Join Our Team

Why you want to work here.  Serving Others is our common purpose.  We don’t need complex, corporate jargon to define what we are focused on every single day.  We serve others with excellence, not because it is in our job description, but because it is in our DNA. Going above and beyond is our norm. Each member of our team has decided on their occupation and immerses themselves in their work.  We truly care about our clients, both internal and external and love what we do.  We empower our clients through education which helps them invest by design, not by default. Each client interaction results in two smiles. The first is our client’s, based on their satisfying experience with us.  The second is ours, from the joy we feel from helping others achieve their desired financial outcomes. We embrace the fact that what we do makes a difference in people’s lives. Leadership shifts fluidly among team members based on their knowledge and experience, not titles.  There is no struggle for power. Our leaders remind us to frequently examine what isn’t working within our company, whether it is a procedure or an individual, and ensures a solution is found.  We feel appreciated, heard and understood. Our team is our VFamily and it’s an honor to be part of it. We protect the things we value most, which is each other and the company we are building together. We trust each other. We believe in one another, have the courage to show up and learn from failure.  We want to inspire others and be inspired. We are ferociously protective of our VFamily. Once you have begun your career here, it will be hard to imagine being anywhere else.

What is the job? As the Accounting Specialist, you will use your super collection skills to make outbound collection calls and process payments to our clients’ accounts to achieve the team A/R goal. Show me the money! You report to the Accounting Lead, who will also include you in busy season tasks and quarterly projects to keep it fresh. Hope you’re good at juggling! We can promise you will never be bored, two days are never the same.

Why you want this job.  You feel the biggest sense of accomplishment from helping people and want to be with a company whose only strategy is summed up in two words: Serve Others. You want to work at a growing company whose culture is fun while maintaining a keen focus on reaching the company’s vision.  You are comfortable in an entrepreneurial work environment that challenges you, continually evolves and enables you the freedom to showcase your talents every day.  You love interacting with people and creating a positive experience for the clients you serve.  You want to be surrounded by professionals whose commitment to our values is at the same intensity level as your own.  You seek to be part of a high performing team, in which the language focuses on “we” not “me.”

How you will be successful.
– Make 30+ outbound collection calls per week
– Maintain A/R goal
– Timely completion of Accounts Receivable tasks

What you will do.
– Serve as a knowledgeable resource for client billing and resignation inquiries
– Complete monthly and quarterly account statements including the calculation of interest
– Manage data in software systems including:
*Cash balancing of all client financial transactions
*Coding and posting receivables
*Daily deposits, deductions, checks, and credit card deposits
*Process daily 945 Federal withholding EFTPS payments and reporting
*Prepare outgoing ACH, checks, and wires
– Balancing of accounting transactions listings
– Make outbound collection calls
– Monthly internal and external audits and billings
– Manage the A/R collection, resignation and liquidation process
– Distribute daily/weekly financial data to VLeadership and Custodian every Monday
– Contribute to completing operational quarterly projects
– Provide training to new teammates preparing them for their new role
– Be trained in other roles to deepen the infrastructure bench of our operation
– Maintain Accounting Assistant Desk Manual
– All other tasks as assigned

Competencies:
Efficiency. Able to produce significant output with minimal wasted effort.
Organization and planning. Plans, organizes and schedules in an efficient and productive manner. Focuses on key priorities.
Attention to detail. Does not let important details through the cracks or derail a project.
Flexibility/adaptability. Adjust quickly to changing priorities and conditions. Copes effectively with complexity and change.

