Quest Trust Company Hiring for Quality Control Specialist Job at Houston, TX Full Time

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 have the ability to 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’ve got what it takes? Apply now!

Perks & Benefits:

Our mission is to deliver an 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.

• Flexibility to Work From Home after one year of service
• 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
• 10 paid vacation days after one year of service
• 15 paid vacation days after five years of service
• 401(k) plan enrollment after one year of service
• Excellent growth opportunities, advancement opportunities, internal promotions and career development
• Quarterly team building activities and much more
• Free snacks and drinks for staff

Roles & Responsibilities include (but not limited to):

As the Quality Control Specialist, the ideal candidate will be tasked with auditing account information entered into Salesforce by all other departments. This audit process includes protecting Quest clients from fraudulent payment requests, malicious investments, preventing prohibited transactions from occurring, ensuring that client instruction is followed as outlined by the client, and ensuring that Quest remains in compliance at all times. As a member of Quality Control, you are the last set of eyes that will prevent fraudulent cash requests, malicious investments, and prohibited transactions that would threaten the client’s IRA. The Quality Control Specialist will protect the company from any unnecessary liabilities and risks.

• Audit all cash transactions associated with your assigned department
• Ensure departments are in compliance with Quest, the IRS, and the Texas Department of Banking policies
• Audit internal transactions involving cash transactions between Quest and the client, as well as return funds from other custodians
• Meet with other departments to cover concerns and changes in policy and procedures
• Meet with Quality Control team and immediate supervisor to discuss goals and any concerns that may arise.
• Perform other job-related duties as required

Education & Experience

• High School Diploma is required
• Requires a minimum of six months to 1 year of job-related experience

Skills & Qualifications

• Previous Quality Control experience in an office 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
• Strong communication (verbally and written) and active listening
• Previous data entry experience
• Problem solving/critical thinking skills
• Salesforce experience preferred, but not required
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
• Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/) (Attach screen shot of results to resume)