IRA Specialist Intern

Ira Specialist Intern

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 is a financial services firm headquartered in Scottsdale, Arizona. 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 :

Salary and Benefits :

Working Conditions and Physical Requirements :

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