Colonial Metals Group is a premier financial firm in the Precious Metals space based out of West Los Angeles and West Palm Beach, FL!!

We are currently expanding our West Palm Beach team, and seeking a polished and talented IRA Processor to join our Team!

This person will be hired as a full-time IRA Specialist in the Individual Retirement Account (IRA) Services department. This position involves the preparation of IRA documents and correspondence in a fast moving environment; communicating directly with customers, financial institutions, other members of the processing department, and with the sales team, as well as maintenance of confidential internal records.

Position Requirements:

• Prior experience with IRAs - precious metals, cryptocurrency, financial services or investment firm is a plus!
• Consistent attendance, must be punctual and reliable
• High attention to detail with speed and accuracy in daily operations
• Possess excellent oral and written communication skills
• Be personable, customer service-oriented, and respectful at all times
• Able to establish rapport with customers; comfortable on the phone
• Maintain a positive "whatever it takes" attitude
• Be highly organized; able to set priorities and meet deadlines
• Maintain internal client records and confidential information
• Follow tasks through to completion
• Excellent computer skills; basic knowledge of Microsoft Word and Excel
• Able to work independently and coordinate with others
• Experience with Hubspot is a plus
• Calm demeanor; able to handle occasional pressure with ease

Hourly compensation will be based upon experience; health benefits are available after 61 days; accrued paid time off; paid holidays. Friendly office culture and atmosphere.

Hours of operation are Monday through Friday, 8am - 5pm.

Please submit your resume for immediate consideration!

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• West Palm Beach, FL 33401: Relocate before starting work (Required)

Work Location: In person