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Accounting Associate

NuView IRA

Accounting Associate

Longwood, FL
Full Time
Paid
  • Responsibilities

    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