GENERAL DESCRIPTION OF POSITION

The GoldStar Trust Precious Metals Specialist is responsible for the timeliness and accuracy of all purchases, sales, and in-kind transactions for IRA accounts that hold precious metals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Receives direction to purchase precious metals from client and / or precious metal broker dealer. This duty is performed daily.

2. Processes requests to purchase precious metals in operating system. This duty is performed daily.

3. Receives direction to liquidate precious metals from client and / or precious metal broker dealer. This duty is performed as needed.

4. Processes requests to liquidate precious metals in operating system. This duty is performed as needed.

5. Processes and prepares precious metals for In- kind distribution and inform depository of request. This duty is performed as needed.

6. Prepares various order preparation related to precious metals. This duty is performed as needed.

7. Reconciles with depository and ensure records are accurate. This duty is performed as needed.

8. Conducts research. This duty is performed as needed.

9. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.

10. Completes required BSA / AML training and other compliance training as assigned. This duty is performed quarterly.

11. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned requirements listed below are representative of the knowledge, skill, and / or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and / or on the job education in a specific skill area; data processing, clerical / administrative, equipment operation, etc, plus 7 to 11 months related experience and / or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals;

ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Intermediate : Spreadsheet, Word Processing / Typing

Basic : 10-Key, Accounting, Alphanumeric Data Entry, Database

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.

and occasionally required to stand, walk, sit, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 10 pounds.

Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

• Must have the ability to read and interpret documents such as operating instructions and procedure manuals
• Must have strong organizational, interpersonal, and communication skills
• Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
• Must be detail oriented and able to solve problems
• Must have the ability to speak effectively before groups of customers or employees of organization
• Must have the ability to work with mathematical concepts that relate to precious metal transactions
• Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
• Must have the ability to deal with problems involving several concrete variable in standardized situations
• Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software

Last updated : 2024-05-13