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 your 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 Account Services Specialist, the ideal candidate will ensure all applications account management forms and any client request that come through the department is processed accordingly and in a timely manner. The Account Services Specialist also processes and handles client emails, phone calls, and any supporting documents that are provided. The Account Services Specialist should be a detailed oriented and prepared to provide and maintain our world-famous customer service to the highest standard.

• Input data into our Salesforce platform and ensure the data that has been entered is accurate and matches all records
• Understand the Account Services process
• Execute processes quickly and efficiently without sacrificing quality of work
• Responsible for handling a high volume of incoming calls
• Maintaining daily workload while managing calls and emails in a timely manner
• Consult with clients who are opening an account with Quest
• Assist and collaborate with the Marketing and Sales department regarding client relations during classes/events
• Participate in daily consultations with the Marketing and Sales department
• Perform other job-related duties as required

Education & Experience

• High School Diploma is required
• College degree is preferred
• A minimum of 6 months to 1 year of directly job-related experience is recommended

Skills & Qualifications

• Detail oriented
• Excellent customer Service
• Client Facing Interaction/Customer Service
• Experience in a fast-paced environment
• 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
• Must be adaptable
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
• Salesforce knowledge and experience
• Experience working with Microsoft Outlook and Teams
• Experience with Mitel
• Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/ ) (Attach screen shot of results to resume)