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.
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.
Education & Experience
Skills & Qualifications
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