Retirement Account Services Coordinator

4 weeks ago


Burbank, California, United States Birch Gold Group Full time
Retirement Account Services Coordinator

We are seeking a highly organized and detail-oriented individual to fill the role of Retirement Account Services Coordinator. In this position, you will be responsible for:
  • Receiving and preparing IRA documents received through the IRA Service Center and from Call Center Representatives for mailing to customers.
  • Receiving, auditing, or distributing IRA documents and signature cards returned through the US mail and interoffice.
  • Maintaining accurate and up-to-date records of customer interactions and transaction history.

Benefits: Medical, dental, vision, 401(k), vacation time, and paid holidays.

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