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Tasks
1. Opens and closes IRAs. (STAR S810M) (IRA Essentials Training)
2. Keeps forms updated.
3. Keeps adequate staff trained and updated.
4. Disperses periodic payments. (STAR S810M) (IRA Essentials & Advanced Training)
5. Handles member requests. (STAR S500M)
6. Keeps compliant with current regulations. (RegTraC Modules 1 & 2) (Frontline Boot Camp Part 2)
7. Verifies reports and performs tax reporting.
Knowledge of…
• Applicable regulations (RegTraC Modules 1 & 2)
• Different types of IRAs (STAR S810M) (IRA Essentials Training)
• How to find updated information
• IRA contribution limits (IRA Essentials Training)
• IRA data base
• IRA distribution requirements (IRA Essentials and Advanced Training)
• IRA eligibility requirements (IRA Essentials and Advanced Training)
• Peak-time IRA staffing needs
• Reporting deadlines
• Required paperwork
• Training availability
Skills in…
• Assessing needs
• Communicating in writing
• Communicating verbally
• Designing instructional materials
• Facilitating training
• Focusing
• Gathering and processing member information
• Interpreting member requests
• Listening
• Meeting deadlines
• Organizing
• Paying attention to detail
• Planning
• Reaching out and making others feel at ease
• Setting priorities
• Showing a positive attitude
• Showing empathy
• Typing and formatting
Behavior
• Accuracy
• Assertiveness
• Efficiency
• Friendliness
• Helpfulness
• Patience
• Politeness
• Presentation skills
• Proactivity
• Promptness
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