Colonial Metals Group is a premier financial firm in the Precious Metals space based out of West Los Angeles and West Palm Beach, FL!!
We are currently expanding our West Los Angeles office, and seeking a polished and talented IRA Processor to join our Team!
This person will be hired as a full-time IRA Specialist in the Individual Retirement Account (IRA) Services department. This position involves the preparation of IRA documents and correspondence in a fast moving environment; 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:
- Prior experience with IRAs - precious metals, cryptocurrency, financial services or investment firm is a Plus but not required!
- 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 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 Hubspot is a plus
- Calm demeanor; able to handle occasional pressure with ease
Hourly compensation will be based upon experience; health benefits are available after 61 days; accrued paid time off; paid holidays. Friendly office culture and atmosphere.
Hours of operation are Monday through Friday
Please submit your resume for immediate consideration!
Job Type: Full-time
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Work Location: In person