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
• 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
• 48 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 Accounts Payable Processor, the ideal candidate will perform accounting duties related to the efficiency, maintenance, and processing of Accounts Payable transactions. The Accounts Payable Processor processes all invoices received for payment in an efficient and timely manner. The Accounts Payable Processor assists clients with any issues, concerns, or information regarding their accounts or any business that comes through the Accounts Payable Department while upholding and maintaining the highest standard for our world-famous customer service. The Accounts Payable Processor learns and works closely with the AP Representative and gradually take on more clients as they work through their training.

• Performs heavy data entry into Salesforce system, such as processed payments or client contacts
• Identifies client need, willing to research issues, and provide clarification to any problems brought to their attention
• Sort through invoices received from the Logistics department for processing
• Creates shipping labels using USPS, UPS, or FedEx system; create labels using USPS/UPS/FedEx system; sort checks and prepare
• Tasked with generating reports and statements for clients
• Process utility, mortgage, HOA dues, legal fees, contractor bills via checks, wire ACH or cashier’s check
• Train and become familiar with distributions, ROTH conversions, and Expense Pay
• Performs other job-related duties as required

Education & Experience

• High School Diploma is required
• A minimum of 6 months to 1 year of directly job-related experience is recommended
• Previous Accounts Payable Processor experience in a financial institution

Skills & Qualifications

• Solid understanding of invoice processing
• Data entry skills
• High Level customer service experience
• Time management skills with the ability to organize and prioritize
• Must be able to work well in a team environment
• Willingness to grow and accept new challenges
• Detail-oriented
• Strong written and verbal communication skills
• Ability to problem solve
• Salesforce knowledge/experience preferred
• Must be adaptable
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
• Type minimum 55-60 WPM
  • Typing Test