Careers

Join the Team

OUR PURPOSE

Advanta IRA is the nation’s top self-directed IRA services provider. We provide our clients exceptional concierge-level personal service, experience, and education that is paramount in administrating self-directed retirement plans.

OUR VALUES

We are looking for individuals that will embrace our core values of professionalism, integrity, proactivity, and eagerness.

OUR PERKS

Do you like free massages, company lunches, family atmosphere, and free parking? These are just a few of the many perks you’ll find here.

OUR LOCATIONS

Offices are located in Largo, Florida and Atlanta, Georgia.

Current Openings

JULY 19, 2017

Accounting Associate

POSITON BACKGROUND

Our objective is to continue to grow the business through the addition of new clients while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The person filling this position will have to gain knowledge of the business and IRAs, in general, to be able to provide support and answer client questions. The Accounting Associate role will be responsible for providing exceptional client service in a professional manner and performing various accounting and administrative duties. It is expected that the successful candidate is someone who is self-driven, organized, proactive, eager, can also multitask and use exemplary telephone skills to present a quality image where the Customer is treated in a consistent, courteous, and efficient manner. The responsibilities of This position will include the daily accounts payables and receivables, maintaining hard copy and electronic filing systems, invoicing clients, reconcile various accounts, run reports from the trust accounting system, process and file tax forms for the various IRA accounts, prepare letters to clients, and assist with daily operations of the company.

JOB DUTIES

  • Trust Accounts Payables/Receivables
  • Operating Accounts Payables/Receivables
  • Bank Account Reconciliations (Trust/Operating)
  • Special Projects
  • Reporting
  • Quickbooks/SalesForce billing
  • Data entry
  • Integrating data with Trust Accounting software/Salesforce/Quickbooks

SKILLS, BACKGROUND & TALENTS REQUIRED

  • Values of professionalism, integrity, proactive and eager
  • Friendly, pleasant, kind, helpful personality
  • Excellent verbal and written, and interpersonal communication skills.
  • Honesty, trustworthiness, dependability
  • Ability to maintain sensitive data in a confidential manner
  • Dedication and focus, strong work ethic
  • Ability to work with or without direction
  • Computer proficiency (typing, emailing, web browsing, Microsoft Word, Microsoft Excel)
  • Basic accounting/book keeping skills, proficiency with Quickbooks Software
  • Salesforce.com experience (not required)
  • Demonstrates desire and ability to learn new technology and willingness to share knowledge to assist others
  • Multitasking skills, organizational, time/decision management skills
  • Attention to detail
  • College degree (Business Administration, Finance, Accounting, etc.)

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time (salary based on experience)
  • 401(k) eligibility after 6 months
  • Paid time off

JULY 19, 2017

Client Account Manager/ Transaction Specialist

POSITION BACKGROUND

Our objective is to continue to grow the business through the addition of new clients while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The successful candidate for the Client Account Manager/ Transaction Specialist role will work closely with the account service team and their assigned clients daily. They will be responsible for providing exceptional client service and performing various administrative duties.

The Client Account Manager is the main point of contact for their clients and they should be able to build a relationship with their clients and guide them through the processes involved in self-directing their IRAs. As the main contact for their clients, they will have people to support them in assisting their needs.

JOB DUTIES

Specifics:

  • Handle various financial functions related to the types of investments clients wish to make, and service existing clients with their accounts and assets within them.
  • Input client and transaction data into trust accounting and CRM Systems.
  • Manipulate data and generate reports via spreadsheets and other software.
  • Assist clients with the paperwork & process of anything from opening an account, funding the account, making investments to other related account service functions.

General:

  • Work with other staff members to ensure efficiency and client satisfaction.
  • Help us devise better and more effective ways to perform administrative functions.
  • Inside sales procurement

SKILLS, BACKGROUND & TALENTS REQUIRED

  • Must be intelligent and have strong comprehension ability.
  • Must be extremely well organized, analytical and detail oriented.
  • Proficient in MS Word, Excel, and Outlook or other contact management software.
  • Must be able to communicate in a concise, clear manner both in written and oral form.
  • College degree with business foundation (Business Administration, Finance, Marketing etc.)
  • Intellectual curiosity – driven to improve oneself
  • Self-starter – can work alone without supervision
  • Task driven – will not stop until the work is accomplished
  • Excellent at follow up and accomplishing tasks when scheduled
  • Quick learner – able to grasp tangible and intangible ideas rapidly – and retain
  • Retirement Plan &/or Financial Services experience a plus

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time (salary based on experience)
  • 401(k) eligibility after 6 months
  • Paid time off

JULY 19, 2017

Receptionist/Administrative Assistant

POSITION BACKGROUND

Our objective is to continue to grow the business through the addition of new clients while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The person filling this position will have to gain knowledge of the business and IRAs, in general, to be able to provide support and answer client questions.

