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trustpointinc
Trust Point Inc. is seeking a full‑time IRA Specialist to manage the administration of Individual Retirement Accounts, ensure accurate tax reporting, and serve as the subject matter expert on IRA regulations for internal teams and clients. The role involves handling contributions, distributions, rollovers, charitable transactions, and maintaining compliance with regulatory requirements.
Headquarters
La Crosse, Wisconsin, United States
Company Size
51-200 employees
Founded
1913
Trust Point Wealth Management is a financial services firm that provides personalized wealth management and financial planning for individuals, families, businesses, and non-profits. It focuses on time-tested strategies and custom-tailored solutions to help clients secure and simplify their wealth. Based in La Crosse, Wisconsin, the firm operates with broad, accessibility-driven hours (9:00–17:00 daily) under the brand promise to “Simplify Your Wealth.” The messaging emphasizes clear, comprehensive guidance to manage and grow wealth across diverse client needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for trustpointinc.
trustpointinc didn’t post a salary, so this is our estimate from similar listings.
13% below the average for this role