IRA Processor Assistant
Full Time • Los Angeles
Benefits:
- 401(k) matching
- Company parties
- Free food & snacks
- Health insurance
Reagan Gold Group is a forward-looking financial services firm built on precision, compliance, and a dedication to client success. We are expanding our operations and are seeking an IRA Processor who will uphold our commitment to excellence while contributing to the growth of our team and the satisfaction of our clients.
Role Overview:
As an IRA Processor, you will be responsible for the accurate and timely processing of Individual Retirement Account (IRA) transactions. This position requires strong knowledge of regulations, attention to detail, and the ability to provide both clients and colleagues with informed and dependable support.
Key Responsibilities:
- Process and manage IRA transactions including contributions, rollovers, transfers, distributions, and closures.
- Ensure all activity complies with IRS regulations, state requirements, and Reagan Gold Group’s compliance framework.
- Provide knowledgeable guidance to clients and team members regarding IRA matters, including required minimum distributions (RMD) and tax reporting.
- Review and verify documentation for accuracy, resolving discrepancies swiftly.
- Maintain organized and accurate records, contributing to the efficiency and reliability of the department.
Qualification & Skills:
- Prior experience in IRA processing or financial operations preferred.
- Strong working knowledge of Traditional, Roth, SEP and SIMPLE IRAs.
- Excellent organizational skills with keen attention to detail.
- Clear and professional communication skills, both written and verbal.
- High level of integrity and discretion when handling sensitive information.
What Reagan Gold Group Offers:
- Competitive salary and benefits package.
- A supportive team environment where your expertise is valued.
- The chance to be a part of a growing firm with a long-term vision.
Experience:
- IRA Processing: 1 year (Required)
- IRA Processing: 1 year (Required)
Ability to Commute:
- Los Angeles, CA 90045 (Required)
Work Location: In person (On-Site)
Job Type: Full-time
Benefits:
- 401(k)
- Health insurance
Experience:
- IRA Processor Assistant: 1 year (Preferred)
Language:
- Proficient English (Preferred)
Location:
- Los Angeles, CA 90045 (Required)
Ability to Commute:
- Los Angeles, CA 90045 (Required)
Work Location: In person
Compensation: $52,000.00 - $65,000.00 per year
About Us
The Reagan Gold Group is a privately-held company based in Los Angeles. Our company helps clients diversify their portfolios by acquiring physical gold and silver coins, or by adding physical gold and silver to an existing IRA account.
While we are not advisors in stocks, mutual funds, bonds, annuities, cash, or other paper-based investments, we are experts and consultants in precious metals investments for diversification purposes. We do not see precious metals as a replacement for paper investments; we see them as an asset that can help maintain a balanced investment portfolio. As investors ourselves, we take pride in helping others invest in assets that have helped countless nations, families and individuals preserve their wealth throughout history.
The Reagan Gold Group (RGG) Commitment
The RGG Commitment is: 1) to guide every client toward a perfectly diversified portfolio that suits their unique investment needs, 2) to be the best service provider of gold and silver as an investment alternative during times of abundance and times of turmoil, and 3) to offer the knowledge and information clients need in order to make the best investment decisions for the present and the future. At RGG, we make gold and silver investing simple.
(if you already have a resume on Indeed)