skills and Requirements Knowledge of IRA rules, regulations, and products, such as traditional, Roth, SEP, and SIMPLE IRAs.  Intermediate knowledge of Microsoft Office applications (i.e., Word, Excel, and Outlook).  Excellent verbal and written communication skills.  Ability to prioritize and organize assignments.  Ability to work independently and as part of a team.  Ability to handle multiple tasks and prioritize deadlines. Experience in automating processes null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.