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. NuView services over 6,000 accounts with nearly $1 billion in assets under administration.

POSITION BACKGROUND

NuView clients execute transactions/requests on a periodic basis, buying and selling assets through their Self-Directed retirement account. Our 4 investment processing teams handle the various client requests at throughout a client’s course of account management. This position will provide support to the Senior Processors on these teams. This is a great entry point into our company to grow and learn. The responsibilities include:

Basic document review

Check identification and data entry

Client account updates

Communicate with client about paperwork deficiencies

HOURS

This position is a full-time position. Hours are Monday – Friday 8:30 – 5:30 with one evening per week until 7:00.

JOB EXPECTATIONS

Assist with the preparation and input of the daily processing

Provide the client friendly, helpful assistance on their requests

Utilize Salesforce and Trust Software to input transactions and updates

Assist clients by processing and following up on their requests

Communicate with clients and authorized third parties on account details

Provide the highest level of customer service to clients

Provide support as needed to other NuView employees

SKILLS REQUIRED

Computer literate in Microsoft Office including Excel, Word and Outlook

Must be able to communicate in a concise, clear manner

Must has clerical and data entry experience

Must be a non-smoker

Must be able to multi task

Demonstrated ability to work effectively in a client services role

Professional appearance and demeanor

Stay calm when others may panic

TALENTS DESIRED

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

Quick learner-able to grasp tangible and intangible ideas rapidly – and retain

OTHER:

Background and credit check will be completed

Complete Required Bank Training After Hire

Candidates must embody NuView’s Core Values

Passion / Integrity / Service / Accountability

BENEFITS and PERKS

Health and Dental at 60 days (80% employer paid)

401K after one year and open enrollment

Short-Term and Long-Term Disability (100% employer paid)

50K Guaranteed Life Insurance (100% employer paid)

Quarterly bonuses

Vacation and Sick time

Paid Holidays

Work for “Best Place to Work” voted three times

Healthcare: Nothing is more important than our health. That's why we offer generous medical, dental, several AFLAC plans (Accident, Hospital), Short-term and Long-term disability 100% employer paid, 50K Guaranteed Life 100% employer paid, plus an Employee Assistance Plan for all employees (and those living in their household). Since we are so concerned with taking care of our employees, 80% of the Health and Dental is company sponsored.

401(k): Employees who work here one year, plus open enrollment date, are automatically enrolled in our safe harbor 401(k) plan which means we contribute 3% regardless of employee contribution. This plan is completely self-directed.

Generous vacation/sick: We offer vacation/sick days that are granted at the beginning of each year. We also celebrate major holidays and plan team building on bank holidays (during the week) with pay.

Professional Office Environment except on Friday: Friday we put on our blue jeans and our employees donate $10.00 to a local charity for the month so that we can give back to our community.

Annual and Quarterly Events/Lavish Christmas Celebrations: We are a company that believes in taking care of their employees and giving back. Three times, NuView IRA has been voted "Best Places to Work" by its employees. There are quarterly events for clients and employees alike, not to mention the quarterly and annual bonuses that reflect your hard work. Christmas will never be the same again after you have experienced a Christmas with NuView IRA.

Games: Our "Fun Friday" is a day to expect the unexpected from treasure hunts to employee recognition with rewards. Our quarterly/yearly employee events take you to Escape Rooms, Hammock Beach Resort for family or The Main Event downtown, just to name a few. We are always looking for ways to build our culture and have fun while we work.

Side Note: A recent anonymous survey of our employees let us know that the best thing about NuView IRA is that they are given the opportunity to grow and move to the next level, they also like being a part of a family oriented group that looks out for each other.