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IRA Specialist
Remote customer service & data entry pro. 5+ yrs in finance & real estate. Self-managed, async-friendly, 66 WPM with 99% accuracy.
United StatesIRA Specialist at Qualified Trust Company
Maintain accurate records for 50–200 IRA accounts daily, support clients by phone and email, and train team members while resolving complex account issues.
IRA AdministrationData Entryclient supportTrainingExcelWorkflow Management
Entered, processed, and audited about 300 timecards per pay period and managed time and expense workflows in multiple systems. Onboarded 5–20 new employees per week.
Timecard ProcessingExpense AuditingBeelineFieldglassUKGPaychexOracle PayrollOnboarding
Worked fully remote, managing my own schedule, client pipeline, and deadlines. Conducted market analyses in Google Sheets and resolved client issues involving timelines, loans, and inspections.
Real EstateMarket AnalysisGoogle SheetsClient ManagementCommunication Skills