Accounting Assistant
- Employer
- NuView IRA
- Location
- Longwood,FL
- Salary
- Open
- Posted
- May 12, 2017
- Closes
- Jun 02, 2017
- Ref
- 2899537191#FL--J2CBackfill.1
- Industry
- Accounting
- Category
- Finance
Job DescriptionPOSITION BACKGROUND NuView clients execute transactions on a periodic basis, buying and selling assets through their Self-Directed IRA. The Accounting Assistant s primary focus is to assist the accounting team and clients with the daily accounting activities and accounting transactions including, but not limited to, daily check, wire, and ACH deposits, client billing, market value updates, and other accounting related transactions. This individual is to set the tone for any follow-on client interaction, and as such must display a positive, can-help attitude. HOURS This position is a full time position. Hours are Monday Friday 8:30 5:30 with one evening per week until 7:00. JOB EXPECTATIONS Specifics Assist with the preparation and input of the daily check deposits Identify and process incoming wires and ACH payments Review and enter funding transactions in Trust system Utilize Salesforce and Trust Software to input transactions and updates Assist clients by processing and following up on their transfer requests Communicate with clients and authorized third parties on account billing status Scan and document client files Assist in any other accounting duties as assigned General Work closely with Accounting Team to ensure accurate and timely posting and reconciliation of daily transactions Provide the highest level of customer service to clients Provide support as needed to other NuView employees SKILLS REQUIRED Computer literate in Microsoft Office including Excel and Word Must be able to communicate in a concise, clear manner Must be able to multi task Demonstrated ability to work effectively in a client services role Stay calm when others may panic TALENTS DESIRED High energy - brings contagious enthusiasm into the workplace Intellectual curiosity driven to improve oneself and grow with the company Self-starter can work alone without supervision Task driven will not stop until the work is accomplished Good communicator Professional appearance and demeanor Quick learner-able to grasp tangible and intangible ideas rapidly and retain OTHER: Position may require bonding Background and credit check required Complete Required Bank Training Adhere to company policies and procedures Background check will be completed Company DescriptionNuView IRA, Inc. is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose NuView IRA when they wish to buy assets in their retirement plan such as real estate. We continue to expand at a healthy pace, with 20% year-over-year client growth. NuView services over 6,000 accounts with nearly $1 billion in assets under administration.