Retired.com

Recruitment

• Partner with hiring managers across technical and non-technical departments to define role requirements and hiring priorities.
• Develop and execute creative sourcing strategies to attract top talent across software engineering, product, data, compliance, client service, and operations roles.
• Manage the full-cycle recruitment process — from job posting and outreach to interviews, offer negotiations, and onboarding coordination.
• Source candidates through diverse platforms such as LinkedIn Recruiter, GitHub, Stack Overflow, and industry-specific networks.
• Conduct thorough candidate screenings for both technical proficiency and cultural alignment with Retired.com’s values.
• Build a strong pipeline of both technical and business talent to support future growth and hiring forecasts.
• Partner with HR leadership to improve recruiting processes, candidate experience, and employer branding initiatives.
• Track hiring metrics and use data-driven insights to continuously enhance recruiting efficiency and effectiveness.

Tech Recruiter

Client Services Representative

• Respond to client inquiries in a timely and professional manner through phone, email, and live chat channels.
• Deliver accurate information regarding account services, self-directed IRAs, Checkbook LLCs and Trusts, and cryptocurrency, as needed.
• Guide clients through various transactions that occur throughout the IRA account life cycle.
• Troubleshoot and resolve client issues efficiently, escalating more complex matters to the appropriate teams when necessary.
• Maintain a comprehensive understanding of company products, account types, and investment options.
• Record all client interactions and updates accurately within the company’s CRM system.
• Monitor assigned queues to ensure responses aligned with established service level expectations.
• Support clients with routine account activities, account maintenance, and general technical issues.
• Stay current on industry regulations and compliance updates affecting self-directed IRAs.
• Coordinate with cross-functional teams to ensure consistent and seamless client support.
• Actively engage and participate in team meetings, 1:1s, reviews, and ongoing training to enhance knowledge and service effectiveness.
• Perform additional tasks as needed and provide team support as required to uphold service standards and achieve client satisfaction.

Client Service Associate

Accountant

• Process and track accounts payable invoices in accordance with company policy and ensure timely payments
• Initiate and manage domestic and international wire transfers following internal controls and approval processes
• Prepare and maintain documentation for month-end reconciliations using Excel in black-line format or similar tools
• Manage accrual reporting during the month-end close, including tracking outstanding liabilities and ensuring accurate cut-off procedures
• Maintain and reconcile prepaid expense schedules to ensure alignment with accounting standards and reporting timelines
• Request and document approvals for vendor invoices and other expenditures as required by internal controls
• Handle payroll tax, distribution withholding tax, 1099 forms, and other related tax matters
• Respond to vendor inquiries and requests by researching and resolving discrepancies in a timely manner
• Assist in the preparation of schedules and reports for internal audits, external audits, and regulatory filings
• Participate in system improvements, process documentation, and implementation of internal accounting procedures

Tech Recruiter

Client Service Associate

Senior Staff Accountant