Allegiance Gold is expanding its IRA processing team. The ideal candidate will work closely on onboarding and servicing clients by administering IRA documents and facilitating the transfer of funds between custodians.
Position Requirements:
- Good phone etiquette and ability to communicate effectively and serve clients.
- Prior experience with Self-directed precious metals IRAs or other financial services is highly preferred in administrative and processing role
- Excellent communications skills and service oriented to both external customers and internal team members.
- Problem solving mindset, mission and goal driven in finding solutions and executing projects.
- Follow tasks through to completion; takes initiative and is willing go the extra mile and promptly communicating with involved parties,
- Structured and creative in coming up with efficient processes.
- Be highly organized; able to set priorities and meet deadlines
- Detail oriented, fast and accurate typing.
- Able to multi-task on multiple clients and projects.
- Excellent computer skills; basic knowledge of word and excel
Job Type: Full-time
- Hours: 7:00AM – 4:00 PM Monday to Fridays.
- Full benefits including health, vision, life, 401K match.
- Professional office culture and atmosphere. Lots of perks — coffee bar, snacks, occasional lunches.
- Potential for advancement in managing the IRA department.
About Us:
The mission of Allegiance Gold is to help individuals protect their wealth and retirement accounts by diversifying and investing in physical precious metals. As an independent national precious metals dealer, Allegiance has a wide range of precious metal products. Allegiance Gold has the highest rating verified by third-party consumer protection agencies such as an A+ from the Better Business Bureau (BBB), AAA from the Business Consumer Alliance and a Five Star rating from TrustLink.
Pay:
- $75,000.00 – $80,000.00 per year.
- The representative will receive monthly bonuses based on number of accurately processed application, accrued paid time off, paid holidays.
- This is not a remote job and the applicant will need to work in our headquarter office in West-Hills, CA.