Company: Strata Trust
Posted on: January 16, 2022
We have an immediate opening for an Operations Associate in our
Waco office. You will play a key role in creating a positive client
experience for our existing client, new client, and business
partner relationships by processing critical transactions
throughout the various stages of the account life cycle. This
includes completing transactions for the opening of new accounts,
direct transfer/rollover requests, investment transactions, client
distributions, account-related changes, account closures,
investment activity updates and other actions which nurture the
relationship. Meanwhile, you will have the full support of a highly
experienced financial services team that will provide you with
training, collateral, and other support.
STRATA is proud to be a trust company and alternative asset IRA
custodian whose culture is driven by strong values and a long-term
vision. We not only offer competitive salaries and comprehensive
benefits, we also work to foster lasting relationships with our
team members, clients, and shareholders. These relationships form
the bedrock of our success.
WHAT WILL YOU DO?
This position is an integral part of our Operations team and works
closely with Client Services.
Get introduced to all aspects of STRATA's business: Marketing,
Sales, Client Service, Finance, and more. You will learn our
business model, our core values, and our value proposition to
customers and other stakeholders.
Learn the different types of IRAs and IRS regulations related to
contributions and distributions for self-directed Traditional,
Roth, SEP, and SIMPLE IRAs .
Understand the asset classes our customers use to direct their own
retirement, including private equity, private debt, crowdfunding,
real estate, real estate partnerships, and precious metals.
Train on how to process a variety of client account-related tasks
which may include opening new accounts, processing direct
transfer/rollover requests, processing investment transactions,
processing client distributions, transferring of assets in and out,
account terminations and any other account changes or actions.
Serve our customers by processing account transactions, updates,
and other actions in a timely manner. Your attention to detail will
be important to execute with high quality, and we will teach you
how to reconcile investment-related files to ensure accuracy.
Communicate with customers, colleagues, and other stakeholders
daily, employing your verbal and written communication skills.
Take on new duties and responsibilities as you demonstrate the
aptitude and ability to do so.
Meet regularly with your manager to review your work, set
expectations, and discuss feedback and development.
Be part of a team with deep expertise in their business, focus on
company and personal values, and opportunities for growth.
AM I THE RIGHT FIT?
We are searching for self-motivated individuals with a great
attitude and proven success in their experience to join our team.
The ideal candidate possesses:
Bachelor's degree preferred, or 2-5 years equivalent work
experience in financial services, which demonstrates the skills,
aptitude, and abilities to perform the duties of this position.
Passion for service with strong client-focus and the desire to help
Strong reasoning abilities including the ability to define
problems, collect data, establish facts, and draw valid
Ability to interpret a variety of instructions furnished in
written, oral, diagram, or schedule form.
Prior bank or financial service operations experience
Exceptional organizational skills required.
Ability to prioritize and work well under deadlines.
Strong written and verbal communication skills.
Proven problem-solving skills.
Aptitude for accuracy and detail.
Must be proficient in Microsoft Office- Outlook, Word, and
Knowledge of investments or experience with investment processing
is a plus, particularly if it includes real estate or other
alternative asset transactions.
COMMITMENT TO OUR EMPLOYEES
We do not hire resources; we invest in people:
Health Benefits Portfolio including 2 medical options, dental, and
Comprehensive Wellness Program
Retirement program designed to help you save for your future.
Community Engagement opportunities
Generous paid Vacation, Sick, and Holiday time-off.
Training and Development opportunities
If you think that you could be the perfect fit, please apply now.
Submit your resume and contact information for consideration. Good
luck, and we look forward to hearing from you!
At STRATA Trust, we rely on diversity of culture and thought to
deliver on our goals. To ensure this we seek talented, qualified
people for all of our career opportunities, regardless of race,
color, sex/gender, including pregnancy, gender identity and
expression, national origin, religion, sexual orientation,
disability, age, marital status, veteran status, or any other
protected classification under federal, state and/or local laws.
STRATA is proud to be an Equal Employment Opportunity/Affirmative
Keywords: Strata Trust, Waco , Operations Associate, Other , Waco, Texas
Didn't find what you're looking for? Search again!