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Incoming Transfers Representative

IRA Services, Inc. San Carlos, CA
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

The Incoming Transfers Department has an open full-time position available. The Incoming Transfers Team is responsible for processing all requests for incoming cash and assets from various types of Individual Retirement Accounts and other Qualified Retirement Accounts and different custodians and administrators.

Clients that you will speak with may request information about out department, Incoming Transfers, but they may also require information about the new account, deposit, and investment funding processes, plus more, which will require your knowledge of multiple departments within the company. The training period for this position could be 3-6 months or longer; you are paid for the training period, and live work will be completed during the training period.

Your daily duties will include:

· Contacting clients for missing forms and documentation

· Contacting clients to obtain missing information on existing forms received

· Contacting clients to obtain missing statements for their transfer requests

· Review Transfer Documents for completeness

· Add “Coding” to Transfer Documents

· Collaborates with Transfers-In department regarding pending transfer requests

· Fully reviews approximately 15-50 transfer documents daily

· Use Zendesk Macros and create personalized Zendesk emails to communicate with applicable parties

· Other duties necessary for proper departmental function, as they arise


· High School Degree or equivalent

· Outstanding level of attention to detail

· Excellent organizational skills

· Be at your desk for 7-8 hours per day, sitting and/or standing

· Use of a standing fax/copy machine

· Communicate with clients by phone, email, fax, and other means of communication

· High comfort level with computer applications and proprietary systems

· Data Entry, keying 40+ wpm and 10-key experience

· Ability to lift to 30 pounds

· Microsoft Suite experience and knowledge

· Excellent English communication abilities, verbal and written


· Understanding of “Alternative Assets” and processing transfers of Alternative Assets

· Understanding of the Zendesk ticketing system

· Finance and/or Banking Experience, 3-5 years preferre

IRA Services, Inc.

Why Work Here?

Exciting future ahead with the company which will increase room for growth.

About IRA Services Trust Company: IRA Services has more than 35 years of experience offering unmatched custodial, administrative, and trustee services in the self-directed IRA industry. We provide experience, superior service, true diversification, and low fees, giving you more choices and more control for a better retirement. Chartered in 2008, IRA Services Trust Company is a non-depository trust company regulated by the State of South Dakota Division of Banking. It is authorized to act as a custodian of self-directed IRA accounts. Our account holders invest in traditional publicly-traded assets such as stocks, bonds, and mutual funds, and a wide variety of alternative assets, including: real estate, precious metals, partnerships, limited liability companies, private stock, promissory notes, crowdfunding investments, and more. Investors choose IRA Services as their preferred self-directed IRA custodian because we provide the highest level of customer service to all of our clients, and charge a fair and reasonable price for the services we provide. Our fees are among the lowest, if not the lowest, in the industry. We work with Individuals who want the advantages of a self-directed retirement account, as well as Advisors, Investment Providers and Professionals who specialize in providing alternative asset investment products or help guide investors through their investment decisions. For over three decades, we have assisted mid to large sized Institutions and Organizations with sophisticated custodial trust solutions that offer more choices and greater control. As a passive custodian, IRA Services Trust Company does not perform due diligence on any investments, nor do we provide any investment, legal, or tax advice. What we do provide is custodial administration you can trust. We practice the highest standard of custodial responsibility and advocacy and are dedicated to supporting your custodial needs.


1160 Industrial Rd Ste 1 San Carlos CA 94070
San Carlos, CA

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