IRA Services Representative jobs in North Carolina

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

A
Office Assistant/Receptionist
  • American IRA, LLC
  • Asheville, NC FULL_TIME
  • Job Title: Office Assistant

    Company: American IRA

    Location: Asheville, NC

    About Us: American IRA is a leading provider of self-directed retirement account administration services. We specialize in helping individuals take control of their retirement investments by offering a wide range of self-directed IRA services. Our mission is to empower our clients to invest in alternative assets such as real estate, precious metals, private equity, and more, all within the framework of IRS rules and regulations.

    Job Description: We are seeking a dynamic and organized Office Assistant to join our team. As an Office Assistant at American IRA, you will play a crucial role in ensuring the smooth operation of our office environment. You will provide administrative support to various departments and assist in daily office tasks.

    Responsibilities:

    • Greet and assist visitors in a professional and courteous manner
    • Answer and direct phone calls to appropriate personnel
    • Manage incoming and outgoing mail, packages, and deliveries
    • Maintain office supplies inventory and place orders when necessary
    • Assist in organizing and scheduling appointments, meetings, and conferences
    • Perform data entry and update records and reports as needed
    • Assist with filing, scanning, and organizing documents
    • Help with various administrative tasks as assigned

    Requirements:

    • High school diploma or equivalent; college degree preferred
    • Proven experience as an office assistant, administrative assistant, or similar role
    • Proficiency in Microsoft Office suite (Word, Excel, Outlook)
    • Excellent communication and interpersonal skills
    • Strong organizational and multitasking abilities
    • Attention to detail and accuracy
    • Ability to work independently and as part of a team
    • Prior experience in a financial or retirement services industry is a plus

    Benefits:

    • Competitive salary commensurate with experience
    • Comprehensive health insurance coverage
    • Paid time off and holidays
    • Professional development opportunities

    Join our team at American IRA and be part of a company that is dedicated to helping individuals achieve financial independence through self-directed retirement investing. Apply now to embark on a rewarding career as an Office Assistant with us!

    Job Type: Full-time

    Pay: From $15.00 per hour

    Expected hours: 40 per week

    Benefits:

    • Dental insurance
    • Health insurance
    • Vision insurance

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Asheville, NC 28801: Relocate before starting work (Required)

    Work Location: In person

  • 5 Days Ago

M
GUEST SERVICES REPRESENTATIVE
  • Marine Corps Community Services
  • Jacksonville, NC FULL_TIME
  • This position is located with Marine Corps Hospitality Services at the Inns of the Corps. Why Choose MCCS? Here at MCCS, we believe in meaningful connections and opportunities for you to build and dev...
  • 1 Day Ago

S
Member Services Representative
  • Self-Help Services Corp
  • Hendersonville, NC FULL_TIME
  • WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive ...
  • 1 Day Ago

P
Client Services Representative
  • Primeritus Financial Services Inc
  • Raleigh, NC FULL_TIME
  • Gather information from clients and places accounts for repossession, operating within the scope of applicable laws and regulations and in a manner that represents professionalism and that does not je...
  • 6 Days Ago

S
Member Services Representative Floater
  • Self-Help Services Corp
  • Charlotte, NC FULL_TIME
  • WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive ...
  • 6 Days Ago

F
Financial Services Representative - Greensboro, NC
  • Fidelity Brokerage Services LLC
  • , NC FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 2 Months Ago

L
Customer Service Rep
  • LoanMax Title Loans
  • Kansas City, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/18/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Picayune, MS
  • LoanMax Title Loans - Customer Service Representative - Floater (entry level) **We are currently hiring a floater to wor...
  • 4/17/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Topeka, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/17/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Jackson, MS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/17/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Coffeyville, KS
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/16/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Concord, NH
  • LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrow...
  • 4/14/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Liberal, KS
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 4/14/2024 12:00:00 AM

L
Customer Service Rep
  • LoanMax Title Loans
  • Shawnee, KS
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 4/14/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,170 to $46,440