Administrative Coordinator
4 weeks ago
IRA Club, LLC is seeking a highly skilled and dedicated Administrative Assistant to join our team. As a key member of our Investor Relations department, you will play a vital role in delivering exceptional service to our valued clients and investment sponsors.
Key Responsibilities- Provide administrative support to clients, including responding to inquiries and resolving issues in a timely and professional manner.
- Conduct thorough reviews of investment documentation to ensure accuracy and completeness.
- Collaborate with external professionals, such as CPAs and attorneys, to educate and consult on client transactions.
- Develop creative solutions to client issues and work with other departments to resolve complex problems.
- Communicate clearly and effectively with clients, providing prompt responses to questions and exceeding expectations.
- Maintain organized records and handle multiple tasks efficiently.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with diverse clientele.
- A passion for helping others and a genuine enthusiasm for learning and collaboration.
- Keen analytical and problem-solving skills, coupled with critical thinking and a solution-oriented mindset.
- Proficiency in Microsoft Office Suite and a willingness to learn internal tools.
- Understanding of retirement account regulations and investment principles (a plus).
- Positive attitude, adaptability, and ability to effectively prioritize and manage multiple tasks.
- Competitive health and dental insurance benefits.
- Generous paid time off policy, increasing with tenure.
- Company retirement plan with a contribution match.
- Pre-tax commuter benefits for convenient transportation options.
- Fun and collaborative work environment with stocked breakroom and company-sponsored activities.
At IRA Club, LLC, we are committed to creating a positive and inclusive work environment that values diversity and promotes growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.
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Administrative Coordinator
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Administrative Coordinator
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Administrative Coordinator
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Administrative Coordinator
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