COMPANY BACKGROUND:
NuView IRA, Inc. is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose NuView IRA when they wish to buy “non-traditional” assets in their retirement plan such as real estate. We continue to expand at a healthy pace, with 20% year-over-year client growth.BENEFITS
Self-directed 401k with 3% company contribution
85% employer paid premiums on Medical and Dental insurance for employee only
100% employer paid short term disability for employee only
Annual compensation bonus (based on company profitability)
Performance based quarterly bonus
80 hours of vacation and 40 hours of sick time
POSITION BACKGROUND:
NuView clients execute transactions on a periodic basis, buying and selling assets through their Self-Directed IRA. The Associate’s primary focus is to handle accounting related functions dealing with client accounts. Including, but not limited to: Reconciliation, Funding of Account Transactions, Billing Processing and Inquiries, Wire, Check and ACH Processing and Management. This individual is to set the tone for any follow-on client interaction, and as such must display a positive, can-help attitude.
JOB EXPECTATIONS
Review and process daily investment funding
Account reconciliation
Maintain deposit transactions in the system with accuracy
Utilize Salesforce to input updates regarding assets held in clients’ accounts
Assist account holders and third parties with account and transaction inquiries
Utilize outlook to send emails to account holders and third parties
Perform periodic audit and assist the team in research
Experience in data entry
Assist in other duties as assigned
SKILLS REQUIRED
Computer literate in Microsoft Office including Excel and Word
Knowledge of standard accounting procedures
Accounting Degree or Financial Services Experience
Client Facing Experience (phone and in person)
Must be able to communicate in a concise, clear manner
TALENTS DESIRED
Accounting related experience preferred
High energy - brings contagious enthusiasm into the workplace
Intellectual curiosity – driven to improve oneself and grow with the company
Self-starter – can work alone without supervision
Task driven – will not stop until the work is accomplished
Good communicator
Professional appearance and demeanor
Quick learner-able to grasp tangible and intangible ideas rapidly – and retain
HOURS
This position is a full-time position.
OTHER: Background and Credit Check will be completed