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Ira Specialist Temp
3 months ago
**Temporary IRA Specialist Opportunity at American Hartford Gold (3-Month Role)**
Are you ready to contribute to a dynamic and collaborative team environment? Join American Hartford Gold as a temporary IRA Specialist for a 3-month period and play a pivotal role in our mission to provide alternative wealth solutions to clients nationwide. We are seeking motivated individuals with excellent communication skills to join our team
**Key Responsibilities**:
- Prepare IRA documents with precision and accuracy.
- Communicate effectively with clients, financial institutions, processing department members, and the sales team.
- Collaborate with internal teams to ensure seamless operations.
- Provide excellent customer service to address client inquiries and concerns.
**Requirements**:
- Previous experience in financial services, banking, customer service, or administrative roles.
- Excellent written and oral communication skills.
- Strong phone skills to interact effectively with clients and team members.
- Basic knowledge of Microsoft Word and Excel for document preparation and data management.
**Details**:
- Job Type: Temporary (3 months)
- Pay: $25.00 per hour
**Job Types**: Full-time, Temporary
Pay: $24.00 - $25.00 per hour
**Benefits**:
- 401(k)
- Health insurance
- Life insurance
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
**Experience**:
- Financial concepts: 1 year (preferred)
Ability to Commute:
- Woodland Hills, CA 91367 (preferred)
Ability to Relocate:
- Woodland Hills, CA 91367: Relocate before starting work (preferred)
Work Location: In person