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Form of workJob Description
About Quest Trust Company
As the nation’s leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations. Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more. Quest Trust Company is looking for ambitious, dedicated, and hardworking business professionals to join the team. Think you have what it takes? Apply now!
Perks & Benefits:
Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.
- $500.00 sign-on bonus after successfully passing New Hire Review
- Flexibility to Work from Home after one year of service
- Excellent growth and advancement opportunities
- Health Insurance (available after 60 days of full-time employment)
- Parental Leave (available after one year of service)
- 7 Paid Holidays
- 66 hours of personal time each year
- 401(k) plan enrollment after one year of service
- 10 paid vacation days after one year of service
- 15 paid vacation days after five years of service
- Free snacks and drinks for staff
- Quarterly team building activities and much more
Roles & Responsibilities include (but not limited to):
As the Private Entities Processor, the ideal candidate will be tasked with reviewing and processing private entity investments while assisting clients (via phone, email, or in-person) with any questions or concerns related to their private entity investments. The Private Entities Processor will be the bridge for communication between the Private Entities Department and adjacent departments such as Transfers, Sales, Post Closing, etc. In addition, the Private Entity Processor will also perform entry-level tasks as assigned by the Private Entities Supervisor, and train on departmental processes and procedures to become a Specialist in the Private Entities Department.
- Process and review new private entity investments
- Assist clients with inquiries, requests, and concerns regarding their investment
- Train to become a Private Entities Specialist in the PE Department
- Communicate with clients via telephone, emails, zoom meetings, etc.
- Provide proper notation on all files, call logs, emails, and incoming mail in Salesforce
- Ensure documentation is processed and fully executed by authorized signers
- Attend all required department meetings, trainings, and Q15s
- Performs other job-related duties as required
Education & Experience
- A high school diploma is required
- A minimum of 6 months of directly job-related experience recommended
Skills & Qualifications
- Time management skills with the ability to organize and prioritize
- Must be able to work well in a team environment
- Previous customer service experience
- Strong written and verbal communication
- Detail-oriented
- Notary certification preferred
- Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams)
- Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/ ) (Attach screen shot of results to resume)
