Account Coordinator

Job Title: New Accounts Coordinator – Self-Directed IRAs Location: Asheville, NC Job Type: Full-Time Position Summary: We are seeking a detail-oriented and customer-focused individual to join our team as a New Accounts Coordinator in the self-directed IRA space. This role is responsible for assisting clients through the account opening process, ensuring accurate documentation, and maintaining compliance with IRS and company guidelines. The ideal candidate will have excellent communication skills and an understanding of retirement accounts and investment alternatives.