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Investment Operations Specialist

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Nuview IRA Inc

2021-12-04 05:30:01

Job location Orlando, Florida, United States

Job type: fulltime

Job industry: Accounting

Job description

Description:


JOIN A TEAM THAT HAS THE UNSHAKABLE DESIRE TO EMPOWER OUR EMPLOYEES TO GROW AND THRIVE, BOTH PERSONALLY AND PROFESSIONALLY.

Position Background

NuView clients request transactions by submitting authorization requests to our Investment Operations Specialists. These transactions include purchasing private equities, account transfer (ACAT & Non-ACAT), dividend entry, asset value updates, and investing in public stock. Our Investment Operations Specialist team's primary focus is to ensure the paperwork is in good order, correct any deficiencies when needed, and process the transaction for the client. The Investment Operations Specialist is responsible for working with clients and any other involved entity to ensure that we are in receipt of all necessary documents in good order and funds are dispersed quickly and accurately. The pay for the Investment Operations Specialist is $18 to $20 per hour. This is a full-time position and the hours are 8:30 AM to 5:30 PM (M - F).

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
  • 120 hours of Paid Time Off

Job Expectations

  • Communication with clients educating them on processes and requirements for transactions.
  • Review paperwork submitted documents to ensure complete and in good order
  • Submit files to the accounting department for funding
  • Follow up on receipt of ownership documents documentation of closed transactions.

Company Background

NuView IRA, Inc. is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plans. 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 11,500 accounts with over $1.7 billion in assets under administration. NuView is currently under 50 employees so we are able to have a culture that allows everyone to get to know one another.

. Requirements:


  • Two+ years of financial operations/transactions experience
  • Two+ years of customer service experience
  • Computer literate in Microsoft Office including Excel and Word
  • Must be able to communicate in a concise, clear manner
  • Must be very detail-oriented
  • Must be able to multitask
  • Must be very organized and able to efficiently handle multiple files of documentation


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