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← Nova 401(k) Associates

IRA Specialist Intern

Nova 401(k) Associates
Location
Scottsdale, AZ
Posted
12 days ago
Department
QTC
Salary
$21 - $24
What they actually want (must-haves)
  • Ability to use a personal computer and proficiency in MS Excel, MS Word, and MS Outlook
  • Knowledge of modern office procedures and methods including telephone communications, office systems, and record keeping
  • Working knowledge or ability to quickly grasp concepts of rollover IRAs and trust company functions
  • Knowledge of modern business communication, including style and format of letters, emails, memorandum, minutes, and reports
  • Ability to establish priorities, work independently, and proceed with objectives without supervision
  • Ability to handle and resolve recurring problems
Nice to have
  • Bilingual speaking a plus
What the job really is

The IRA Specialist Intern at QTC will handle requests for distributions and address inquiries from participants and plan sponsors. This role involves tracking progress on requests, communicating updates, and building relationships with vendors and sponsors. The intern will also answer calls and emails from IRA holders and perform various related duties, with training provided.

Benefits
  • $21 - $24 per hour
  • 4 days of paid time off
Things to weigh
  • Internship is only for a limited time from January 2027 to April 2027
  • No prior experience required, which may indicate a steep learning curve for some candidates
Job score3.6/5
Benefits1/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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