Top 8 Financial specialist Jobs in Onalaska, Wi

IRA Specialist
Trust Point Inc. —La Crosse, WI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid holidays
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Client Relationship Specialist
BMO Financial Group —Onalaska, WI
- $41,714 - $65,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Financial Services Professional - Hybrid Remote (WI)
Bankers Life —La Crosse, WI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Client Relationship Specialist
BMO Financial Group —Onalaska, WI
Expands the business growth potential of the team through telemarketing and outbound calls. Typically between 2 - 3 years of relevant experience and post-…
$41,714 - $65,000 a year
Business Banking Specialist
State Bank Financial —La Crosse, WI
Associate or bachelor’s degree in accounting, finance, business, or a related field, or equivalent banking experience is preferred.
Quick Apply
2d

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Financial Specialist
U.S. District Court - Ohio Southern —Columbus, OH
Design, develop, and maintain spreadsheet formats and programs for analyzing financial information for the Court. Occasional travel may be required.
$51,507 - $92,209 a year
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Financial Services Professional
New York Life —Dublin, OH
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8…
$60,000 - $150,000 a year
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IRA Specialist

Trust Point Inc. -
La Crosse, WI

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)

Qualifications

Customer communication

Full Job Description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time IRA Specialist to join our Wealth Management Operations team. We are looking for an individual with great attention to detail and focuses on assisting internal and external clients regarding IRA's.

We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

Trust Point also supports ongoing learning through employer-paid certifications and relevant education.

A DAY IN THE LIFE OF AN IRA SPECIALIST

Manage the administration of Individual Retirement Accounts (IRAs), including contributions, distributions, rollovers, Roth conversions, beneficiary maintenance, and Required Minimum Distributions (RMDs).
Ensure accurate tax reporting and compliance by processing withholding elections, preparing IRS Forms 1099-R and 5498, and supporting tax-related IRA transactions.
Serve as the subject matter expert on IRA regulations and provide guidance and support to Wealth Management, Family Office, and client service teams.
Administer charitable and trust-related transactions, including Qualified Charitable Distributions (QCDs), private foundation distributions, and charitable trust calculations.
Maintain accurate account records, documentation, and forms while supporting account opening reviews, authorized individual updates, and unique asset monitoring.
Produce and review operational reports, monitor regulatory compliance, and identify and resolve issues to ensure adherence to internal policies and industry requirements.

Requirements:

Associate's degree in finance, accounting, business or related field preferred
3-6 years' experience in the financial services industry preferred
Detail oriented with a high sensitivity to accuracy

This position requires excellent attention to detail, prioritizing accuracy and conscientiousness, excellent communication and interpersonal skills.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

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financial specialist jobs in onalaska, wi

IRA Specialist

Client Relationship Specialist

Financial Services Professional - Hybrid Remote (WI)

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