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IRA Transaction Coordinator — Client Service
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-06-30
Listing for:
uDirect IRA Services, LLC
Full Time
position Listed on 2026-06-30
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
uDirect IRA Services, LLC in Irvine, California is seeking a Transaction Coordinator to help account holders invest their self-directed retirement funds into alternative assets. This role focuses on customer service, document review, and administrative processing related to IRA accounts.
The ideal candidate will excel in customer interactions and possess strong organizational skills for handling various tasks associated with IRA transactions.
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