Careers at Quest IRA

We are seeking qualified candidates for the following positions. To begin the application process, please fill out the contact form below.

Receptionist/Administrative Assistant:

Quest IRA, Inc. is one of the fastest growing SDIRA administrators in the nation. We are looking for a Receptionist that will handle the below mentioned responsibilities. The applicant should be able to meet deadlines and work well under pressure, while working on numerous tasks at once. The environment is very faced paced and Quest IRA, Inc. expects and demands the highest level of service to its clients.

Qualifications:

- Strong Customer Service Skills in person and on the phone
- Answer Phone Calls & Forward calls to the proper person or department.
- Take messages (if needed). Answer non-technical questions.
- Greet & welcome visitors
- Proficient in Microsoft Office / Excel / Outlook / Word / Power Point
- Organized and Very dependable
- Professional Appearance
- Performs other duties as needed
- Experience handling client phone calls
- Knowledge of Microsoft Office (Word, Excel, PowerPoint)
- QuickBooks knowledge is a plus but not required
- Full-time work schedule preferred, but will consider flexibility to accommodate college courses

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Accounting Representative:

Quest IRA, Inc. is one of the fastest growing SDIRA administrators in the nation. We are looking for an Accounting Representative that will handle the below mentioned responsibilities for client’s retirement accounts. Applicant should love handling customer service issues and must like making outbound phone calls to clients, as well as taking in bound calls from clients. The applicant should be able to meet deadlines and work well under pressure, while working on numerous tasks at once. The environment is very faced paced and Quest IRA, Inc. expects and demands the highest level of service to its clients.

Responsibilities include:

1. Accounts Receivable- Responsible for billing and collections process
   1. Accurately prepare client invoices through accounting software (QuickBooks); distribute as requested; maintain electronic records
   2. Apply and document all deposits and payments per customer; make bank deposits as payments are received
2. Accounts Payable
   1. Prepare payments to vendors per weekly and monthly schedules
   2. Obtain approvals and signatures for payables and mail
3. Monthly bank reconciliations for multiple accounts
4. Prepare quarterly customer statements and reports, including tax reporting
5. Assist in recording bi-weekly payroll

You will report directly to the Controller.

Qualifications:

- Knowledge of Microsoft Office
- Knowledge of QuickBooks is a huge plus
- Must have great customer service skills
- Must be able to talk to client regularly on the phone and face to face
- Must have professional appearance

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New Accounts Representative:

Quest IRA, Inc. is one of the fastest growing SDIRA administrators in the nation. We are looking for a New Accounts Rep that will handle the opening of new IRA accounts for clients. This person will work on a team of New Account Reps and will report to the Executive Director the ideal applicant with have some knowledge of IRA’s but should have an understanding of processing investments, loans and /or documents. Experience in mortgage processing, real estate, title and/or other related fields would be preferred but not required. The applicant should be able to meet deadlines and work well under pressure, while working on numerous tasks at once. The environment is very fast paced and Quest IRA, Inc. expects and demands the highest level of service to its clients.

Qualifications:

- Needs to be very proficient with data entry and multi-tasking
- Be able to type 50 Words per Minute
- Must have great customer service skills
- Must be able to talk to client regularly on the phone and face to face
- Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Professional Appearance
- IRA knowledge a huge plus
- Previous background in administrative processing (real estate, title, mortgage, etc..) a plus

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Transactions Representative:

Quest IRA, Inc. is one of the fastest growing SDIRA administrators in the nation. We are looking for a Transactions Representative that will handle the processing of payments and/or investments for client’s retirement accounts. Applicant should love handling customer service issues and must like making outbound phone calls to clients, as well as taking in bound calls from clients. The applicant should be able to meet deadlines and work well under pressure, while working on numerous tasks at once. The environment is very faced paced and Quest IRA, Inc. expects and demands the highest level of service to its clients.

Qualifications:

- Needs to know QuickBooks or have worked with QuickBooks
- Must have great customer service skills
- Must be able to talk to clients regularly on the phone and face to face
- Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Professional Appearance
- IRA knowledge a plus
- Investment knowledge in real estate, mortgages, precious metals, etc… a plus

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Application Process
Please use the form below to submit your interest in the positions listed above.

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