Financial Processor - For Retirement Accounts (IRA)

About Entrust

The Entrust Group is a pioneer in the world of self-direction. For 40 years, we’ve provided account administration services for self-directed retirement accounts and tax-advantaged plans. As a Self-Directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With an Entrust Self-Directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.

What We Are Seeking?

Alternative Assets Associate

Overview:

The role of Alternative Assets Associate plays a vital part in The Entrust Group`s mission to provide excellent customer service while educating our clients. In this role you will assist the client with completing their forms, checking for additional documentation, and submit requests through the portal. You will also help clients gain an understanding of the endless investment possibilities they can take advantage of within their IRA’s.

The Alternative Assets position requires an independent thinker with multi-tasking abilities who can work well under pressure. This is a high volume fast paced work environment. The role is transaction driven which requires regular interaction with clients, financial institutions, and investment professionals to secure documents for client’s investments ensuring all the transactions are completed in accordance with industry compliance standards. You will be responsible for reviewing and processing the buys, sales, and exchanges for a variety of asset types. In this department you will have the opportunity to learn and interact with a variety of assets and investment types ranging from Private Equities to International Investments.

The associate will report to the Alternative Assets & Transfers Department Manager.

Job Duties:

• Manage the team Inbox, filter emails according to appropriate folders.
• Assign all the new purchase, additional funding, exchange and sell requests, Assign Portal Automated funding requests and track via spreadsheet and update it to reflect morning funding and canceled files.
• Review and Assign signature requests received from the clients and investors and other miscellaneous requests for execution.
• Process funding requests by reviewing and process the submitted forms and supporting documents for buys, sells, additional funding and exchanges withing one to two business days.
• Review, save and update agreements for Escrow related files. Review, scan and vault any incoming mail (Stock Certificates).
• Respond to all client and internal inquiries received via email and phone within one to two business days.
• Resolves client issues by providing explaining the best solutions, expediting corrections and following up with the client to ensure client satisfaction.

Qualifications:

• Experience in banking, finance, accounting, or related industries preferred
• Experience in client services or related industries preferred
• Excellent communication and business writing skills
• Strong critical thinking, information retention, analytical, and problem-solving skills
• Detail-oriented with strong data entry skills
• Proficient with Microsoft Office
• Proven ability to handle multiple projects and to prioritize workload
• Flexibility and a positive attitude while working with existing & prospective clients, and co-workers across departments
• Deep sense of empathy and ability to communicate across diverse groups while holding to company policies and procedures
• Working knowledge of self-directed retirement plans or retirement industry a plus
• Must hold a Bachelors degree

The Perks?

Benefits:

Generous paid time off; medical, dental, and vision coverage for the employee; 401(k) offering; Flexible Spending Account; Commuter & Parking Assistance; Employee Assistance Program; Optional Education Assistance program and Tuition Reimbursement program; Discounted gym membership.

Schedule: Monday - Friday, 8:30 a.m. to 5:00 p.m.

Job Location: Oakland, CA

Hours/Week: Full Time/40 Hours

Pay: $58,000.00 - $62,000.00 per year

The Entrust Group is an equal employment opportunity and affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, status as a qualified individual with a disability, or any other characteristic protected by law.

To all recruitment agencies: The Entrust Group does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, The Entrust Group employees, or any other company location. The Entrust Group is not responsible for any fees related to unsolicited resumes/CVs.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance