IRA Processor Assistant

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 :

What Reagan Gold Group Offers :

Experience :

Ability to Commute :

Work Location : In person (On-Site)