1 Retirement Account Support Specialist Job in Los Angeles, CA
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Retirement Account Support Specialist
$62k-82k (estimate)
Full Time
2 Weeks Ago
Jay Bee chef / driver . is Hiring a Retirement Account Support Specialist Near Los Angeles, CA
Job DescriptionRetirement Account Support SpecialistJob Overview: Lear Capital, a leading precious metals firm since 1997 with over $3 billion in transactions and an A rating with the BBB, is seeking a highly organized, detail-oriented, and efficient professional to join our team as a Retirement Account Support Specialist. This is an exciting opportunity for someone looking to learn the ins and outs of the investment industry while providing essential support to high-income Senior Account Executives. The successful candidate will work directly under the Manager of IRA Operations, wearing multiple hats in a fast-paced work environment. While extensive hands-on training is provided, prior administrative or clerical experience is crucial to ensuring success in this role.
Job Responsibilities
We are a leading provider of gold and silver for individual investors with over $3 Billion in trusted transactions, over 90,0000 customers, 27 years in business, and earning a Four-Star Rating on TrustPilot. We are the largest and longest standing direct marketing and sales enterprise in the precious metals space.
Job Responsibilities
- Review, audit and process new account applications for financial accounts.
- Facilitate the transferring of funds between retirement accounts.
- Coordinate and perform conference calls between clients and various financial institutions.
- Respond professionally to email inquiries from clients and service providers.
- Follow financial markets, geopolitical & economic factors impacting precious metals.
- Follow up with clients on the telephone for administrative purposes.
- Provide excellent customer service with a positive and professional demeanor.
- Perform data entry duties.
- Great customer service and phone etiquette.
- Exhibit a high degree of professionalism and maintain organized client documents and e-files.
- High school diploma/GED required, Associate Degree in Business or related field preferred.
- Minimum 3 years’ experience in a similar position preferred.
- Must possess knowledge of standard office administrative practices and procedures.
- Must be extremely organized, detailed orientated, capable of multitasking with the ability to meet strict deadlines.
- Extremely proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and excellent typing accuracy.
- Excellent oral and written communication skills, with a strong ability to establish rapport with customers.
- Experience in commodities markets, mortgage, or financial services is preferred.
- High volume outbound call experience preferred.
- Must possess a high degree of self-motivation, drive, and a desire to succeed.
- Customer service skills and the ability to handle occasional pressure with ease.
- Full-time salaried position with a base salary of $45,000 annually discretionary bonus.
- Medical, Dental, and Vision Benefits available after 90 days.
- Accrued paid vacation and paid holidays.
- Employee referral program and potential for advancement.
- The hours of operation are Monday through Friday, 7:00 am - 4:00 pm.
- Must be able to remain in a stationary position at least 50% of the time.
- Constantly operates office productivity machinery such as a computer, calculator, copy machine, and printer.
- Must be able to effectively communicate with co-workers and customers.
We are a leading provider of gold and silver for individual investors with over $3 Billion in trusted transactions, over 90,0000 customers, 27 years in business, and earning a Four-Star Rating on TrustPilot. We are the largest and longest standing direct marketing and sales enterprise in the precious metals space.
Job Summary
JOB TYPE
Full Time
SALARY
$62k-82k (estimate)
POST DATE
08/27/2024
EXPIRATION DATE
10/26/2024
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