Qualifications:
– Previous experience in accounting or bookkeeping preferred

What else can we tell you?
– Salary range: $48,000 to $52,000 based on experience
– Our office is in Scottsdale (8742 E Via de Commercio, Scottsdale, AZ 85258)
– We work Monday to Friday from 8:00am to 5:00pm with the office closing for lunch from 12:00 to 1:00pm.
– For more details or confidential inquiries, please contact Sherri Quintana, Chief of Operations at SQuintana@VantageIRAs.com

Why you want to work here.  Serving Others is our common purpose.  We don’t need complex, corporate jargon to define what we are focused on every single day.  We serve others with excellence, not because it is in our job description, but because it is in our DNA. Going above and beyond is our norm. Each member of our team has decided on their occupation and immerses themselves in their work.  We truly care about our clients, both internal and external, and love what we do.  We empower our clients through education which helps them invest by design, not by default. Each client interaction results in two smiles. The first is our client’s, based on their satisfying experience with us.  The second is ours, from the joy we feel from helping others achieve their desired financial outcomes. We embrace the fact that what we do makes a difference in people’s lives.
Leadership shifts fluidly among team members based on their knowledge and experience, not titles.  There is no struggle for power. Our leaders remind us to frequently examine what isn’t working within our company, whether it is a procedure or an individual, and ensures a solution is found.  We feel appreciated, heard, and understood.
Our team is our VFamily and it’s an honor to be part of it. We protect the things we value most, which is each other and the company we are building together. We trust each other. We believe in one another, have the courage to show up and learn from failure.  We want to inspire others and be inspired. We are ferociously protective of our VFamily. Once you have begun your career here, it will be hard to imagine being anywhere else.

What is the job? Your main function, alongside the rest of the Client Care team, is to pick up incoming calls. It ends up being a race to see who can pick up that next phone call. The incoming calls are a combination of attending to the needs of our current clients while guiding prospective clients through the process of setting up new accounts. You report to the Chief of Staff but will work side-by-side with your Captain who will also include you in busy season tasks and quarterly projects to keep it fresh. We can promise you will never be bored; two days are never the same.

Why you want this job.  You feel the biggest sense of accomplishment from helping people and want to be with a company whose only strategy is summed up in two words: Serve Others. You want to work at a growing company whose culture is fun, while maintaining a keen focus on reaching the company’s vision.  You are comfortable in an entrepreneurial work environment which challenges you, continually evolves and enables you the freedom to showcase your talents every day.  You love interacting with people and creating a positive experience for the clients you serve.  You want to be surrounded by professionals whose commitment to our values is at the same intensity level as your own.  You seek to be part of a high-performing team, in which the language focuses on “we” not “me.”

How you will be successful.
– Field 100 incoming calls on average per week
– Personal Client Effort Score of 6 for incoming calls
– Incoming call quality score of 90% or higher
– 60% prospective client conversion rate
– 100% completion of assigned weekly follow-ups and collection calls

What you will do.
– Be the first line of defense for all incoming calls
– Guide prospective clients through the process of opening an account
– Outbound client service calls relating to:
– Account retention
– Survey responses
– Outstanding invoices
– Face-to-face client meetings, scheduled or walk-in
– Resolve client complaints/issues
– Respond to client requests with personalized service by phone or email
– Provide training to new teammates in preparation for their new role
– Be trained in other roles to deepen the infrastructure bench of our operation
– Maintain the Client Service Representative desk manual
– All other tasks as assigned

Competencies:
Calm under pressure. Maintains stable performance when under heavy pressure or stress.
Communication. Speaks and writes clearly and articulately without being overly verbose and talkative.
Flexibility/adaptability. Adjust quickly to changing priorities and conditions. Copes effectively with complexity and change.
Follow-through on commitments. Lives up to verbal and written agreements, regardless of personal cost.
Listening skills. Allows others to speak and seeks to understand their viewpoints

Qualifications:
– 3-5 years’ minimum of customer-facing and/or inbound phone experience
– 3+ years of retirement account service experience (i.e., IRA, 401k, etc.)
– Proven success at handling a high volume of incoming calls (100/week)
– High school, Associate, or Bachelor’s degree

What else can we tell you?
– Salary range: $50,000 to $60,000 based on experience
– Our office is in Scottsdale (8742 E Via de Commercio, Scottsdale, AZ 85258)
– We work Monday to Friday from 8am to 5pm, our is office is closed for lunch from 12pm to 1pm
– Review the list of our benefits and perks here: Join Our Team
– For more details or confidential inquiries, please contact Carmen Margie, Chief of Staff at CMargie@VantageIRAs.com