Remote Credit Union IRA HSA Specialist

Join a Future-Ready Financial Services Team

Are you passionate about retirement and health savings strategies? Do you thrive in a fast-paced, digitally enabled environment? We're looking for a Remote IRA HSA Specialist who can blend compliance expertise, client guidance, and technology-driven service to support members in managing their IRAs and HSAs seamlessly from anywhere in the country. This is your opportunity to bring clarity and confidence to people's financial journeys—all while working from home.

Why This Role Matters in a Digital-First Landscape

As more individuals shift to digital-first financial planning, the demand for remote specialists who understand complex financial instruments like retirement and medical savings plans, including IRAs and Health Savings Accounts (HSAs), is rapidly growing. This role directly contributes to that mission by enabling members to build secure financial futures through expert support, compliance precision, and technology-enhanced communication.

Key Responsibilities and Core Duties

IRA and HSA Account Administration

Tasks Include:

• Provide remote consultations and support to members opening or managing IRA and HSA accounts
• Maintain compliance with IRS guidelines and regulatory frameworks governing tax-advantaged accounts
• Process account transactions, including rollovers, transfers, and distributions, using cloud-based platforms

Technology-Driven Member Assistance

Tasks Include:

• Use secure video conferencing tools to guide members through digital account opening and form completion
• Employ CRM platforms to track case progress, member communications, and ensure timely follow-up
• Offer product education through virtual webinars, interactive FAQs, and digital resource libraries

Compliance and Data Accuracy

Tasks Include:

• Monitor account activity using analytics dashboards to flag anomalies and ensure audit readiness
• Stay current on IRS rule updates, contribution limits, and policy changes using regulatory feeds and alert systems
• Collaborate with compliance teams through cloud-based project management tools like Asana or ClickUp

Remote Work Environment and Culture

Results-Driven Remote Setup

Features:

• Work-from-anywhere flexibility with structured weekly goals
• Video-first meetings to maintain connection and collaboration
• Slack and Microsoft Teams are used for daily communication and task management

Data-Focused and Inclusive Culture

Highlights:

• Success is tracked using KPIs, including member satisfaction scores, error-free processing rates, and resolution time benchmarks
• Weekly huddles celebrate performance milestones and highlight success stories
• Continuous learning is supported through virtual certification programs and compliance bootcamps

Tools and Technologies You Will Use

Core Digital Platforms

Platforms Include:

• Salesforce or HubSpot for managing member interactions and records
• Secure digital signature tools like DocuSign for processing forms
• Compliance tracking with Smarsh or Actiance integrations
• Internal reporting dashboards powered by Power BI or Tableau

Collaboration and Training Software

Software Tools:

• Zoom and Google Meet for virtual face-to-face engagement
• LMS tools such as TalentLMS for ongoing certification and training
• Shared cloud environments like Google Workspace or Office 365

Candidate Qualifications and Ideal Background

Required Skills and Experience

Must-Haves:

• 2+ years of experience in financial services or retirement account administration
• Proficiency in using digital platforms to support member services remotely
• Deep understanding of IRS rules about IRAs, HSAs, and related tax reporting
• Excellent virtual communication skills and high attention to detail
• Strong command of CRM systems, compliance tracking, and document management tools

Preferred Skills and Attributes

Bonus Qualities:

• Certification in IRA or HSA compliance (CIS, CISP, or similar)
• Experience working in a remote-first organization
• Bilingual proficiency in English and Spanish preferred

Competitive Salary and Remote Benefits

What You Receive

Compensation and Perks:

• Annual salary of $51,878
• Home office stipend and tech setup support
• 401(k) with employer match and tax-advantaged savings options
• Comprehensive health coverage, including telehealth services
• Learning reimbursements for certifications and courses
• Flexible PTO and mental wellness days

Our Mission and Member Impact

You’ll join a team committed to empowering members with tools to achieve long-term financial health. In the past year alone, our digital IRA/HSA services have facilitated over 10,000 remote consultations, leading to a 27% increase in member satisfaction. Your insights will directly impact real people as they navigate crucial financial decisions.

Career Growth and Future Opportunities

Internal Career Pathways

Advancement Options:

• Digital Financial Planning
• Remote Retirement Consulting
• Compliance Strategy Leadership
• Product Innovation Teams for Member Tools

Upcoming Initiatives

Future Projects:

We’re investing in AI-driven member platforms and seeking professionals eager to help bridge the gap between fintech and human support.

Take the Next Step in Your Career

Make an impact where it matters. Use your IRA and HSA expertise to empower members—no commute required. Join a forward-thinking financial services team where innovation meets purpose.

Apply now and shape the future of remote member support.