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 2026 – April 2026. 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
- Answer phone 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.
Click Here to review our Privacy Policy
Top Skills
What We Do
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.
At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.
The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.
When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches
.png)
