ira agency operations manager in atlanta

maggie johnson, tatum executive services
job type
US$ 85,000 - US$ 95,000 per year
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job details

atlanta, georgia
job category
Administrative & Support Services
job type
working hours
9 to 5
US$ 85,000 - US$ 95,000 per year
5 Years
reference number
maggie johnson, tatum executive services

job description

job summary:

Tatum Professional Search has an exciting opportunity for a talented and experienced IRA/Agency Operations Manager. Our client is an established and growing Trust Company located in Atlanta, GA.

location: Atlanta, Georgia
job type: Permanent
salary: $85,000 - 95,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 5 Years

This position reports to the Director of Operations who reports to the Chief Operating Officer.

Responsible for overseeing the daily functions of the IRA and Agency business. This includes delivering superior customer service to all clients, broker/dealers, and third parties nationwide and ensuring accurate and timely processing in accordance with service standards.

  • Develop strong relationships with all stakeholders (clients, brokers, advisors, administrators and executives)
  • Provide leadership and support culture of collaboration, productivity, accountability and service excellence
  • Responsible for hiring, developing and retaining talent though coaching, training and mentoring
  • Stay abreast of regulatory changes related to IRA's and ensure that all forms and disclosures are properly maintained
  • Oversee all aspects of processing including, but not limited to, account opening/closing, account reviews, fees, trades, distributions, sweep, contributions, transfers, income, withholding, corporate actions, vault, conversions/recharacterizations, excess contribution removals, tax reporting and escheatment of abandoned property
  • Ensure department procedures and process flows are created and maintained
  • Review and approve transactions, workflow tickets, and wires related to accounts on custody recordkeeping systems
  • Participate in complex problem solving and recommending/implementing solutions that improve efficiency and mitigate risk
  • Participate in new business review and integration
  • Coordinate internal audit requests, documentation and response
  • Ensure all cash and position exceptions are tracked and resolved in a timely manner
  • Oversee quality of daily processing through periodic reviews, queries, and self-audits to ensure transactions are accurate, authorized and timely
  • Oversee mailing of various notices related to statements, disclosures, RMD's, etc.
  • Oversee investor services team and reporting of call and email statistics
  • Handle administrative duties related to payroll, preparation/delivery of employee evaluations, reporting of volumes, earnings, fee receivables, project status, etc.
  • Perform other assignments as requested by Director
  • BS/BBA or equivalent experience
  • Extensive expertise and knowledge of IRA's, transfer agent and IRS regulations
  • Knowledge of securities industry and DTC eligible processing
  • Excellent organizational and time management skills
  • Ability to work under pressure and adjust to volatile work schedule in high paced environment
  • Excellent verbal/written communication skills
  • Good problem-solving skills
  • Understanding of general ledger and accounting
  • Must be detail oriented and possess a high level of accuracy
  • Proficiency with Microsoft suite of products (Vlookups and Pivot tables)

Qualified and interested candidates living in the Atlanta, GA metro area, please email resume to

skills: Excel, General Ledger, Excel Pivot Tables, Trust & Securities Accounting, Federal - IRS, Financial Reporting - SEC, Pension and Trusts, Regulatory Compliance - SEC

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.