Operations Specialist Jobs

Ready to embark on a new career in the exciting FinTech industry? Well, we need your amazing skills!

We are in search of an Operations Specialist! The Operations Specialist is responsible for opening new accounts for clients, processing transfer documents, and completing status calls with other custodians. This individual also works closely with the agent groups outside of the company, clients, internally, and in conjunction with operational responsibilities, all team members take inbound customer calls during blocked call times to ensure our clients receive excellent client service from their first point of contact. Operations Specialists must be upbeat and enjoy helping both internal and external customers. Client satisfaction is vital to maintaining our company growth and longevity. This individual also needs to have comprehension of company policy and procedures, trust documentation, and fee schedules. Ideal candidates will have strong customer service experience and love working in fast-paced environments.

Why join us:

Well, because we’re awesome. Seriously. How many other companies call themselves awesome in their own job ad? Sure, we’re humble, but we also needed to get your attention in a sea of a million other ads. We get the job done, we’re innovative, rewarding, and challenging. We also won’t take you for granted and with our start-up you won’t be the tenth employee in the last month working in a department of a hundred. This isn’t the place you come to hide, this is the place you come to shine and grow as a team. So, what’s not to love?

Who we are:

Bitcoin IRA is an equal opportunity employer that promotes both a work-life balance and a vibrant work environment. In profession, we are a retirement custodian and administrator that specializes in self-directed IRAs with comprehensive trust and escrow services. Our day-to-day culture flows through every individual and is felt in each connection, whether it be internal or external. We pride ourselves in encouraging experiential learning through books, activities, exercises, and incentives to continuously better ourselves and create a world where fun and finance can come together.

What we believe in:

We Are One

Above all, we are one team. We pull up and lift each other up ALWAYS. We have an attitude of gratitude and bring the greatest version of ourselves every day. We grow, but we grow as one.

Find The Yes

We under promise and overdeliver. We are constant innovators and are solutions driven. We are anti-fragile and check our egos at the door.

Speed Wins

We are snipers. We move fast, but with precision. We make decisions, we analyze, test, and repeat. We embrace technology and data to make better decisions along the way and get us to the finish line faster.

Fly Higher

We set the standard of professionalism. We work harder and smarter to be better every day.

We learn from our mistakes.

What you’ll get:

Competitive base salary and all the standard benefits you’d expect including generous paid time off (PTO), 401k matching, medical, vision, dental, short-term disability, long-term disability, legal shield, identity theft, pet insurance, and term life insurance options. Plus, we’re always on the hunt for new benefits. We actively want to make sure you’re taken care of!

What we expect:

We expect you to a be a “solid” human being. Someone who doesn’t need to be reminded our handbook includes mutual respect, teamwork, and professional conduct policies. We seek the best. So, working together to uphold our company culture, mission statement, and values comes standard.

• Ability to work collaboratively, communicate effectively and display commitment
• Adhere to all standard company guidelines and handbook policies
• Possess a positive attitude, motivation, and ability to learn
• Ability to take constructive feedback with adaptability and flexibility
• Display strong work ethic relative to punctuality, discipline, and a sense of responsibility
• Capable of time and priority management
• Practice multicultural sensitivity and awareness
• Demonstrate critical thinking and decision-making abilities
• A willingness to ask for help when needed
• Embrace conflict resolution and problem-solving skills
• Exhibit exceptional customer service skills within company guidelines
• Have effective communication skills (listening, verbal, and written)
• Exercise excellent planning and organizational skills

What you’ll do:

• Verify whether agent is in good standing
• Answer calls during scheduled call times
• Follow-up with Client/Agent for missing/incomplete Items
• Notate all appropriate systems
• Add Client, Beneficiaries, New agent profiles to system
• Upload documentation to internal database
• Pick up, open, separate, and prioritize mail
• Notify client of transfer status
• Process LAAF and Power of Attorney documents
• Upload documentation to internal database
• Create Letter of Acceptance and/or Attestation Letter
• Send transfer requests via fedex/email/fax
• Review releasing custodian statement and verify signed transfer documents
• Update tracking spreadsheet
• Obtain custodial signature from approved signer and medallion stamp (if required)
• Assign mail to appropriate team members for processing
• Sort, scan and log all mail
• Send Welcome Letter to client
• Follow-up with releasing custodians on status of unfunded transfers
• Review and Verify applications
• Complete a compliance risk assessment on applicant
• Open account in system for all account types
• Update beneficiaries
• Complete new account reviews
• Update contact information

What You'll Need

• Experience working with Retirement Accounts (IRA's, 401ks, Self-Directed IRA, Pension)
• A willingness to roll-up your sleeves and get work done
• Strong time management skills
• A minimum of 4 years in customer service focused roles
• Excellent written and oral communication skills
• A passion for working with customers and providing excellent customer service
• Comfort and experience being in an innovative start-up environment
• Enthusiasm for our culture. Our culture is unique, and we live by our values
• Accuracy in all data entry
• Ability to create world-class customer service experiences for all stakeholders
• Team and individual goal oriented mindset based on individual and team performance, metrics, and KPIs
• Ability to work well within a team
• A strong preference for and an ability to shine in fast-paced working environments
• A keen eye for attention to detail

Bitcoin IRA is committed to providing reasonable accommodations during our recruitment process. If you need assistance or an accommodation, please reach out to us.