Job Description
New Accounts Coordinator – Entry-Level Must Live in the state of SD.
Sioux Falls, SD | Starting at $19/hour | Full-Time (Mon–Fri, 7 AM – 4 PM)
Take the First Step Toward a Career in Financial Services
At American IRA, we help individuals take control of their financial futures by specializing in self-directed retirement accounts. We empower clients to invest in what matters to them—and we’re looking for someone detail-oriented, motivated, and eager to learn to join our Sioux Falls team.
This is an entry-level opportunity in a professional yet relaxed environment where collaboration, growth, and client service are top priorities.
What You’ll Do:
Guide clients through the new account opening process
Review applications and documentation for accuracy and compliance
Communicate with clients by phone and email, providing updates and support
Keep records up to date in our CRM system
Partner with internal teams to ensure smooth onboarding
Suggest process improvements to enhance client experience
Why Join American IRA?
Pay: From $19.00 per hour (based on experience)
Full benefits package, including:
Health, dental, vision, and life insurance (employer-subsidized)
Paid time off and holidays
Additional voluntary coverage options (accident, critical illness, disability, pet insurance, and more)
Growth opportunities in the financial services industry
Apply Today
If you’re local to Sioux Falls, detail-oriented, and ready to grow your career in financial services, we’d love to hear from you! Send your resume to Sharon@newvisiontrust.com.
Job Requirements
Must live in the state of SD no exceptions.
2+ years of customer service in an office environment or administrative experience (financial services a plus)
Strong written and verbal communication skills
Excellent attention to detail and organizational ability
Comfort with multitasking and working independently
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Adobe Acrobat)
CRM knowledge is a bonus
High school diploma required; must pass a background check
Positive, professional attitude with respect for confidentiality
Nice to Have: Familiarity with IRA rules and alternative investments (real estate, private placements, etc.)