Overview
Contractor Opportunity : Brokerage Operations IRA Specialist Location:
Onsite Engagement Type:
Contractor via Third-Party Supplier Contracting Entity:
Accenture Supplier of Record:
BCforward Start Date:
3/13/2026 Duration:
6 Months with potential for extension About The Role
We are seeking qualified contractors to fulfill the role of a
Brokerage IRA Specialist , who will be a key contributor within the Capital Markets Operations team, focusing on Individual Retirement Account (IRA) processing. This role ensures compliance with regulatory requirements, accurate transaction handling, and exceptional client service. You will collaborate with internal teams and external partners to manage complex IRA activities, resolve inquiries, and support operational excellence. You will work closely with peers, follow established guidelines, and contribute to maintaining financial integrity across processes. This opportunity is open to individuals located in
Richmond, VA and/or surrounding areas. Additionally, the role requires onsite work 5 days a week, Monday - Friday. The project hours of operations will be
Monday - Friday , in which candidate must be available to work an
8-hour shift between 7:00 AM to 7:00 PM Eastern Time . Contractors will be engaged and paid by a third-party payroll supplier,
BCforward , which will serve as the employer of record for tax and compliance purposes. Key Responsibilities
Core Duties
Process IRA distributions, contributions, transfers, rollovers, and beneficiary claims with precision and compliance. Handle complex IRA transactions such as Roth conversions, excess contribution removals, and recharacterizations. Review and interpret documentation for deceased accounts, beneficiary changes, and Power of Attorney requests. Ensure accurate tax reporting by applying correct transaction codes and processing tax document corrections. Deliverables or Project Scope
Maintain compliance with IRS regulations and IRA rules across all transactions. Provide timely and accurate responses to client and front-office inquiries. Support training initiatives for Financial Advisors and Client Service Associates on Wealthscape and ICP platforms. Contribute to continuous improvement by identifying process enhancements and ensuring operational accuracy. Collaboration Tools or Platforms
Wealthscape – for account management and transaction processing. Integrated Cashiering Platform (ICP) – for cash movement and operational workflows. Microsoft Office Suite – for documentation, reporting, and communication. Internal communication channels (email, phone) for client and team support. Qualifications
Bachelor’s degree or equivalent education, training, and work-related experience. 1 year of brokerage industry experience. Preferred Qualifications
Strong organizational, verbal, and written communication skills. Ability to handle multiple assignments and work under pressure in a fast-paced environment. Attention to detail with emphasis on accuracy and quality. How To Apply
Please register and submit your resume at Avature Contractor Exchange. Qualified candidates will be contacted by Accenture’s Direct Sourcing team for initial screening, then by
BCforward
for next steps. Compliance Notes
This is a contractor role administered through a third-party payroll supplier. The supplier will determine compensation, benefits, and applicable employment policies. The contractor will not be eligible for employee benefits from Accenture. The supplier will ensure compliance with applicable federal and state laws including ADA, FMLA, and local ordinances. Contractors must have work authorization that does not now or in the future require sponsorship of a visa for work authorization in the United States. Individuals currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Contractor candidates will not be obligated to disclose sealed or expunged records of conviction or arrest. A criminal conviction history is not an absolute bar to engagement with Accenture. About
Accenture will not discriminate against individuals because they have inquired about, discussed, or disclosed their own pay or the pay of another individual. Those with access to compensation information as a part of their job functions may not disclose such information unless the disclosure is: In response to a formal complaint or charge, In furtherance of an investigation, proceeding, hearing, or action, or Consistent with Accenture’s legal duty to furnish information California residents or those planning to work from Los Angeles County should review additional notifications here. Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the contractor engagement process. Compensation Disclosure
Compensation for contractor roles supporting Accenture is determined by the contractor’s employer
BCforward , and varies depending on factors such as location, role, skill set, and experience. Benefits
We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits offered by
BCforward
is listed below: https://www.bcforward.com/bcforward-benefits/ Drug-Free Workplace
Accenture maintains a drug-free workplace. Engaging in illegal activities, including drug abuse, may result in termination or other appropriate action. The unlawful manufacture, sale, distribution, transfer, dispensation, possession, or use of controlled substances or marijuana in the workplace is strictly prohibited. Equal Employment Opportunity Statement
Accenture believes that no one should be discriminated against because of their differences. All decisions regarding contractor engagement shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other basis protected by applicable law. Accenture’s commitment to diversity and inclusion extends to all individuals performing services on its behalf, including those engaged through third-party suppliers. For details, view a copy of theAccenture Equal Opportunity Statement. Accenture is an EEO and Affirmative Action supporter of Veterans and Individuals with Disabilities and is committed to providing veteran engagement opportunities. Accenture is committed to fostering an inclusive environment and ensuring equal opportunity for individuals with disabilities or religious observances. If you are hired to perform services as a contractor for Accenture, you may request reasonable accommodations through the supplier, which will coordinate with Accenture as needed to support your ability to perform essential job functions.
