IRA Specialist Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Looking for work within the company in the position of IRA Specialist. Experienced with behind the scenes managerial duties as well as hands-on work in the industry.

Highlights of Qualifications:

  • Remarkable experience in CD & IRA processing
  • Huge knowledge of IRA rules
  • Steep knowledge of Ally Bank’s products
  • Familiarity with Windows-based PC skills
  • Amazing ability to multi-task

Professional Experience:

IRA Specialist

Capital One, Staten Island, NY

May 2006 – Present

  • Managed operational administration of Individual Retirement Accounts.
  • Handled IRS compliance and system integrity.
  • Assessed receipt of Retirement Account Transaction forms.
  • Aided employees and customers.
  • Updated individual customer files.
  • Administered Retirement account transfer requests.
  • Reviewed IRA distributions and conducted research.

IRA Specialist

Ally, Staten Island, NY

March 2003 – April 2006

  • Acted as primary contact for resolution of IRA issues.
  • Managed filing and file maintenance.
  • Coordinated with Customer Call Center.
  • Suggested policy changes to management.
  • Formulated varied reports for management.


Bachelor’s Degree in Accounting

St. Francis College, Brooklyn, NY