Transaction Associate - Phoenix, United States - Directed IRA

Description

Directed IRA is a growing Trust Company focused on self-directed retirement accounts. Founded by industry leaders and experts on Self Directed IRAs. Directed IRA has quickly become a market leader in the self-directed investment industry.

Directed IRA is built on culture and provides an excellent customer experience. We are the Highest Rated for Processing Time and Service in our industry. Read our verified 5-Star Google Reviews.

We have a fun working environment and love helping people take control of their retirement by investing in alternative investments such as Cryptocurrency, Real Estate and private companies.

We are headquartered in Phoenix, Arizona at 3033 N Central Ave, Suite 400, Phoenix, AZ 85012

Availability to work in office (this is NOT a remote opportunity).

Office hours of 8am - 5pm Arizona time.

Salary $50,000 - $60,000 based on experience.

Awesome optional flex schedule after 6 months that included a half work day every other Friday.


Who We Are Looking to Hire:
A Transaction Associate that demonstrates superior expertise and first-class service to our clients. As a Transaction Associate, you will be an essential member of our trust accounting team.


THE ROLE:

• Processes and reviews transactions per clients request
• Manages transaction pipeline to ensure timely processing
• Works in a team atmosphere to ensure all daily tasks are completed by end of day
• Conducts research to resolve problems on accounts and follows through to ensure client satisfaction
• Assist finance/accounting team on department projects
• Suggest changes to department policies and procedures as appropriate.
• Enter and manage sensitive client data into trust software to open retirement accounts. i.e. IRA, SEP, 401k, HSA.
• Build sustainable relationships and trust with clients' accounts through knowledge and expertise of the selfdirected industry (we have our own internal training).
• Ability to work well with other team members and understand and take direction to assist the team.

REQUIREMENTS/CHARACTERISTICS:

• 2+ years experience with IRAs, 401(k)s, or other retirement accounts
• Associate's Degree in Business, Finance, or related field (preferred)
• Strong customer service communication and relationship skills. (active listener, clear, honest, strong verbal and written communicator, and good note taking skills)
• Must exude highest attention to detail and accountability.
• Selfstarter, ability to take initiative, strong problemsolving skills, with a positive and proactive attitude.
• Ability to contribute to a collaborative team environment.
• Ability to prioritize, exceptional organizational skills, multitask and manage time effectively.
• Ability to learn and retain industry specific information.
• Schedule reliability.

PREFERRED SKILLS AND ABILITIES:

• Strong computer skills
• Experience with:
• Adobe forms, Docusign and Hellosign templates, widgets.
• Microsoft Products: Outlook, Powerpoint, Excel (formulas, graphs, and tracking data)
• Knowledge in;
• Trust;
• Banking;
• Tax/accounting;
• Retirement accounts, such as IRAs and 401(k)s or other related fields.

WHY JOIN THE DIRECTED IRA TEAM?

• Company 401(k) plus matching after one year of employment
• Health Reimbursement Arrangement (HRA) after 90 days of employment
• Annual Year-End Performance Bonus
• 15 days paid time off annually
• 11 paid days off for companyrecognized holidays
• Fun monthly company incentives and prizes
• Monthly company lunches
• Free snacks and drinks in the staff lounge
• Option to participate in additional company bonus opportunities
• Upon completion of two years of dedicated IRA operational and technical experience, Directed IRA will pay for you to receive the prestigious professional designation
• Certified IRA Services Professional (CISP)

Salary:
$50,000 to $60,000 DOE


Pay:
$50, $60,000.00 per year


Work setting:

• Inperson

Experience:

- retirement account: 2 years (required)
- customer service: 1 year (required)


Ability to Commute:

• Phoenix, AZ required)

Work Location:
In person