Operations Specialist

Description

NuView IRA is looking to add an Operations Specialist to our  Operational business department. The Operations Specialist will be  empowered to assist our clients through alternative asset investing  & educate them on the importance of being in control of their  investments. As an IRA custodian, NuView IRA does not provide advice to  clients on what assets they should invest in. The NuView team supports  and assists our clients by doing the administrative functions of  purchasing assets at the client's request. Our operations team consists  of highly skilled employees that are at the forefront of customer  service. Each team member is assigned tasks within their team to ensure  accountability. Each team relies on communication and teamwork to ensure  that tasks are completed within the appropriate time. We help our  clients through all facets of their investment from their first  transaction to helping them build a knowledge base for continual  alternative asset investing. 

You will 

• Create a positive customer service environment by guiding clients through interactions via phone, text, or email 
• Complete transactions related to the operations department such as purchases, sales, and movement of money and assets 
• Maintenance  of customer, account, and call records by logging all client  interactions through our customer relationship management system 
• Assess risks to business operations 
• Identify opportunities to improve operational efficiency 
• Maintain physical security of sensitive data 
• Establish relationships with diverse employees and co-workers 

Key Success Points 

• Ability  to effectively deliver on client resolution by being detail-oriented,  multi-tasking, and effectively probing up to handling and transferring  escalated issues as needed. 
• Able to exhibit our four core values around service, accountability, passion, and integrity. 
• Ability to navigate within systems including Salesforce and Microsoft Office. 
• Appropriately  leverage resources to validate & gather responses and resolve  issues in a way that adheres to NuView policies. 

Benefits 

• 85% employer-paid premiums on Medical and Dental insurance for employees only 
• Company contribution of $600 to a Health Savings Account if a high deductible health plan is selected 
• 120 hours of Paid Time Off 
• 11 paid holidays 
• 100% employer-paid short-term disability for employees only 
• Company paid trip once a year 
• Annual bonus based on company profitability and management discretion 
• Self-directed 401k with a 3% company match 
• Optional remote work anywhere from one to two days per week (discretion is up to the team manager) 

Requirements

• One or more years of experience in customer service with data entry experience. 
• Background and Credit Check 
• The ability to verify the accuracy of financial data, records, or documents. 

Company Overview 

NuView  IRA, Inc. is a third-party administrator and record-keeping company in business for over 18 years helping individuals and companies that self-direct their retirement plans. We provide the platform(s) to build tax-efficient wealth with the broadest possible choices and efficient custody of alternative assets. NuView services over 12,000 accounts with over $2 billion in assets under administration as we continue to expand at a healthy pace. 

ADA & EOO Statement 

Universal acceptance for everyone everywhere is at the heart of our company. We promote diversity of thought, culture, and background, which connects the staff of NuView. As such, NuView is proud to be an Equal Opportunity  Employer. We do not discriminate based on race, color, ancestry,  national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status,  military or veteran status, citizenship, or other characteristics protected by state or federal law or local ordinance. NuView is committed to the full inclusion of all qualified individuals. In keeping with our commitment, NuView will take the necessary steps to assure that people with disabilities are provided reasonable accommodation.  Accordingly, if a reasonable accommodation is required to fully  participate in the job application or interview process, to perform the  essential functions of the position, and/or to receive all other  benefits and privileges of employment, please contact the NuView HR  Department at 321-300-7750