Detail-Oriented Trust Account 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

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.