Key Responsibilities :

Review and quality-assure new precious metals IRA applications for accuracy, completeness, and compliance Proactively identify and correct errors, missing documentation, and signature deficiencies Monitor application status from submission through approval and funding Coordinate directly with clients to obtain identity documentation and facilitate transfer or rollover paperwork Liaise with custodian partners and other vendors to ensure timely account approvals, asset transfers, and settlements Track payment status and confirm funds receipt and allocation Manage exceptions, resolve multi-party discrepancies, and escalate issues when necessary Maintain accurate records within CRM systems and ticketing platforms Provide operational reporting and status updates to sales and leadership Ensure that all interactions reflect professionalism, clarity, and confidence—particularly when assisting clients with the movement of significant retirement assets

Required Qualifications:

Strong customer service skills, with the ability to communicate clearly and professionally with both clients and institutional partners Comfort assisting clients with the transfer of substantial retirement assets and instilling confidence throughout the process Meticulous attention to detail and commitment to error-free execution Demonstrated ability to manage multiple concurrent workflows without sacrificing accuracy Proficiency in CRM systems, ticket management software, vendor portals, and Microsoft Office (especially Excel, Outlook, and Word) Comfortable operating within a highly digital, process-driven workflow environment

Preferred Qualifications:

5+ years of experience in a back-office operations role involving: Workflow coordination Reporting and documentation management Ticket queue management Resolution of complex, multi-party errors or disputes Experience in a regulated financial services environment (insurance, banking, brokerage, investment advisory, retirement services, etc.) Direct experience handling money movement instructions, rollovers, transfers, or custodial coordination A bachelor's degree from an accredited university, with a focus on business, economics, accounting, finance or related field

Role Structure:

Individual contributor role No direct reports Works as part of a two-person Retirement Services team Close daily coordination with the sales floor

US Gold Bureau, Benefits and Perks:

Benefits:

Medical, Dental, Vision, Life, STD, LTD 401k:
100% match, up to 3% of contribution
50% match for 4th and 5th % of contribution
Fully vested upon enrollment

PTO:

3 weeks (15 business days) per year

Holidays:

Up to 11 paid days per year

Events/Fun:

Employee Appreciation and Recognition Events and Trips
Monthly Social Squad Events

Seasonal and Holiday Events Benefits:

401(k) matching Dental insurance Employee assistance program Employee discount Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

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