Receivables Associate

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 providing an excellent customer experience. 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, promissory notes, precious metals 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. Office hours of 8am - 5pm MST

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

Salary $50,000 - $58,000 based on experience.

Employment subject to passing background check.

Who We Are Looking to Hire:

A Receivables Associate that demonstrates superior expertise and first-class service to our clients. Candidate MUST be ok with high volume data entry and repetitiveness. As a Receivables Associate, you will be an essential member of our trust accounting team.

THE ROLE:

• Processes and reviews incoming wires, Automated Clearing House (ACH), and checks
• Processes returned check deposits that do not meet the requirements for deposit
• Works in a team atmosphere to ensure all daily tasks are completed by end of day
• Reads source documents, such as checks, check requests, and reports, and determines necessary action
• 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.
• 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.
• (This is not a call center environment).

REQUIREMENTS/CHARACTERISTICS:

• 1+ 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.
• Must be ok with high volume data entry and repetitiveness
• 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
• Microsoft Products: Outlook, Powerpoint, Excel (formulas, graphs, and tracking data)
• Knowledge in: 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
• Group Health Insurance after 60 Days
• 15 days paid time off annually
• 11 paid days off for company recognized holidays
• Fun monthly company incentives and prizes
• Free gym membership
• Annual Company Training
• Monthly company lunches
• Free snacks and drinks in the staff lounge

Hired employees are subject to a criminal background check.

Job Type: Full-time

Salary $50,000 - $58,000 based on experience.

Job Type: Full-time

Pay: $50,000.00 - $58,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person