Goldco Direct, LLC Hiring for IRA Processor/Rollover Specialist at Remote Full Time

The Processing Team of a leading precious metals company located in Woodland Hills, CA, is seeking a full-time Processor/Rollover Specialist in the Individual Retirement Account (IRA) Services department. This position involves the preparation of IRA documents and correspondence, communicating directly with the sales team and financial institutions, as well as maintenance of confidential internal records. We are a continuously growing team looking for a long-term team member!

Position Requirements:

• Prior experience with IRAs or other financial services/products
• High attention to detail with speed and accuracy in daily operations
• Possess excellent oral and written communication skills
• Be personable, service-oriented, and respectful at all times; maintain a positive 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; takes initiative and is willing go the extra mile
• Excellent computer skills; basic knowledge of Microsoft Word and Excel
• Consistent attendance, punctual and reliable
• Able to work independently and coordinate with others
• Experience with SalesForce a plus
• Calm demeanor; able to handle pressure with ease

Perks/Benefits:

• Health benefits and 401k available after 90 days
• Accrued paid time off; paid holidays.
• Access to company Suite and events at Crypto.com (Staples Center) Arena
• Friendly office culture and atmosphere! Coffee bar, snacks, office lunches/gatherings
• Potential for advancement! We are a rapidly growing organization

Physical Demands:

• Must be able to remain in a stationary position at least 75% of the time.
• Constantly operates a telephone, computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• Must be able to effectively communicate with co-workers, customers and other third-parties.

Equal Opportunity Employer: Goldco supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. Goldco does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

Job Type: Full-time

Pay: $18.00 – $27.00 per hour

Benefits:

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

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Signing bonus

Experience:

• Financial Services: 1 year (Preferred)

Work Location: Remote