IRA Specialist Goldco Direct, LLC Goldco Direct, LLC

A leading precious metals company located in a beautiful, easily accessible office in Woodland Hills, CA, is seeking a full-time IRA Specialist in the Individual Retirement Account (IRA) Services department. 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 Actual sales experience is also helpful but not required.

Position Requirements:

  • 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 a plus
  • Calm demeanor; able to handle occasional pressure with ease

Hourly compensation will be based upon experience; health benefits and 401k available after 90 days; accrued paid time off; paid holidays. Friendly office culture and atmosphere. Lots of perks — coffee bar, snacks, occasional lunches. Potential for advancement for the right candidate.

Hours of operation are Monday through Friday, 8am – 5pm. Please submit your resume and compensation requirements.

Job Type: Full-time

Benefits:

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

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Work Location:

  • One location

This Company Describes Its Culture as:

  • Detail-oriented — quality and precision-focused
  • Team-oriented — cooperative and collaborative

Benefit Conditions:

  • Waiting period may apply

Work Remotely:

  • Temporarily due to COVID-19

COVID-19 Precaution(s):

  • Remote interview process
  • Virtual meetings

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