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IRA Processor Assistant

IRA Processor Assistant

Reagan Gold GroupLos Angeles, CA, United States
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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 Assistant 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 Assistant, 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 (Preferred)

    • Ability to Commute :

  • Los Angeles, CA 90045 (Required)

    • Work Location : In person (On-Site)

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    Processor • Los Angeles, CA, United States