Client-Focused Transactions Specialist

ADP, Inc.; Louisville (CO); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

Health Savings Account with employer

Paid time off

Paid bank holidays

Short- and long-term disability

Employee referral bonus

Hybrid work environment

Job summary

New Direction Trust Company (NDTCO) in Louisville, CO is seeking a Transaction Specialist to join our growing Transactions team. This role involves reviewing, interpreting, and processing transactions involving alternative investments held in client retirement accounts, and coordinating with clients through funding and settlement.

You will analyze documents for completeness and ensure IRS requirements and internal policies are followed, helping protect the company by identifying irregularities.

Qualifications

• High school diploma or equivalent required.
• Two or more years of relevant financial services, banking, trust, or customer service experience preferred.

Responsibilities

• Review, process, and resolve investment transactions accurately and efficiently.
• Analyze investment documents for completeness and compliance.
• Process transactions involving alternative assets, including private equity, private debt, and real estate.
• Communicate proactively with clients regarding transaction requirements, status, and next steps.
• Provide responsive, professional, and solutions-focused client service.
• Apply IRS requirements and internal guidelines throughout the transaction process.
• Identify irregularities and help mitigate operational and financial risk.
• Coordinate transaction funding and support proper settlement execution.
• Collaborate with team members and other departments to support successful client outcomes.
• Contribute ideas that improve processes and strengthen the client experience.
• Support additional projects and company initiatives as assigned.

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

New Direction Trust Company (NDTCO) in Louisville, CO is seeking a Transaction Specialist to join our growing Transactions team. This role involves reviewing, interpreting, and processing transactions involving alternative investments held in client retirement accounts, and coordinating with clients through funding and settlement.

You will analyze documents for completeness and ensure IRS requirements and internal policies are followed, helping protect the company by identifying irregularities.