IRA Processor

Cedar Gold Group specializes in precious metals IRAs, helping clients use funds from existing IRAs and eligible 401(k) plans to hold gold and other precious metals in a retirement account. Our team explains the process in plain language so clients can make informed decisions about their retirement savings. We value expertise, client education, and integrity in every interaction.

IRA Processor | Full-Time, Remote

Cedar Gold Group

Cedar Gold Group specializes in precious metals IRAs, helping clients use funds from existing IRAs and eligible 401(k) plans to hold gold and other precious metals in a retirement account. Our team explains the process in plain language so clients can make informed decisions about their retirement savings. We value expertise, client education, and integrity in every interaction.

Cedar Gold Group is hiring a full-time, remote IRA Processor to manage IRA transfer and 401(k) rollover paperwork from intake through completion. You’ll work directly with clients, IRA custodians, financial institutions, and internal teams to verify account information, resolve paperwork issues, and keep clients informed throughout the process.

Prior hands-on experience processing IRA transfers or 401(k) rollovers is required.

• Prepare, review, and submit IRA transfer and 401(k) rollover paperwork, checking forms and supporting documents for accuracy and completeness.
• Coordinate with clients, custodians, and financial institutions to verify account details, obtain missing information, and resolve processing issues.
• Track pending transactions, follow up on outstanding items, and keep cases moving through completion.
• Answer client questions about paperwork and next steps, and provide timely status updates.
• Maintain accurate client records, transaction notes, and follow-up dates in the CRM.
• Follow established processing and compliance procedures and handle sensitive client information confidentially.

• Required: Hands-on experience processing IRA transfers or 401(k) rollovers, including reviewing paperwork and following up on pending transactions.
• Strong attention to detail and accuracy in document review and data entry.
• Clear, professional written and verbal communication skills.
• Ability to manage multiple active cases, meet deadlines, and collaborate with colleagues in a remote environment.
• Proficiency with CRM systems, spreadsheets, and standard office software.
• High school diploma or equivalent required. An associate or bachelor’s degree in finance, business, or a related field is preferred.