GoldCo. is a leader in the precious metals industry, located in Woodland Hills, CA. GoldCo. has over a decade of experience helping customers protect their retirement savings.
GoldCo. is seeking a full-time Processor 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.
You Can Expect To:
- Preparation of IRA documents and correspondence
- Communicating directly with the sales team and financial institutions
- Maintenance of confidential internal records
- Maintain internal client records and confidential information
- Follow tasks through to completion; takes initiative and is willing go the extra mile
Is This You?
- Prior experience with IRAs or other financial services
- High attention to detail with speed and accuracy in daily operations
- Possess excellent oral and written communication skills
- 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
- 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