COMPANY BACKGROUND
NuView Trust Company, Inc is a South Dakota based third-party Custodian for individuals and companies that self-direct their retirement plan. Simply stated, people choose NuView when they wish to buy “non-traditional” assets in their retirement plan such as real estate or private investments.
POSITION BACKGROUND
NuView Trust Company, Inc oversees the administration services performed by NuView IRA, Inc, a FL based IRA administration company. This position is responsible for working directly with NuView IRA and performing regular audits, compliance updates and ensuring all reporting requirements are met. In addition, this position will work with the NuView Trust Company board of directors and be responsible for the communication of information between the parties as well as quarterly meeting management.
HOURS
This position is a full-time position. Hours are:
Monday – Thursday 8:30 – 5:30
Friday 8:30 – 5:00
JOB EXPECTATIONS
Perform internal audit of client account documents
Regularly review and audit of client account assets
Review and audit annual IRS reporting
Perform bi-weekly FinCen review
Manage and approve FMV updates
Provide monthly trust reports to Board of Directors
Prepare and track all information for quarterly board meetings
SKILLS REQUIRED
Computer literate in Microsoft Office including Excel and Word
Knowledge of accounting procedures
Must be able to communicate in a concise, clear manner
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
Good communicator
Professional appearance and demeanor
Quick learner-able to grasp tangible and intangible ideas rapidly – and retain
Financial Services Experience