Company Description uDirect IRA Services specializes in self-directed retirement accounts that empower account holders to choose their own investments. While many IRAs are limited to stocks, bonds, and mutual funds, uDirect IRA Services enables clients to access a wide range of alternative assets. The company acts as an independent administrator, processing the investment transactions that clients direct. This model gives investors more control over how they build their retirement portfolios, while relying on uDirect for accurate, compliant transaction handling. Team members support a growing client base that values flexibility, responsiveness, and clear guidance. Role Description The Transaction Coordinator is a full‑time, hybrid role based in Irvine, CA, with flexibility for some work from home. This role focuses on managing and coordinating self‑directed IRA transactions from initiation through completion, ensuring accuracy, timeliness, and compliance with internal procedures. Day‑to‑day responsibilities include reviewing transaction requests and documentation, liaising with clients and third parties (such as escrow agents or custodians), and entering and tracking transaction data in internal systems. The Transaction Coordinator will respond to client inquiries by phone and email, provide clear status updates, and proactively follow up on outstanding items to keep deals moving forward. This role also involves collaborating with internal teams to resolve issues, identifying opportunities to improve workflows, and maintaining organized electronic records for audits and reporting. Qualifications Strong transaction coordination and transaction management skills, with the ability to track multiple transactions and deadlines simultaneously. Familiarity or experience with escrow processes, documentation, and timelines, ideally in financial services or related fields. Excellent verbal and written communication skills, with the ability to explain complex information clearly and professionally. Demonstrated customer service skills, including responsiveness, empathy, and a solutions-focused approach. High attention to detail, accuracy in data entry, and strong organizational skills. Comfort using CRM or case‑management systems, spreadsheets, and standard office software. Ability to work effectively in a hybrid environment, collaborating in‑office in Irvine, CA and independently from home. Prior experience in financial services, retirement accounts, real estate, or escrow is preferred but not required. High school diploma or equivalent required; associate’s or bachelor’s degree in a business or finance‑related field is a plus. #J-18808-Ljbffr
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