Financial Processor – Alternative Assets Associate – The Entrust Group – Jobs in Oakland, CA | OpenJobs AI

Which company is this position for?

The Entrust Group

Job Details

Overview Company

Financial Processor – Alternative Assets Associate

$60k/y-$65k/y

The Entrust Group

21 hours ago

Highlight

OnsiteFull-timeEntry

Summary

The Entrust Group is seeking a Financial Processor – Alternative Assets Associate to join their team in Oakland, CA. The role involves assisting clients with their self-directed retirement accounts and alternative investments.

About the Role

As a Financial Processor – Alternative Assets Associate, you will play a vital role in providing excellent customer service while educating clients about investment possibilities within their IRAs. Your responsibilities will include managing client requests, processing transactions, and collaborating with various departments to resolve issues related to recordkeeping and asset management. This position requires strong multitasking abilities in a high-volume, fast-paced environment.

About You

Required:

Bachelor's degree in finance, accounting, or a related field.
Experience in banking, finance, accounting, or related industries.

Preferred:

Experience in client services or related industries.
Working knowledge of self-directed retirement plans or the retirement industry.

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Tuition reimbursement
Vision insurance

The Entrust Group

Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more. All you need is a self-directed IRA (SDIRA). This type of investment account is identical to an IRA from a bank or brokerage, with one distinct advantage: rather than being limited to stocks and bonds, you’re able to invest in any asset the IRS allows. For experienced investors, this offers the opportunity for true portfolio diversification, enhanced control, and all the same tax advantages of any other IRA. Why choose Entrust? With over 40 years of experience, 24,000+ investors, and over $5 billion in assets under administration, we’re a trusted leader in the industry. Plus, our award-winning online portal allows for lightning-fast transactions and simplified account management.

Oakland, CA