Tax-Advantaged Accounts Analyst (IRAs, HSAs)

at  Local Government Federal Credit Union

CIVIC CULTURE

Our organizations believe we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.

HERE ARE A FEW SKILLS YOU MUST HAVE TO BE QUALIFIED FOR THIS POSITION.

• Minimum 4 – 6 years’ experience in branch operations, member relations, or related field, with 1 – 3 years of direct experience with tax-advantaged accounts.
• Experience with operations and product development while providing a high degree of innovation and vision.
• Strong analytical skills with the ability to develop new products to stay competitive in the current marketplace.
• Ability to function in a Consumer business office environment and utilize standard office equipment including, but not limited to: PC, copier, telephone, etc.
• Ability to lift a minimum of 25 lbs. (file boxes, computer printer).
• Travel required on occasion.

Please refer the Job description for details