What are the responsibilities and job description for the Transaction Coordinator position at Mountain West IRA?
About us
Mountain West IRA is a small business in Boise, ID. We are professional, customer-centric, fast-paced and our goal is to perform impeccable administration and friendly, helpful customer service.
Our work environment includes:
- Modern office setting
- On-the-job training
- Growth opportunities
Mountain West IRA, an 18-year-old local company doing business nationally is offering this exciting opportunity for a Transaction Coordinator. We are looking for an enthusiastic individual responsible for maintaining client accounts, processing client transactions, and communicating with clients. We are client service oriented and have developed years-long relationships with over 3,500 clients.
For someone who is professional, hardworking and proud to help others, this is an excellent opportunity for you! We will offer all the on-site training needed for you to succeed in this role.
For more information on who we are as a company, please visit https://mountainwestira.com.
Responsibilities: (Position may include additional functions not listed)
- File and scan all paperwork appropriately
- Enter client transactions in trust software for daily purchase and sale processing
- Follow up with clients to ensure all paperwork is accurate and complete
- Complete processing tasks for all asset purchase and asset sale transactions
- Create name & address records and create assets in trust accounting software
- Support the process of outgoing checks and wires by ensuring all have appropriate documentation and sufficient funds to pay
- Clear communication with clients via email and phone
- Answer and route calls to appropriate people
Qualifications: (Required knowledge, skills, abilities, education, experience, etc.)
- 2 year office experience or back-office administration
- Strong client service orientation
- Strong writing and grammar skills are required
- Strong verbal communication skills are required
- Experience with Microsoft Office
- Ability to learn in-house trust program (Cheetah) – Will Provide Training
Job Type: Full-time
Pay: $18.00 per hour
Expected hours: 39 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
Salary : $18