What are the responsibilities and job description for the Temp to Hire Investment Processor for Self-Directed IRA Administrator position at iPlan Group?
JOB SUMMARY:
As a temp-to-hire Investment Services Associate at iPlanGroup, you will be at the forefront of managing client investments and ensuring operational excellence in the self-directed IRA space. This role is pivotal in delivering high-quality service to clients by overseeing all aspects of timely investment processing, maintaining accurate records, and ensuring compliance with industry regulations.
ESSENTIAL JOB FUNCTIONS:
- Oversee and execute all aspects of investment processing, transfers and disbursements, in accordance with client service level agreements.
- Manage and maintain accurate investment records, including fair market values (FMVs) and asset valuation updates.
- Ensure that all investment transactions and asset transfers are properly documented and in compliance with relevant regulatory requirements. Maintain accurate records and documentation for auditing and reporting purposes.
- Continuously review and improve processes related to investment transactions, client services, and asset management to enhance operational efficiency and client satisfaction.
- Serve as the escalation point for client inquiries related to self-directed IRAs, providing high-level customer service and technical expertise on investment transactions, account maintenance, and regulatory compliance.
- Work closely with the operations, compliance, and technology teams to ensure smooth processing and resolution of client issues.
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
- Proficient knowledge of self-directed IRAs, alternative asset investments, and regulatory requirements
- Intermediate-level proficiency in Microsoft Office, with expert-level proficiency in Excel
- Intermediate 10-key skills with a minimum of 9,000 KSPH preferred
- Ability to type 45 words per minute (WPM) preferred
SKILLS & ABILITIES:
- Exceptional problem-solving skills with a focus on client service and operational excellence.
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal teams.
EDUCATION:
- Bachelor’s degree in Business, Finance, or a related field, and/or relevant industry certifications (e.g., CISP, IRA Services Professional) preferred.
EXPERIENCE:
- 3 years of experience in financial services, customer service, or operations within the self-directed IRA or alternative asset industry.
- Experience in investment processing and asset management.
PHYSICAL REQUIREMENTS:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Who You Are:
- Trustworthy & Respectful, you are compelled to do the right thing.
- Transformational, Not Transactional, you consistently go above and beyond in the pursuit of excellence.
- Unleashing Potential, you are moved to help others live their best lives.
- Solution Focused, you enjoy problem-solving, and creating and delivering solutions.
- Exhibiting an All In attitude, you are ready to show up every day to do your best.
Who We Are:
The iPlanGroup is the leading Self-Directed IRA company by and for investors. iPlanGroup offers a superior self-directed IRA experience focused on speed, service, and strategy. We provide same-day investment processing to ensure fast, efficient transactions. When clients call, a live person answers, ready to resolve issues. Plus, clients have direct access to our CEO for strategic investment support, providing the guidance needed to maximize financial success. Join a team poised for significant growth, where innovation and client-focused service drive our success and future opportunities.
AN EQUAL OPPORTUNITY EMPLOYER:
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. We intend that all qualified applicants are given equal opportunity, and that selection decisions be based on job-related factors.
Job Types: Contract, Temporary
Pay: From $16.00 per hour
Expected hours: 32 – 40 per week
Benefits:
- Paid time off
Schedule:
- 8 hour shift
Application Question(s):
- Do you have experience with self-directed IRAs?
Ability to Commute:
- Westlake, OH 44145 (Required)
Work Location: In person
Salary : $16