Reagan Gold Group
5 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
This range is provided by Reagan Gold Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$52,000.00/yr - $65,000.00/yr Direct message the job poster from Reagan Gold Group 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: Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Administrative, Customer Service, and General Business Industries Investment Management, Funds and Trusts, and Financial Services Referrals increase your chances of interviewing at Reagan Gold Group by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Process Specialist” roles.
Commerce, CA $70,000.00-$83,000.00 1 day ago Los Angeles Metropolitan Area $120,000.00-$150,000.00 2 weeks ago Paramount, CA $85,000.00-$100,000.00 1 week ago Process Engineer - Sulfur Recovery - Relocate to Saudi Arabia, Permanent Expat Relocation Package
Los Angeles, CA $100,000.00-$115,000.00 1 month ago Los Angeles Metropolitan Area 2 weeks ago Anaheim, CA $80,000.00-$95,000.00 1 month ago Los Angeles, CA $120,000.00-$200,000.00 2 weeks ago Carson, CA $88,000.00-$110,000.00 2 weeks ago HEALTHCARE OPERATIONS EFFICIENCY SPECIALIST
Monrovia, CA $109,628.00-$161,218.00 1 day ago Pasadena, CA $100,000.00-$130,000.00 2 weeks ago Process Planner, Materials Lab Operations
cGMP Process Development (PD) Specialist
Long Beach, CA $109,628.00-$161,218.00 1 day ago ENVIRONMENTAL HEALTH TRAINING COORDINATOR
La Palma, CA $85,000.00-$115,000.00 1 year ago Process and Procedure Specialist Credit Products
Torrance, CA $81,260.00-$111,732.00 4 months ago Pasadena, CA $110,000.00-$140,000.00 2 months ago Santa Fe Springs, CA $30.00-$33.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
$52,000.00/yr - $65,000.00/yr Direct message the job poster from Reagan Gold Group 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: Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Administrative, Customer Service, and General Business Industries Investment Management, Funds and Trusts, and Financial Services Referrals increase your chances of interviewing at Reagan Gold Group by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Process Specialist” roles.
Commerce, CA $70,000.00-$83,000.00 1 day ago Los Angeles Metropolitan Area $120,000.00-$150,000.00 2 weeks ago Paramount, CA $85,000.00-$100,000.00 1 week ago Process Engineer - Sulfur Recovery - Relocate to Saudi Arabia, Permanent Expat Relocation Package
Los Angeles, CA $100,000.00-$115,000.00 1 month ago Los Angeles Metropolitan Area 2 weeks ago Anaheim, CA $80,000.00-$95,000.00 1 month ago Los Angeles, CA $120,000.00-$200,000.00 2 weeks ago Carson, CA $88,000.00-$110,000.00 2 weeks ago HEALTHCARE OPERATIONS EFFICIENCY SPECIALIST
Monrovia, CA $109,628.00-$161,218.00 1 day ago Pasadena, CA $100,000.00-$130,000.00 2 weeks ago Process Planner, Materials Lab Operations
cGMP Process Development (PD) Specialist
Long Beach, CA $109,628.00-$161,218.00 1 day ago ENVIRONMENTAL HEALTH TRAINING COORDINATOR
La Palma, CA $85,000.00-$115,000.00 1 year ago Process and Procedure Specialist Credit Products
Torrance, CA $81,260.00-$111,732.00 4 months ago Pasadena, CA $110,000.00-$140,000.00 2 months ago Santa Fe Springs, CA $30.00-$33.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr