Incoming Funds Specialist

Job Overview

IRA Financial Trust is a leading self-directed Individual Retirement Account (IRA) custodian, empowering individuals to take control of their retirement savings. With a commitment to providing unparalleled service and innovative solutions, we enable our clients to invest in a diverse range of alternative assets, including real estate, cryptocurrency, precious metals, and more. We are seeking a motivated and detail-oriented individual to join our dynamic team as an Incoming Funds Specialist. In this role, you will play a crucial part in ensuring the efficient and accurate processing of incoming funds, contributing to the overall success of our client transactions.

Job Structure Details

• On-Site
• Full Time
• Hourly/Non-exempt
• Monday-Friday Daytime 9am to 5pm, because we want your weekends free for your family and friends!

Benefits

• Health, Dental, Vision Insurance (Premium-Free Employee-Only Option Available)
• 401(k) Employer Contribution of 4%
• Paid Time, Sick Time, Volunteer Time and Birthday Time Off
• Parental Leave
• 30-Minute Paid Lunch
• Catered lunch every Monday
• Monthly 15 minute massage

Job Responsibilities

Receive and Process Incoming Wires and Checks:

• Accurately handle incoming funds, including wires and checks, ensuring timely and precise processing.
• Verify the authenticity of each transaction and adhere to established protocols.

Deposit Entry and Daily Balancing:

• Enter incoming deposits into the internal database with precision and attention to detail.
• Perform daily balance to ensure accuracy and reconcile any discrepancies promptly.

Mail Sorting and Departmental Dispersal:

• Sort through incoming mail, identifying relevant documents and transactions.
• Disperse mail to the appropriate departments for further processing.

Client Transaction Support:

• Obtain and organize the necessary paperwork to support each client transaction.
• Work closely with clients to ensure all required documentation is complete and accurate.

Client Follow-Up:

• Proactively follow up with clients when necessary to obtain additional information or clarification.
• Provide exceptional customer service and address inquiries related to incoming funds.

Compliance Adherence:

• Ensure strict compliance with company policies, regulatory requirements, and industry standards.
• Uphold security and confidentiality standards in all aspects of fund processing.

Other Tasks as Assigned by Management:

• This is not an exhaustive list of all job duties you will carry out; other tasks will be assigned by management depending on company and departmental needs.

Job Qualifications

• High School Diploma or Equivalent

• 1-2 Years Relevant Experience (required)

• Accounting or Finance Experience (preferred)

• Banking and/or IRA Experience (preferred)

• Strong verbal and written communication skills

• Organizational skills and attention to detail

• Ability to function in a fast-paced, at times stressful environment