IRA Payment Specialist (Entry-Level)

IRA Innovations, LLC is seeking a motivated and detail-oriented IRA Payment Specialist to join our team. This entry-level position plays an important role in processing payments and funding transactions for client investments held within Self-Directed IRA accounts. The ideal candidate will be organized, reliable, and comfortable working in a small office environment with minimal supervision while maintaining a high level of accuracy and client service.

Key Responsibilities

• Review and verify Payment Authorization Forms for accuracy and completeness.

• Review asset purchase documentation related to Self-Directed IRA investments.

• Contact clients to obtain verbal verification for the funding of investment assets.

• Process payments including ACH transfers, wire transfers, and checks for asset purchases and asset-related expenses.

• Maintain accurate transaction records and documentation for compliance purposes.

• Communicate with clients professionally regarding payment requests and transaction verification.

• Work collaboratively with internal team members to ensure timely processing of transactions.

• Assist with general administrative tasks as needed.

Qualifications

• High school diploma required.

• Prior banking, financial services, or IRA-related experience preferred.

• Strong attention to detail and ability to review documentation carefully.

• Excellent verbal and written communication skills.

• Friendly, professional demeanor with strong customer service skills.

• Ability to manage tasks independently and work effectively in a small office environment with minimal supervision.

• Basic computer proficiency and ability to learn internal systems quickly.

Skills & Attributes

• Highly organized and dependable

• Strong problem-solving abilities

• Comfortable communicating with clients by phone

• Ability to handle sensitive financial information with confidentiality

• Team-oriented with a positive attitude

What We Offer

• Competitive compensation

• Professional growth opportunities within the Self-Directed IRA industry

• Supportive, small-team work environment