Special Services Representative

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

OVERVIEW:

Among the duties of the Special Services Representative are facilitating In-Kind distribution requests, handling ROTH conversions, and assessing fair market values as needed. The representative must also manage the distribution of accounts with impractical In-Kind assets, deliver optimal customer support, ensure document compliance, and engage in phone and email communication with clients to satisfy regulatory requirements.

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 Special Services Representative, you'll be responsible for:

• Receiving and processing account terminations & reinstatements
• Monitoring and distributing expired promissory notes, options, and cashier checks
• Reviewing and updating client investments and accounts as needed
• Manage In-Kind distributions and assets with zero or decreased value
• Collaborate with Logistics to deliver all applicable legal documents to the Special Services Manager within 24 hours
• Following processes and procedures for compliance
• Performing other job-related duties as required

REQUIREMENTS:

To be considered for the role of Special Services Representative, here are the skills we're looking for:

• Previous customer service experience (a minimum of 6 months to 1 year of directly job-related experience recommended)
• Previous legal/real estate experience (a minimum of 6 months to 1 year of directly job-related experience recommended)
• Time-management skills with the ability to organize and prioritize tasks
• Proficiency with 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

EDUCATION & EXPERIENCE:

• A high school diploma is required
• An associate degree is preferred
• 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.