What are the responsibilities and job description for the IRA Processor position at BlockTrustIRA?
BlockTrust IRA offers our clients a variety of options in the Cryptocurrency Investment space. Our primary business involves transferring existing retirement accounts like 401k's and IRA's that are currently in traditional investments to IRA's invested in cryptocurrencies.
In addition to allowing our clients to buy and sell 60 cryptocurrencies, BlockTrust IRA also offers the ONLY AI-Powered Managed Crypto IRA on the market today, with unparalleled returns for our clients that consistently outperform the market.
We are looking to add 1-2 in-house, full-time processors in our IRA department. Primary responsibilities of this role include:
- Preparation of documents for IRA transfers and other transactions
- Direct communication with both clients & financial institutions
- Coordination with head of IRA processing department and sales team
- Maintaining records and organization of multi-step IRA processes
Our ideal candidate has following experience/skills:
- Background in financial services (2 yrs pref.)
- Experience directly in IRA department preferred (precious metals, crypto, or other financial/investment services)
- Confident interacting regularly with clients on the phone
- Experience with client management/organization
- Salesforce & Microsoft Word/Excel experience is a plus