Assistant

Company Description uDirect IRA Services empowers individuals to take direct control of their retirement investments through self-directed IRAs. Instead of limiting accounts to traditional stocks, bonds, and mutual funds, uDirect enables clients to choose from a wide range of alternative investment options. The company serves as an independent administrator, processing investment transactions according to each client’s instructions. This structure provides flexibility while maintaining proper account administration and compliance. Team members contribute to helping clients understand and manage self-directed retirement strategies in a supportive, service-oriented environment.

Role Description The Assistant role at uDirect IRA Services is a full-time hybrid position based in Irvine, CA, with some work-from-home flexibility. Day-to-day responsibilities include supporting client service activities, responding to inquiries by phone and email, and assisting with the preparation and processing of IRA-related documents and transactions. The Assistant will help maintain accurate records, update internal systems, and coordinate information between clients, internal teams, and external partners. Additional tasks may include scheduling meetings, organizing digital files, tracking deadlines, and providing general administrative support to ensure smooth office operations. This role requires a detail-oriented, organized professional who is comfortable working in both an in-office and remote environment.

Qualifications

• Strong organizational and administrative skills, including document management, data entry, and calendar coordination.
• Effective written and verbal communication skills, with the ability to respond clearly and professionally to client and team inquiries.
• Customer service orientation, with a focus on empathy, patience, and problem-solving in a financial services environment.
• Proficiency with office productivity tools (e.g., word processing, spreadsheets, email, CRM or databases) and ability to learn new systems.
• Attention to detail and accuracy when handling financial documents, transaction forms, and client records.
• Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced setting.
• Comfort working in a hybrid arrangement, collaborating both in person in Irvine, CA and remotely.
• Prior experience in financial services, retirement accounts, or administrative support is preferred but not required.
• High school diploma or equivalent required; additional education in business, finance, or a related field is a plus.