We are currently seeking a full-time IRA Specialist in the Individual Retirement Account (IRA) Services department to join our current team. This position involves the preparation of IRA documents and correspondence; communicating directly with customers, financial institutions, other members of the processing department, and with the sales team, as well as maintenance of confidential internal records.

Position Requirements:

• Financial service background is a MUST - minimum of 1 years experience
• Prior experience with IRAs - precious metals, cryptocurrency, financial services or investment firm
• Consistent attendance, must be punctual and reliable
• High attention to detail with speed and accuracy in daily operations
• Possess excellent oral and written communication skills
• Be personable, customer service-oriented, and respectful at all times
• Able to establish rapport with customers; comfortable on the phone
• Maintain a positive "whatever it takes" attitude
• Be flexible in daily assignments; multi-task with ease
• Be highly organized; able to set priorities and meet deadlines
• Maintain internal client records and confidential information
• Follow tasks through to completion
• Excellent computer skills; basic knowledge of Microsoft Word and Excel
• Able to work independently and coordinate with others
• Experience with SalesForce CRM is a plus
• Calm demeanor; able to handle occasional pressure with ease

Compensation will be based upon experience; Friendly office culture and atmosphere. Lots of perks -- coffee bar, snacks, occasional lunches. Potential for advancement for the right candidate.

Please submit your resume and compensation requirements.

Hours of operation are Monday through Friday, 8am - 4pm.

This is not a remote position, you must be located in Los Angeles, CA.

Work Remotely

• No

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Education:

• High school or equivalent (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location

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