Client Account Manager (Retirement & IRA)
Advanta IRA · Clearwater, FL · 2 days ago
Hybrid$53k/yrFull-time
Job Duties
- Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
- Serving as the main point of contact for Advanta IRA’s clients and assisting them with the following:
- Questions regarding self-directed IRAs
- Type of IRA accounts, qualified plans, and their differences
- IRS rules, regulations, forms, and filings
- Advanta IRA’s policies and procedures
- Contributions, transfers, and rollovers
- Required documentation for transactions
Job Expectations
- Learn and thoroughly understand the services Advanta IRA offers our clients.
- Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
- Input client and transaction data into CRM System and Trust Account software.
- Aid clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
- Manage a high volume of calls and emails in a timely manner.
Skills, Background & Talents Required
- College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
- Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
- Be exceptionally well organized, analytical, and detail-oriented.
- Excel at accomplishing tasks and following up with necessary parties (clients and team members).
- Utilize excellent verbal, written, and interpersonal communication skills.
- Show proficiency in MS Word, Excel, and Outlook.
- Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
- Experience with retirement plans and/or financial services is a plus!
- CIS or CISP are a plus!
Employee Benefits Summary
- Compensation: Salaried position (anticipated: $50- $53k, starting)
- Annual reviews of performance and salary
- Advancement opportunities
- Comprehensive insurance options
- FL Blue Medical
- Mutual of Omaha Dental & Vision
- Telehealth & Prescription coverage
- Options for health savings accounts (HSA)
- Short & Long term disability
- Term Life Insurance
- Accident/ Injury & Critical Illness plans
- Individual and family plans available
- Hybrid work schedule options for those who qualify
- Workstation equipment provided by the company
- Telecommuting only, applicants must reside locally
- 401(k) after 6 months of employment
- Up to a 4% company match
- Paid time off
- No waiting period to begin accruing
- 9+ paid holidays in addition to PTO
- Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.
About the Role
- Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody.
- We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements.
- Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.