Onboarding, Operations Specialist

📋 Description

• Process transfer requests into self-directed retirement accounts.
• Review transfer docs for completeness and accuracy.
• Submit transfer requests to custodians via approved methods.
• Track transfer status and follow up with custodians.
• Support New Accounts Onboarding with account maintenance.
• Communicate with investors about status and missing docs.

🎯 Requirements

• 1+ year in financial services or operations support.
• Strong attention to detail and organization.
• Ability to manage multiple open requests simultaneously.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Experience with IRA/retirement transfers is a plus.

🎁 Benefits

• Hybrid schedule: 2-3 days in SF office.
• Background checks: employment, education, criminal history, fingerprints, drug test.
• Equal opportunity employer; diverse and inclusive.
• Collaborative, mission-driven culture in private markets.