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Contractor Opportunity : Brokerage Operations IRA Specialist Location:
Onsite Engagement Type:
Contractor via Third-Party Supplier Contracting Entity:
Accenture Supplier of Record:
BCforward Start Date:
3/13/2026 Duration:
6 Months with potential for extension About The Role
We are seeking qualified contractors to fulfill the role of a
Brokerage IRA Specialist , who will be a key contributor within the Capital Markets Operations team, focusing on Individual Retirement Account (IRA) processing. This role ensures compliance with regulatory requirements, accurate transaction handling, and exceptional client service. You will collaborate with internal teams and external partners to manage complex IRA activities, resolve inquiries, and support operational excellence. You will work closely with peers, follow established guidelines, and contribute to maintaining financial integrity across processes. This opportunity is open to individuals located in
Richmond, VA and/or surrounding areas. Additionally, the role requires onsite work 5 days a week, Monday - Friday. The project hours of operations will be
Monday - Friday , in which candidate must be available to work an
8-hour shift between 7:00 AM to 7:00 PM Eastern Time . Contractors will be engaged and paid by a third-party payroll supplier,
BCforward , which will serve as the employer of record for tax and compliance purposes. Key Responsibilities
Core Duties
Process IRA distributions, contributions, transfers, rollovers, and beneficiary claims with precision and compliance. Handle complex IRA transactions such as Roth conversions, excess contribution removals, and recharacterizations. Review and interpret documentation for deceased accounts, beneficiary changes, and Power of Attorney requests. Ensure accurate tax reporting by applying correct transaction codes and processing tax document corrections. Deliverables or Project Scope
Maintain compliance with IRS regulations and IRA rules across all transactions. Provide timely and accurate responses to client and front-office inquiries. Support training initiatives for Financial Advisors and Client Service Associates on Wealthscape and ICP platforms. Contribute to continuous improvement by identifying process enhancements and ensuring operational accuracy. Collaboration Tools or Platforms
Wealthscape – for account management and transaction processing. Integrated Cashiering Platform (ICP) – for cash movement and operational workflows. Microsoft Office Suite – for documentation, reporting, and communication. Internal communication channels (email, phone) for client and team support. Qualifications
Bachelor’s degree or equivalent education, training, and work-related experience. 1 year of brokerage industry experience. Preferred Qualifications
Strong organizational, verbal, and written communication skills. Ability to handle multiple assignments and work under pressure in a fast-paced environment. Attention to detail with emphasis on accuracy and quality. How To Apply
Please register and submit your resume at Avature Contractor Exchange. Qualified candidates will be contacted by Accenture’s Direct Sourcing team for initial screening, then by
BCforward
for next steps. Compliance Notes
This is a contractor role administered through a third-party payroll supplier. The supplier will determine compensation, benefits, and applicable employment policies. The contractor will not be eligible for employee benefits from Accenture. The supplier will ensure compliance with applicable federal and state laws including ADA, FMLA, and local ordinances. Contractors must have work authorization that does not now or in the future require sponsorship of a visa for work authorization in the United States. Individuals currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Contractor candidates will not be obligated to disclose sealed or expunged records of conviction or arrest. A criminal conviction history is not an absolute bar to engagement with Accenture. About
Accenture will not discriminate against individuals because they have inquired about, discussed, or disclosed their own pay or the pay of another individual. Those with access to compensation information as a part of their job functions may not disclose such information unless the disclosure is: In response to a formal complaint or charge, In furtherance of an investigation, proceeding, hearing, or action, or Consistent with Accenture’s legal duty to furnish information California residents or those planning to work from Los Angeles County should review additional notifications here. Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the contractor engagement process. Compensation Disclosure
Compensation for contractor roles supporting Accenture is determined by the contractor’s employer
BCforward , and varies depending on factors such as location, role, skill set, and experience. Benefits
We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits offered by
BCforward
is listed below: https://www.bcforward.com/bcforward-benefits/ Drug-Free Workplace
Accenture maintains a drug-free workplace. Engaging in illegal activities, including drug abuse, may result in termination or other appropriate action. The unlawful manufacture, sale, distribution, transfer, dispensation, possession, or use of controlled substances or marijuana in the workplace is strictly prohibited. Equal Employment Opportunity Statement
Accenture believes that no one should be discriminated against because of their differences. All decisions regarding contractor engagement shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other basis protected by applicable law. Accenture’s commitment to diversity and inclusion extends to all individuals performing services on its behalf, including those engaged through third-party suppliers. For details, view a copy of theAccenture Equal Opportunity Statement. Accenture is an EEO and Affirmative Action supporter of Veterans and Individuals with Disabilities and is committed to providing veteran engagement opportunities. Accenture is committed to fostering an inclusive environment and ensuring equal opportunity for individuals with disabilities or religious observances. If you are hired to perform services as a contractor for Accenture, you may request reasonable accommodations through the supplier, which will coordinate with Accenture as needed to support your ability to perform essential job functions.
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