QUALIFICATIONS:

• Data entry, keying 40+ wpm.
• Extensive customer service experience in the financial/banking/retirement service area.
• Strong verbal and written communication skills.
• Outstanding organizational ability and attention to detail.
• Working knowledge of Microsoft Suite: Word, Excel, PowerPoint and Outlook.
• Must be able to sit and/or stand for long periods of time while working.

PREFERRED QUALIFICATIONS:

• 2 years of IRA, retirement services or banking operations experience.
• Excellent interpersonal and teamwork skills.
• Strong problem solving, conflict resolution and negotiation skills, client service oriented.
• Ability to multi-task, to work under pressure, be pro-active and to think “out of the box”.
• Maturity and a strong sense of integrity, self-motivated and resourceful, strong cultural awareness
  The position is based in the DENVER, CO area. POSITION IS REMOTE IN DENVER ARE. COLORADO ONLY: This position is up to $21.25/HR + bonus. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan.
  Job Type: Full-time
  Pay: $21.25 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Remot

THE ROLE:

The Private Equity Department Specialist’s primary responsibilities include processing various investments, liquidations, in-kind exchanges, and expense requests received from our clients. The Representative reports to the Private Equity Department Manager.

RESPONSIBILITIES:

• Ability to cross train and float between transaction types within the department.
• Ensure all transactions and customer requests are completed within defined service level times while meeting accuracy and productivity standards.
• Communicate with investors, sponsors and internal departments via phone, email or in writing as appropriate to resolve service requests.
• Process all items/requests in accordance with regulatory standards and trust company procedures to ensure compliance with the maintenance of accounts and maintain necessary documentation accordingly.
• Research complicated issues to resolve account errors and make adjustments.
• Special projects as needed.