What are the responsibilities and job description for the Administrative Assistant position at IRA Club, LLC?
Position: Administrative Assistant
Department: Investor Relations
Schedule: Monday - Friday, 9:00 AM - 5:00 PM
This dynamic role plays a crucial role in delivering top-notch service to IRA Club's valued clients and investment sponsors. You'll be a dedicated point of contact, guiding clients through their investment journey with empathy, expertise, and unwavering commitment to satisfaction. By providing exceptional administrative support and building positive relationships, you'll directly contribute to attracting and retaining clients, fueling the company's growth and success.
What You'll Do:
- Assist clients with various inquiries and transactions related to their IRA and 401(k) investments (no sales involved, comprehensive training provided).
- Conduct thorough administrative reviews of investment documentation, ensuring accuracy and completeness.
- Educate and consult with external professionals (CPAs, attorneys, title companies) involved in client transactions.
- Go above and beyond by crafting creative solutions and collaborating with other departments to resolve client issues.
- Clearly explain procedures, answer questions promptly, and consistently exceed client expectations.
- Maintain excellent organization and handle multiple tasks effectively.
- Perform other duties as assigned.
What We're Looking For:
- Strong communication and interpersonal skills, with the ability to build trust and rapport with diverse clientele.
- A passion for helping others and genuine enthusiasm for learning and collaboration.
- Keen analytical and problem-solving skills, coupled with critical thinking and a solution-oriented mindset.
- Proficiency in Microsoft Office Suite and a willingness to learn our internal tools.
- Understanding of retirement account regulations and investment principles (a plus).
- Positive attitude, adaptability, and ability to effectively prioritize and manage multiple tasks.
Why Choose IRA Club?
- Competitive health and dental insurance benefits.
- Generous paid time off policy, increasing with tenure.
- Company retirement plan with a contribution match.
- Pre-tax commuter benefits for convenient transportation options.
- Fun and collaborative work environment with stocked breakroom and company-sponsored activities.
Ready to become an integral part of a growing company and make a real impact on client success? Apply today!
IRA Club is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment on the basis of age, race, religion, color, disability, sex, sexual orientation, or national origin.