Transaction Specialist

Company: Advanta IRA
Location: Largo , Florida, United States
Type: Full-time
Posted: 25.APR.2018
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Summary

Job Description Transaction Specialist - Job Description Advanta IRA- Office in Largo, FL COMPANY BACKGROUND Advanta IRA Services, LLC i...

Description

Job Description

Transaction Specialist - Job Description

Advanta IRA- Office in Largo, FL

COMPANY BACKGROUND

Advanta IRA Services, LLC is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose Advanta when they wish to buy "non-traditional" assets in their retirement plan such as real estate, loans and private placements.

Uniquely, we provide no investment advice -- it is up to each individual client to choose their own investments. We in turn provide all the recordkeeping and reporting necessary for them to have a truly "self-directed" IRA.

POSITON BACKGROUND

Our objective is to continue to grow the business through the addition of new clients, while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The person filling this position will have to gain knowledge of the business and IRAs in general to be able to provide support and answer client's questions.

The successful candidate for the Transaction Specialist role will work closely with the account service team, other specialists and their assigned clients daily. They will be responsible for providing exceptional client service and performing various administrative duties. It is expected that the successful candidate be someone who is self-driven, organized and can also multi-task when put in the position to.

The Transaction Specialist is the main point of contact for their clients and they should be able to build a relationship with their clients and guide them through the processes involved in self-directing their IRAs. As the main contact for clients, the Transaction Specialist will be able to rely on help from the support staff in order to serve the client's needs.

JOB DUTIES:

  • Process Purchase and Sale Investment Transactions related to the following:

    • Real Estate

    • Notes & Mortgages

    • Private Placements & Private Stock

    • Checkbook Control LLC

    • Precious Metals

    • Foreign Currency Exchange & Futures Trading

    • Cryptocurrency

  • Serve as the main Point of Contact for Advanta's clients and assist them with the following:

    • Questions regarding self-directed IRAs

    • Types of IRA accounts, qualified plans and their differences

    • IRS Rules and Regulations

    • Advanta's Policies and Procedures

    • Contributions, Transfers and Rollovers

    • Required documentation for transactions

    • IRS Forms and Filings


JOB EXPECTATIONS
Specifics- Within 3 to 5 months

  1. Learn, understand and be able to explain the services Advanta IRA has to offer to potential and existing clients.

  2. Understand the different types of transactions a client may want to partake in and what the necessary documents Advanta IRA has to receive in order to process those transactions

  3. Handle various kinds of transactions related to investments clients wish to make at a simple level

  4. Input client and transaction data into CRM System and Trust Account software

  5. Be able to Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions and simple investment transaction

  6. Perform duties with considerable supervisory guidance


    SKILLS, BACKGROUND & TALENTS REQUIRED
    • Must be intelligent and have strong comprehension ability.
    • Must be extremely well organized, analytical and detail oriented.
    • Proficient in MS Word, Excel, and Outlook or other contact management software.
    • Must be able to communicate in a concise, clear manner both in written and oral form.
    • College degree with Business foundation (Business Administration, Finance, Accounting, etc.)
    • Intellectual curiosity -- driven to improve oneself
    • Self-starter -- can work alone without supervision
    • Task driven -- will not stop until the work is accomplished
    • Excellent at follow up and accomplishing tasks when scheduled
    • Quick learner-able to grasp tangible and intangible ideas rapidly -- and retain
    • Retirement Plan &/or Financial Services experience a plus

  • Location: Largo, FL

  • Compensation: Full Time - salary, 401(k) eligibility after 6 months, paid time off

Company Description
COMPANY BACKGROUND

Advanta IRA is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose Advanta when they wish to buy "non-traditional" assets in their retirement plan such as real estate, loans and private placements.

Uniquely, we provide no investment advice - it is up to each individual client to choose their own investments. We in turn provide all the recordkeeping and reporting necessary for them to have a truly "self-directed" IRA.

 
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