Nova 401(k) Associates ยท 1 day ago
IRA Specialist Intern
Scottsdale, AZ
Internship
Onsite
Intern
$21/hr - $24/hr
Start in 2026 WinterNova 401(k) Associates is a financial services firm providing rollover account administration services for various retirement plans. They are seeking an IRA Specialist Intern to handle distribution requests and assist with participant inquiries while establishing relationships with vendors and plan sponsors.
ConsultingFinancial Services
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
Qualification
Required
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
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
Preferred
Bilingual speaking a plus
Benefits
4 days of paid time off
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
Company data provided by crunchbase