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uDirect IRA Services

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Great Company - Transaction Coordinator uDirect IRA Services Employee Review

5.0
Sep 7, 2021
Recommend
CEO approval
Business outlook

Pros

working here is great. i am provided the tools and training needed to do the job. if at any time i need anything to do the job better, i just have to ask and it is supplied. having a finance background helps but the way they train employees makes it so that even if you have little finance experience, you will be able to do the job. the company provides training and enrolls you in classes, i.e. Retirement Industry Trust Association. also, the perks are very nice. Multiple times a month, lunch is catered. getting time off is also a breeze. as long as you put in your request a week before, the request is accommodated. overall, this place rocks. Two very enthusiastic thumbs up from me!

Cons

sometimes, my food order is incorrect and i dont get the correct side with my free meal, but worse things have definitely happened to better people.

Explore other reviews about uDirect IRA Services

5.0
Jul 3, 2023
Recommend
CEO approval
Business outlook

Pros

Accommodating company with good management

Cons

PTO earned could be better

2.0
Dec 22, 2020
Recommend
CEO approval
Business outlook

Pros

Sometimes catered lunches, once a month or so massages. If you can get someone to write a good review about the company then you get a small gift card to Starbucks.

Cons

For the most part, the owner is nice but often faults subordinates for failures rather than herself for company shortcomings. It is the "Kaaren show" here, you are merely a soldier. She makes it a point, and somewhat of a requirement, to get up in everyone's personal business. The other transaction coordinator is condescending. You only earn 5 days of PTO during first 5 years...this includes sick time! The worst of it all: The custodian this company chose to work with is perhaps the worst in the industry. This position merely acts as a front for the custodian's otherwise horrible customer service. You are merely here to put lipstick on a pig.

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