IRA Specialist jobs in the United States

IRA Financial Trust Overview

IRA Financial Trust is a leader in Self-Directed IRA's. We serve as a custodian for clients who wish to open or transfer a Self-Directed Individual Retirement Arrangement or Solo 401(k). We specialize in accounts that invest in non-traditional assets, such as real estate, cryptocurrency, and precious metals. We are an innovative, multi-faceted, rapidly growing tech company, providing multiple opportunities for professional growth. We are seeking candidates with a proven history of reliability and success with an eagerness to learn and ability to adapt in a fast-paced, ever-changing environment. Please read further to learn more about this specific opportunity.

Job Overview

The Entities & Compliance Specialist is responsible for filing LLC(s) with the secretary of states, obtaining EIN numbers, and drafting operating agreements. The individual who holds this position will also assist clients in setting up bank accounts for their LLC/Solo 401k. This person will provide IRS compliance assistance regarding prohibited transactions, required IRS forms, among various other questions that arise from clients. They will address client inquiries and concerns via phone, email and chats. The ability to positively interact with IRA Financial Departments and clients is essential. Reports to Entities & Compliance Supervisor.

Responsibilities & Duties

• File LLC(s) with the Secretary of States, obtain EIN numbers, and draft operating agreements
• Assist in setting up bank accounts associated with a client’s LLC or Solo 401k plan
• Create, work and complete tasks in Salesforce
• Provide IRS compliance assistance regarding prohibited transactions, required IRS forms, and address any other request made by clients
• Answer client questions via phone, email, or chat
• Work directly with other departments when necessary to ensure productivity and success
• Provide regular, accurate reports of entities & compliance data to management
• Other tasks as assigned by management

Qualifications & Requirements

• High School Diploma or Equivalent
• IRA Experience Preferred
• Proficient in Microsoft Office, Salesforce experience preferred
• Excellent verbal and written communication
• Exceptional customer service and proven multitasking success
• Strong organizational skills and keen attention to detail
• Critical problem-solving abilities and effective troubleshooting strategies
• Positive and productive interpersonal philosophy

Job Structure Details

• In-Person
• Full Time
• Hourly/Non-exempt
• Monday-Friday Daytime 8-Hour Shift

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Health Savings Account
• 401(k)
• Paid Time Off
• Parental Leave
• Bonus Pay