Certificate/IRA Admin

PSECU(1 month ago)

Harrisburg, PAOnsiteFull TimeMedior$80,396 - $108,347 (estimated)Certificate/IRA Administration

About this role

The Certificate/IRA Administration role at PSECU supports members in managing their Certificates and Individual Retirement Accounts while ensuring adherence to IRS and internal policies. The position centers on maintaining accurate account documentation, supporting member inquiries related to retirement and certificate products, and upholding regulatory compliance across related accounts.

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Required Skills

IRA Management
Certificate Management
Regulatory Compliance
Member Communication
Documentation
Transaction Processing
Reporting
Mail Handling

Qualifications

High School Diploma

About PSECU

psecu.com

Achieve more with PSECU's digital-first banking. Get real-time access from anywhere, fewer fees, and more benefits. Join now to enjoy exclusive offers, competitive rates, and excellent member service. Experience trusted banking with a human touch.

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