If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
The Tax-Advantaged Solutions (TAS) Associate provides fundamental operational and quality control support for the department while undergoing active development to master the compliance rules and administrative procedures governing IRAs, HSAs, retirement plans, and education savings plans. This role handles baseline transaction processing (such as withdrawals and basic conversions), reconciles general ledgers, corrects minor transaction errors, and handles tier-1 service inquiries from branches and members.
Essential Responsibilities:
- (30%) Entry-Level Support & Inquiries: Respond to fundamental member and branch inquiries regarding tax-advantaged accounts. Provide courteous, accurate information on basic administrative rules surrounding account openings, withdrawal forms, core contribution limits, and distribution choices.
- (25%) Transactional Quality Control: Perform routine quality control audits on daily system maintenance logs, newly opened IRA/HSA document images, and missing beneficiary data fields to ensure total compliance.
- (25%) Routine Department Operations: Process standard transactional requests, including basic withdrawals, account conversions, Qualified Charitable Distributions (QCDs), and automated recurring distributions. Rebalance departmental general ledgers (GLs) daily and resolve rejected system entries or adjustment requests.
- (10%) Retirement Framework Onboarding: Actively study and cultivate functional working knowledge regarding retirement account mechanics (IRAs, TSERs, ORP, NC 401(k), 457, 403(b)) through structured training.
- (10%) Regulatory Compliance Training: Dedicate focused effort to understanding IRS codes, compliance regulations, and credit union policies regarding tax-advantaged asset administration and where to retrieve authoritative internal references.
Required Education & Experience (Knowledge, Skills, & Abilities):
- High school diploma/GED and
- 2 years of professional office, financial services, or customer service experience.
- Proficient with Microsoft Office suite, showing specific comfort navigating data entry and basic formulas in Excel.
- Strong data entry accuracy and basic mathematical verification skills.
- Excellent verbal and written communication skills with a customer-centric attitude.
- Ability to quickly learn complex compliance rules and grasp how transactions (such as early withdrawals or withholding options) affect the owner financially.
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- Bachelor’s degree in Business, Finance, Accounting, Tax
- Prior experience working in banking, credit unions, insurance, or basic tax preparation fields.
- Familiarity with financial accounts or basic retirement account administration rules is a strong plus, though comprehensive training is provided.
Job Environment & Physical Requirements:
- Primary work location at an SECU facility in the Raleigh area, with remote work available as business needs and management allow.
- Prolonged periods of sitting, computer use, and telephone/video communication.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- High school diploma or GED
- Two years of professional office, financial services, or customer service experience
- Proficiency with Microsoft Office
- Comfort navigating data entry and using basic Excel formulas
- Strong data entry accuracy and basic mathematical verification skills
- Excellent verbal and written communication skills
- Customer-centric attitude
- Ability to quickly learn complex compliance rules
- Ability to understand how transactions affect account owners financially
- Bachelor's degree in Business, Finance, Accounting, or Tax
- Experience in banking, credit unions, insurance, or basic tax preparation
- Familiarity with financial accounts or retirement account administration rules
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
