IRA Specialist Intern

Nova 401(k) Associates; Scottsdale (AZ); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Paid time off

Job summary

Qualified Trust Company in Scottsdale, AZ is hiring a paid IRA Specialist Intern for January 2027 through April 2027. This full-time, non-exempt, hourly position requires in-office work during standard hours (8:30 am–5:00 pm), with dates negotiable.

The intern will prepare distribution packages, respond to inquiries from participants, plan sponsors, and partners, track progress, and gain familiarity with rollover IRAs and trust company functions through supervised training.

Qualifications

• No experience required.
• 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 use a personal computer and proficiency in MS Excel, MS Word, and MS Outlook.

Responsibilities

• Prepare distribution packages to account holders.
• Update account holders, TPA partners, management, and plan sponsors as necessary on requests and progress.
• Establish solid working relationships with all vendors and plan sponsors to ensure open and accurate communication.
• Answer phone calls and emails from IRA holders.
• Perform other related duties as required.

Skills

Bilingual

Office procedures

Independent work

Tools

MS Excel

MS Word

MS Outlook

Job description

QTC is hiring for a paid internship opportunity in our Scottsdale, AZ office! This is a full-time, non-exempt, hourly position. The position is available from January 2027 – April 2027. The specific dates are negotiable.

The IRA Specialist Intern completes all requests for distributions and all participant and plan sponsor inquiries associated with this task. The intern also tracks and reports on progress of all requests and gives information to participants, plan sponsors, and other partners as necessary. Training will be provided, but the successful candidate should be comfortable learning independently.

Qualified Trust Company (https://qualifiedtrust.com) is a financial services firm headquartered 14500 N Northsight Blvd, Suite 205, Scottsdale, Arizona (near the 101 and Raintree). We provide rollover account administration services for all types of qualified retirement plans including: 401(k), Profit Sharing, and Defined Benefit (including Cash Balance Plans and corporate trustee services for qualified retirement plans).

Duties and Responsibilities:

• Prepare distribution packages to account holders
• Update account holders, TPA partners, management, and plan sponsors as necessary on requests and progress
• Establish solid working relationships with all vendors and plan sponsors to ensure open and accurate communication
• Answerphone calls and emails from IRA holders
• Perform other related duties as required

Knowledge, Skills, Abilities, and Qualifications:

• No experience required
• Bilingual speaking a plus
• 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 use a personal computer and proficiency in MS Excel, MS Word, and MS Outlook
• Ability to establish priorities, work independently, and proceed with objectives without supervision
• Ability to handle and resolve recurring problems
• Superior organizational and prioritization skills
• Flexibility, adaptability, and ability to multi-task

Salary and Benefits:

• $21 - $24 per hour
• Hourly/non-exempt position
• 4 days of paid time off

Working Conditions and Physical Requirements:

• The IRA Specialist will be expected to work normal business hours (8:30 am – 5:00 pm) Monday through Friday in an office environment.