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Jobs @ Imagine: Business Processor

Overview

Las Vegas, NV - Must live in Las Vegas Metro Area.  Not a remote position.

Contract - 1099

$30+ per hour, D.O.E.  Part-Time or Full-Time.

Skills

  • Problem-Solving

  • DocuSign

  • Microsoft Office Suite

  • Excellent Communication

  • Experience with a Custodian and Self-Directed Retirement Accounts is highly preferred.

Job Details

This position is for our Imagine IRA division.  The candidate will work with self-directed retirement plans  and help to bring retirement business from application to completion.  The candidate will assist Imagine Agents with issues related to their submitted retirement plan business and will assist with our CPA Tax Planning partners.

As a Contract 1099 Contractor, we offer a flexible work schedule, with the potential for some remote work once the candidate proves themselves.  Performance bonuses and travel perks are available for successful full-time Contract 1099 Contractors.

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  • Minimum 3 years experience in a business environment, preferably in the financial services industry

  • Strong organizational skills are required

  • Experience in working in a fast-paced environment and the ability to work under pressure

  • Ability to effectively communicate with Imagine Independent Agents and Imagine Staff and solve problems quickly

  • Experience with self-directed retirement plan processing with is highly preferred, but not required

  • Ability to learn our back office systems and should be comfortable with using and learning new technologies

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