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Ira Specialist Temp

3 months ago


Woodland Hills, United States American Hartford Gold Full time

**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