Hybrid Client-Focused Transactions Specialist

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

Benefits offered by this job

Medical, dental, vision, and life ins.

Health Savings Account options with ER

Paid time off

Paid holidays

Disability coverage (short/long-term)

Employee referral bonus program

Hybrid work environment

Tuition reimbursement

Job summary

New Direction Trust Company (NDTCO) is hiring a Transaction Specialist in Louisville, CO for a full-time, hybrid role. You will review, interpret, and process retirement account transactions, communicate with clients, and ensure IRS requirements and internal policies are followed.

You will work with the Operations Manager and cross-functional teams to maintain accuracy, manage a high-volume workload, and support a positive client experience in a collaborative environment.

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 applicable 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.

Skills

Attention to detail

Client service

Communication

Microsoft Office

Education

High school diploma or equivalent

Two+ years financial services experience

Tools

Microsoft Office

Job description

New Direction Trust Company (NDTCO) is hiring a Transaction Specialist in Louisville, CO for a full-time, hybrid role. You will review, interpret, and process retirement account transactions, communicate with clients, and ensure IRS requirements and internal policies are followed.

You will work with the Operations Manager and cross-functional teams to maintain accuracy, manage a high-volume workload, and support a positive client experience in a collaborative environment.