The Receptionist/Administrative Assistant role will be responsible for providing exceptional client service in a professional manner and performing various administrative duties. It is expected that the successful candidate be someone who is self-driven, organized, proactive, eager, can also multi-task and use exemplary telephone skills to present a quality image where the Customer is treated in a consistent, courteous, and efficient manner. This position’s responsibilities will include answering and routing all business phone lines, maintaining hard copy and electronic filing systems and maintaining all supply orders.

JOB DUTIES

Specifics:

  • Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries
  • Handle various administrative functions related to servicing existing clients, including scanning and copying documents and assisting with incoming and outgoing mail.
  • Answer and route incoming phone calls.
  • Input client and transaction data into trust accounting and CRM Systems.
  • Assist clients through the paperwork process of opening an account and related account service functions.
  • Maintains appointment calendars and schedule meetings/appointments
  • Controls company supply orders by maintaining stock logs

General:

  • Work with the client processing personnel to ensure efficiency and client satisfaction
  • Help us devise better and more effective ways to perform administrative functions
  • Maintains security by following procedures, monitoring logbook and maintaining telecommunications system

SKILLS, BACKGROUND & TALENTS REQUIRED

  • Must be intelligent and have strong comprehension ability
  • Must be extremely well organized, analytical and detail oriented
  • Proficient in MS Word, Excel, and Outlook or other contact management software
  • Must be able to communicate in a concise, clear manner both in written and oral form
  • Intellectual curiosity – driven to improve oneself
  • Self-starter – can work alone without supervision
  • Task driven – will not stop until the work is accomplished
  • Excellent at follow up and accomplishing tasks when scheduled
  • Quick learner-able to grasp tangible and intangible ideas rapidly – and retain
  • Be professional in both appearance and demeanor

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time (salary based on experience)
  • 401(k) eligibility after 6 months
  • Paid time off

JULY 19, 2017

Business Development Specialist

POSITION BACKGROUND

Our objective is to continue to grow the business through the addition of new clients while maintaining a low attrition of existing clients. This can be achieved through strong customer service for existing and potential prospects, development of new lead sources, and building relationships with professionals (and professional organizations) throughout the community and beyond.

The successful candidate for the Business Development Specialist position will be a self-starting, motivated individual with a background in sales. The successful candidate will be proactive, energetic, and shall conduct themselves in a professional demeanor at all times. The successful candidate will work closely with the Business Development Director and will be responsible for helping to establish new leads and business opportunities.

JOB DUTIES

Specifics:

  • Learn and understand basics of company services and be able to communicate these services to potential clients.
  • Talk to, and place phone calls to, potential new clients, answering the basic questions the individual may have on opening an account and making investments with their account.
  • Develop new referral sources and relationships through warm and cold prospecting calls to targeted individuals and companies.
  • Routinely attend various trade shows, networking events, and other such meetings in an effort to develop additional clients and business leads. Such meetings may be held outside of normal business hours and occasionally on weekends as well.
  • Collect, enter, compile and sort data on potential business leads.
  • Assist in implementing targeted marketing campaigns, update data collected in those campaigns and track results.
  • Demonstrate an understanding of essentials of self-directed IRAs, including account types, prohibited transactions, and potential investments.
  • Within 3 months of hire, give 10-20 minute high-level overview of company services to potential clients and referral sources.
  • Develop email and phone campaigns to set-up seminars, speaking opportunities, and other marketing events.
  • Assist in moving potential clients through the account opening process, by assisting them in completing forms, answering questions on potential investments, and involving other marketing/transaction staff to handle more advanced issues that a potential client may have.

SKILLS, BACKGROUND & TALENTS REQUIRED

  • 2-3 years of sales experience preferred
  • Proficient in use of Microsoft Office programs (Word, Excel, Powerpoint)
  • Familiarity with Salesforce a plus
  • Must be extremely well organized and detail oriented.
  • Must be personable, maintain professional appearance and demeanor in social interactions and networking events.
  • Must be comfortable with speaking in front of large groups
  • Must be able to communicate in a concise, clear manner both in written and oral form
  • Self-starter – can work alone without supervision
  • Task driven – will not stop until the work is accomplished
  • Excellent at follow up and accomplishing tasks when scheduled
  • Quick learner-able to grasp tangible and intangible ideas rapidly – and retain

LOCATION

  • Atlanta, GA

COMPENSATION

  • Full Time (salary based on experience)
  • Possible bonus structure
  • 401(k) eligibility after 6 months
  • Paid time off

Thank you for considering employment with Advanta IRA. If you feel that your skills and experience are aligned to the career opportunities posted please e-mail your resume directly to employment@advantaira.com. Please include the position title in the subject line of your email.