Investment Processor - Private Entities

Quest Trust Company is a premier Self-Directed IRA custodian that administers IRA’s for the purpose of investing in alternative investments, like real estate, notes, oil and gas, private placements, and more!

OVERVIEW:

The Private Entities Processor reviews and processes clients' private entity investments and aids clients via phone, email, or in-person for any inquiries or concerns related to their investments. The Private Entities Processor will act as a mediator between the Private Entities Department and neighboring departments as well as carrying out assigned entry-level tasks.

BENEFITS:

Here at Quest Trust Company, we are proud to offer a comprehensive and competitive benefits package that supports our employees’ health, well-being, and success.

• Growth: Excellent growth and professional development opportunities such as, online courses and other training sessions
• Health Insurance: begins the 1st month after 60 days of full-time employment
• Paid Parental Leave: 12 weeks of 100% Paid Parental Leave available after one year of service
• Time-Off: 8 Paid Holidays, 10 paid vacation days after one year of service, increases to 15 days after five years of service (with the option to rollover 40 hours of vacation)
• Personal Time: 66 hours of personal time per year available the 1st month after 60 days of full-time employment (24 additional hours awarded in 2024)
• 401(k): 401(k) plan enrollment after one year of service
• Work from home: Eligible for hybrid work schedule and 2 paid vacation days after successful completion of new hire training
• Enhance skills: Offers an extensive training program for new hires

RESPONSIBILITIES:

As the Private Entities Processor, you’ll be responsible for:

• Assisting clients with inquiries, requests, and concerns regarding their upcoming investments while using exemplary customer service via telephone, email, Zoom, and/or in-person
• Processing and reviewing new private entity investments for clients
• Ensuring all documentation is processed and fully executed by authorized signers
• Providing proper notation on all files, call logs, emails, and incoming mail in Salesforce
• Performing other job-related duties as required

REQUIREMENTS:

To be considered for the role of Private Entities Processor, here are the skills we’re looking for:

• Previous customer service experience (a minimum of 6 months to 1 year)
• Strong written and verbal communication skills while being detail-oriented
• Time-management skills with the ability to organize and prioritize tasks
• Proficiency with File Explorer & Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
• Type minimum 55-60 WPM (from our preferred link: https://www.keyhero.com/free-typing-test/ )
  • Attach screenshot of results to resume
• Adaptable and able to work well in a team environment
• Salesforce platform or compatible CRM experience preferred

EDUCATION & EXPERIENCE:

• A high school diploma is required
• A minimum of 6 months to 1 year of directly job-related experience recommended

We believe that by building a diverse and inclusive workforce, we can better serve our clients, our industry, and our community. We seek to attract and retain the best talent from a variety of backgrounds and perspectives and are committed to providing a supportive and inclusive environment where all employees can thrive.