Address
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 education, 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.
- Flexibility to Work from Home after one year of service
- Opportunity for internal promotions and career development
- 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 Logistics Processor, the ideal candidate will assist with the processing, sorting, shipping, and distribution of all incoming and outgoing company mail. The Logistics Processor will also ensure that all mail reaches the necessary departments as needed and oversee all incoming and outgoing client mail and email. In addition, the Logistics Processor will also travel outside of the office to gather supplies as needed, maintain the organization of all forms of correspondence that comes through Quest internally and externally, and oversee client mail flow.
- Maintain and input a record of all mails received using File Explorer and Salesforce to identify date or receipt, and where it came from and who it is from
- Fill in relevant details in the distribution and shipping forms, providing accurate information to ensure that all mail is delivered to the right people/locations
- Scan and send any legal documents to clients via email
- Maintain supply inventory, including shipping and mailing envelopes, boxes, markers, forms stickers, and tape
- Identify incoming mail regarding clients
- Research and contact client with copies of received mail
- Additional projects assigned as needed by different departments such as labeling and mail outs
- Assist as a backup for incoming calls from the Front Desk as directed
- Cross train with the Front Desk Department
- Processing all outgoing mail for the company
- Delivering mail to both departments and individuals and ensuring all relevant parties sign off on them
- Performs other job-related duties as required
Education & Experience
- A high school diploma is required
- A minimum of 6 months to 1 year of directly job-related experience required
Skills & Qualifications
- Time management skills with the ability to organize and prioritize
- Must be able to work well in a team environment
- Detail-oriented
- Proficient with File Explorer
- Must be adaptable
- Possesses the ability to work with peripheral devices such as scanners, cameras, card readers, etc.
- 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)
