Description
We are seeking an IRA Assistant to join our team and assist in the development of IRA rate sheets, while ensuring compliance with government regulations and bank policies. The ideal candidate will be responsible for facilitating transfers, distributions, rollovers, conversions, death claims, and closures.
Key Responsibilities
- Receive and process IRA work received through various channels including US mail, Fax, in support of the Brokers
- Perform follow-up actions on transactions submitted through the Brokers with the objective of completing the appropriate transactions and ensuring the proper paperwork is received/executed as per IRS regulations and department policies and procedures
- Properly document actions taken on requests and if necessary communicate any issues to the Broker following department guidelines
- Communicate with customers via phone and or email if required to verify instructions or confirm transactions.
- Review all work items for accuracy and compliance with department guidelines and IRS rules and regulations
- Demonstrate understanding of the systems and training documentation supporting IRA transactions
Requirements
- Strong knowledge of IRA regulations and policies
- Excellent organizational and time management skills
- Attention to detail and accuracy
- Proficiency in financial statements and reports
- Excellent communication and interpersonal skills
Benefits
Medical, Dental, Vision, 401k
PTO: 1 week paid annually
Paid Holidays
Occasional Opportunity for Commission
Work From Home
Paid Holidays
Occasional Opportunity for Commission
Work From Home
About Birch Gold Group
As a leading national dealer of precious metals, Birch Gold Group helps Americans diversify their savings with physical gold and silver. Customers can purchase for physical delivery, or they can roll over all or a portion of an existing IRA or eligible 401(k) into a Precious Metals IRA. Our customer satisfaction and record of service is exemplary, and we maintain an A+ rating with the BBB. So no matter your past experience with precious metals, you can rest assured that we will provide you with superior service.
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