Specialized Trust Company Transfer Specialist (Self-Directed IRA)
Location (In-Office)
Specialized Trust Company
6100 Indian School Rd NE, Suite 215
Albuquerque, NM 87110
Compensation
$16.50 per hour
Position Summary
Specialized Trust Company is seeking a detail-oriented and client-focused Transfer Specialist to join our growing team. This role plays a critical part in facilitating the movement of retirement funds by managing incoming transfers and rollovers from other custodians and administrators.
The ideal candidate is highly organized, proactive, and thrives in a fast-paced environment. This position combines operational efficiency with client interaction, ensuring a smooth and accurate transfer experience while maintaining a high level of service excellence.
What You’ll Do
As a Transfer Specialist, you will act as a key liaison between clients, financial institutions, and internal teams by:
Assisting clients with the transfer and rollover process to fund their self-directed retirement accountsHandling inbound calls and providing clear, professional guidance on account funding optionsReviewing transfer and rollover requests for accuracy and completeness, identifying and resolving any deficienciesInitiating and managing transfers by coordinating with contra firms and custodiansMaking outbound calls to financial institutions to facilitate and expedite transfer requestsCoordinating liquidation requests with clients and custodians when necessaryMaintaining detailed and accurate documentation of all client interactions and activitiesCollaborating with Inside Sales and Key Account Managers to communicate updates and resolve issuesProviding support for general client inquiries and assisting with basic account-related questionsTaking ownership of escalated issues, ensuring timely follow-up and resolutionMeeting and exceeding departmental metrics, service levels, and productivity goalsMaintaining strict adherence to company policies, procedures, and compliance standardsSupporting additional projects and responsibilities as assignedWhat We’re Looking For
Core Competencies
Strong problem-solving and analytical skillsExcellent communication and interpersonal abilitiesHigh level of attention to detail and accuracyAbility to manage multiple tasks and deadlines effectivelyStrong client service orientationProactive mindset with a sense of ownership and accountabilityAbility to work independently and as part of a teamSolid time management and organizational skillsComfortable working with systems and technical processesWhy Join Specialized Trust Company?
Be part of a growing firm in the self-directed retirement industryWork in a role where you directly impact the client experience and funding successCollaborative, team-oriented environment focused on excellenceOpportunity to expand your knowledge of retirement accounts and alternative investmentsIdeal Candidate Profile
Experience in financial services, operations, or customer service preferredFamiliarity with IRAs, transfers, or retirement accounts is a plusStrong communication skills with the ability to guide clients through detailed processesA detail-driven professional who thrives in a structured, process-oriented roleIf you are motivated, detail-oriented, and passionate about helping clients move their financial goals forward, we encourage you to apply and join our team.
Company DescriptionSpecialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines.Company DescriptionSpecialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines. Read LessSpecialized Trust Company Client Service Specialist (Self-Directed IRAs)
Location (In-Office)
Specialized Trust Company
6100 Indian School Rd NE, Suite 215
Albuquerque, NM 87110
Compensation
$16.50 per hour
Position Summary
Specialized Trust Company is seeking a detail-oriented and customer-focused Client Service Specialist to join our growing team. This role is essential in delivering an exceptional client experience by supporting our call center operations and guiding clients through their self-directed IRA transactions.
The ideal candidate thrives in a fast-paced environment, communicates confidently, and takes ownership of client needs from start to finish. This position plays a key role in maintaining service excellence, operational efficiency, and regulatory compliance.
