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Retirement Plan Administrator
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- Bishop Gold Group is seeking a dedicated full-time IRA Processing Specialist to support our team in our West LA office.
- This person will be responsible for assisting external customers from start-to-finish in establishing a new IRA. The IRA Specialist will oversee preparation of IRA documents and correspondence, moving funds between custodians, and communicating directly with the internal sales team and external financial institutions via mail, telephone or DocuSign.
- This is an on-site role and required to work in-office Monday-Friday.
- Preparation of IRA rollover forms and maintenance of internal records
- Prior experience with IRA's or other financial services/products
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