IRA Specialist jobs in Arizona

Directed IRA is a fast-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, recently earning a spot on the Inc. 5000 list in 2023.

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.

Please read the role description and familiarize yourself with our company by visiting our website at www.DirectedIRA.com.

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 8 am - 5 pm Arizona time.

Salary $65,000 - 80,000 based on experience.

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

Employment is subject to passing a background check.

Who We Are Looking to Hire:

A Transactions Manager who demonstrates superior expertise and first-class service to our clients. As a Transactions Manager, you will be an essential leader of our trust accounting team.

THE ROLE:

• Processes and reviews transactions per clients request
• Manages transaction pipeline to ensure timely processing of team members
• Leads a small team and ensures all daily tasks are completed by end of day
• Improves and implements processes that create team efficiency
• Is an example of hard work and dedication
• Conducts research to resolve problems on accounts and follows through to ensure client satisfaction
• Manages department projects
• Implements changes to department policies and procedures as appropriate.
• Communicate daily via incoming calls and emails from clients with questions relating to establishing a self-directed retirement account, contributions, distributions, etc.
• 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 self-directed 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:

• 3 years experience with IRAs, 401(k)s, or other retirement accounts
• 2 years experience in leading people
• 2 years in managing projects/pipeline
• 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.
• Self-starter, ability to take initiative, strong problem-solving skills, with a positive and proactive attitude.
• Ability to contribute to a collaborative team environment.
• Ability to prioritize, exceptional organizational skills, multi-task and manage time effectively.
• Ability to learn and retain industry specific information.
• Schedule reliability.

PREFERRED SKILLS AND ABILITIES:

• Strong computer skills
• Experience with:
• Dropbox Sign
• 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 company-recognized 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)

Hired employees are subject to a criminal background check.

Job Type: Full-time

Salary: $65,000 to $80,000 DOE

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Work setting:

• In-person

Experience:

• Management: 2 years (Required)
• Project/Pipeline Management: 2 years (Required)
• retirement account: 3 years (Required)
• customer service: 2 years (Required)

Ability to Commute:

• Phoenix, AZ 85012 (Required)

Work Location: In person