What You’ll Do
As a Client Service Specialist, you will serve as a trusted resource for clients, partners, and internal teams by:
Delivering exceptional customer service to prospective and existing clients through inbound and outbound communicationsHandling inquiries from clients, attorneys, title companies, and investment sponsorsAssisting clients with account activity including:Investment processing and walkthroughsContributions and distributionsBill payments and account transactionsConducting proactive follow-up on outstanding items to resolve deficiencies and ensure timely processingSupporting fee collection activitiesClearly explaining company policies, procedures, and account guidelinesProviding general guidance regarding IRS regulations and potential prohibited transactions (non-advisory)Effectively addressing client concerns and escalating complex issues when neededTaking full ownership of escalated cases, ensuring resolution and follow-throughMaintaining compliance with all company policies and service standardsContributing to team success and participating in additional projects as assignedWhat We’re Looking For
Core Competencies:
Strong problem-solving and analytical skillsExcellent communication and interpersonal abilitiesHigh level of customer/client focusAbility to work both independently and collaborativelyStrong time management and organizational skillsProactive mindset with a sense of ownership and initiativeComfortable navigating technical systems and processesWhy Join Specialized Trust Company?
Be part of a growing organization in the self-directed retirement industryWork in a role where you can make a meaningful impact on client successCollaborative, team-oriented environment focused on excellenceOpportunity to build expertise in alternative investments and retirement solutionsIdeal Candidate Profile
Experience in customer service, financial services, or call center environments preferredInterest or background in retirement accounts, IRAs, or alternative investing is a plusAbility to explain complex information in a clear and approachable wayIf you’re passionate about delivering top-tier client service and want to grow your career in a specialized financial services environment, we’d love to hear from you.
Company DescriptionSpecialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines.Company DescriptionSpecialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines. Read Less
Specialized Trust Company Investment Specialist (Self-Directed IRA)
Location (In-Office)
Specialized Trust Company
6100 Indian School Rd NE, Suite 215
Albuquerque, NM 87110
Compensation
$16.50 per hour
Position Summary
Specialized Trust Company is seeking a detail-oriented and process-driven Investment Specialist to join our Operations team. This role is essential to ensuring the accurate and timely processing of client investments, distributions, transfers, and account transactions within self-directed retirement accounts.
The ideal candidate thrives in a structured, fast-paced environment and demonstrates strong attention to detail, accountability, and a commitment to service excellence. This position plays a vital role in supporting client investment activity while maintaining compliance and operational efficiency.
What You’ll Do
As an Investment Specialist, you will support the lifecycle of client transactions and investments by:
Processing client investment requests accurately and efficientlyPreparing investment documentation for execution by authorized corporate signersCoordinating document preparation for notarizationProcessing bill pay requests, distributions, and transfer-out transactionsEnsuring all actions and completed transactions are properly documented in client recordsAssigning follow-up tasks to Client Service Representatives to obtain missing or corrected documentationPartnering with investment sponsors to facilitate accurate and timely completion of investmentsReviewing and escalating special or complex circumstances to management when necessaryMaintaining high standards of customer service, accuracy, and complianceMonitoring and supporting daily productivity goals, case management, and service level targetsTaking full ownership of escalated issues, ensuring proper follow-through and resolutionAdhering to all company policies, procedures, and regulatory requirementsSupporting additional operational tasks and projects as assignedWhat We’re Looking For
Core Competencies
Strong attention to detail and analytical skillsExcellent problem-solving abilitiesClear and professional communication skillsStrong time management and organizational capabilitiesAbility to manage multiple priorities in a deadline-driven environmentHigh level of accountability and ownershipTeam-oriented with a collaborative mindsetStrong client service focusComfortable working within systems, processes, and documentation-heavy workflowsWhy Join Specialized Trust Company?
Be part of a growing leader in the self-directed retirement industryPlay a direct role in facilitating unique and alternative investment opportunities for clientsWork in a collaborative and high-performance team environmentGain valuable experience in retirement accounts and alternative assetsOpportunity for professional growth and skill developmentIdeal Candidate Profile
Experience in financial services, operations, or transaction processing preferredFamiliarity with IRAs, alternative investments, or custodial services is a plusDetail-oriented professional who excels in process-driven rolesAbility to manage sensitive financial transactions with accuracy and professionalismIf you are a motivated, detail-focused professional who takes pride in accuracy and efficiency, and you enjoy supporting clients behind the scenes, we encourage you to apply and join our growing team.
Company DescriptionSpecialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines.Company DescriptionSpecialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines. Read Less