Account Maintenance Specialist

New Direction IRA Inc.; Louisville (CO); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

HSA with employer contribution

Paid time off

Job summary

New Direction Trust Company is seeking a detail-oriented Account Maintenance Specialist to support the administration of client accounts in a high-volume, regulated environment. You will review requests, update records, verify documentation, and resolve missing information to ensure accurate and complete client data.

The role requires strong organizational skills, the ability to handle confidential information, and effective communication with clients and internal partners.

Qualifications

• Experience in financial services, banking, trust operations, retirement accounts, or a related operational role is preferred.
• Exceptional attention to detail and a strong commitment to accuracy.
• Ability to review forms and supporting documentation carefully and identify missing or inconsistent information.
• Strong organizational and time-management skills.
• Ability to manage a high volume of requests, changing priorities, and deadlines.
• Strong written and verbal communication skills.
• Professional and confident communication when working with clients and internal partners.
• Ability to research issues, solve problems, and follow assignments through completion.
• Sound judgment and the ability to determine when an issue requires escalation.
• Experience with IRAs or self-directed retirement accounts is helpful but not required.

Responsibilities

• Review and process account maintenance requests accurately and within established service standards.
• Update client demographic information, including addresses, phone numbers, email addresses, and other account details.
• Process beneficiary additions and changes based on properly completed documentation.
• Review and process authorized individual, interested party, power of attorney, and representative-related requests.
• Support account registration, account type, and other administrative account changes.
• Review submitted forms and supporting documentation for completeness, accuracy, and required authorization.
• Contact clients or internal partners when additional information, clarification, or corrected documentation is needed.
• Maintain accurate and complete records of account updates, client communications, and supporting documentation.
• Monitor assigned work queues and follow outstanding requests through completion.
• Identify discrepancies, potential risks, or unusual account activity and escalated concerns through the appropriate channels.
• Protect confidential client information and follow established privacy, security, and recordkeeping requirements.
• Partner with Client Services, Trust, Transactions, Compliance, AML/KYC, Finance, and other departments to resolve account needs.
• Assist with returned mail, account restrictions, deceased-account notifications, and other maintenance-related requests as assigned.
• Support department reporting, quality-control reviews, process improvements, and special projects.
• Cross-train on additional Account Maintenance responsibilities and provide backup coverage as needed.
• Complete other duties based on evolving business and operational needs.

Skills

Attention to detail

Organizational skills

Time management

Customer service

Communication skills

MS Office (Outlook, Word, Excel)

CRM systems

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

CRM systems

Trust/accounting systems

Outlook

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Maintenance Specialist

Full Time Louisville, CO, US

7 days ago Requisition ID: 1024

Salary Range: $25.00 To $30.00 Hourly

Account Maintenance Specialist

About the Role

New Direction Trust Company is seeking a detail-oriented and dependableAccount Maintenance Specialist to support the ongoing administration of client accounts.

This role is responsible for reviewing and processing account maintenance requests, updating client records, and ensuring account information remains accurate, complete, and properly documented. The Account Maintenance Specialist works closely with clients and internal departments to resolve missing information, complete requests promptly, and support an efficient client experience.

The right person for this role is highly organized, comfortable working in a regulated environment, and able to manage a high volume of detail-oriented work. They take ownership of their assignments, communicate clearly, and understand the importance of accuracy when handling sensitive client and account information.

What You’ll Do

• Review and process account maintenance requests accurately and within established service standards.
• Update client demographic information, including addresses, phone numbers, email addresses, and other account details.
• Process beneficiary additions and changes based on properly completed documentation.
• Review and process authorized individual, interested party, power of attorney, and representative-related requests.
• Support account registration, account type, and other administrative account changes.
• Review submitted forms and supporting documentation for completeness, accuracy, and required authorization.
• Contact clients or internal partners when additional information, clarification, or corrected documentation is needed.
• Maintain accurate and complete records of account updates, client communications, and supporting documentation.
• Monitor assigned work queues and follow outstanding requests through completion.
• Identify discrepancies, potential risks, or unusual account activity and escalated concerns through the appropriate channels.
• Protect confidential client information and follow established privacy, security, and recordkeeping requirements.
• Partner with Client Services, Trust, Transactions, Compliance, AML/KYC, Finance, and other departments to resolve account needs.
• Assist with returned mail, account restrictions, deceased-account notifications, and other maintenance-related requests as assigned.
• Support department reporting, quality-control reviews, process improvements, and special projects.
• Cross-train on additional Account Maintenance responsibilities and provide backup coverage as needed.
• Complete other duties based on evolving business and operational needs.

What We’re Looking For

• Experience in financial services, banking, trust operations, retirement accounts, account administration, records management, or a related operational role is preferred.
• Exceptional attention to detail and a strong commitment to accuracy.
• Ability to review forms and supporting documentation carefully and identify missing or inconsistent information.
• Strong organizational and time-management skills.
• Ability to manage a high volume of requests, changing priorities, and deadlines.
• Strong written and verbal communication skills.
• Professional and confident communication when working with clients and internal partners.
• Ability to research issues, solve problems, and follow assignments through completion.
• Sound judgment and the ability to determine when an issue requires escalation.
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
• Ability to learn and work within client relationship management, workflow, and trust-accounting systems.
• Ability to handle confidential personal and financial information appropriately.
• High school diploma or equivalent required; an associate or bachelor’s degree in business, finance, or a related field is preferred.
• Experience with IRAs or self-directed retirement accounts is helpful but not required.

You’ll Thrive Here If You

• Take pride in completing detailed work accurately.
• Enjoy organizing information and resolving documentation issues.
• Take ownership without needing frequent follow-up.
• Can shift priorities without sacrificing quality or accuracy.
• Communicate proactively when additional information or support is needed.
• Look for opportunities to improve processes and reduce recurring errors.
• Enjoy working collaboratively while remaining accountable for your individual responsibilities.
• Want to build experience in trust operations and retirement-account administration.

What Success Looks Like

Success in this role means:

• Account maintenance requests are processed accurately and within established service standards.
• Client records are complete, current, and properly documented.
• Missing or inconsistent information is identified before account updates are completed.
• Clients and internal partners receive clear, timely communication regarding outstanding requirements.
• Assigned work queues are actively monitored, and requests are followed through to resolution.
• Confidential information is handled securely and appropriately.
• Potential risks and unusual activity are escalated promptly.
• Errors and rework are minimized through careful review and consistent use of procedures.

Why Join NDTCO?

At New Direction Trust Company, you will gain valuable experience in trust operations, retirement accounts, and financial services while making a visible impact on the client experience.

You will join a collaborative environment where accuracy, initiative, accountability, strong relationships, and excellent service are valued. We invest in employee development and create opportunities for team members to expand their knowledge and grow within the organization.

Available to eligible full-time employees; applicable waiting periods may apply.

• Pay range of $25.00–$30.00 per hour
• Comprehensive medical, dental, vision, and life insurance
• Optional Health Savings Account with a $90 monthly employer contribution
• Paid time off and paid major holidays
• 401(k) retirement plan with a company match of up to 3%
• Optional short- and long-term disability insurance
• Professional-development and career-growth opportunities

Schedule and Work Environment

• Full-time, non-exempt position
• Monday through Friday
• Shift: 8:30 a.m.–5:00 p.m. Mountain Time
• Hybrid work environment after successful completion of the required training period
• Based in Louisville, Colorado
• Regular and reliable attendance is required

If you are organized, detail-oriented, and ready to build your career in financial operations, we would love to hear from you.