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Priority Gold

IRA Processor

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What they do

A Loan Processor processes applications for bank loans including mortgage or commercial loans. Assists customers with the application process, organizes and reviews credit information or business financial reports, and puts together materials needed for loan underwriters to evaluate an application.

$48,883 / year median in California

-31% projected decline

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Job Description

IRA Processor Priority Gold - 2.2 Sherman Oaks, CA Job Details Full-time $35 - $40 an hour 23 hours ago Qualifications Customer follow-ups Customer communication Retirement account customer support Financial transaction processing Accurate transaction records management Attention to detail Investment account customer support Organizational skills Office record organization Full Job Description IRA Processor - Precious Metals Priority Gold is seeking an experienced IRA Processor to join our team. This position will be responsible for processing and coordinating Self-Directed IRA transactions related to precious metals, working with custodians and clients to ensure transactions are completed accurately and efficiently.
Responsibilities:
Process new and existing Self-Directed IRA transactions Coordinate IRA transfers, rollovers, and required documentation Communicate with IRA custodians, clients, and internal departments Track transactions and follow up on outstanding paperwork or funding Maintain accurate records and ensure all documentation is complete Provide excellent customer service throughout the IRA process
Requirements:
2-3 years of IRA processing experience within the gold/precious metals industry
REQUIRED
Experience working with Self-Directed IRAs and IRA custodians Strong attention to detail and organizational skills Excellent communication and follow-up skills Ability to work in a fast-paced environment Monday -Friday on site 8 hour shifts
Sherman Oaks/Beverly Hills Job Type:
Full-time Pay:
$35.00 - $40.00 per hour
Experience:
Processing IRA Retirement Accounts:
2 years (Preferred) processing gold and silver through
IRAs:
1 year (Preferred)
Selling Precious Metals:
1 year (Preferred)
Work Location:
In person

Benefits

  • Dental Insurance