About Quest Trust Company

As the nation’s leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations. Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more. Quest Trust Company is looking for ambitious, dedicated and hardworking business professionals to join the team. Think you have what it takes? Apply now!

Perks & Benefits:

Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.

• $500.00 sign-on bonus after successfully passing New Hire Review
• Flexibility to Work From Home one day a week after one year of service
• Opportunity for internal promotions and career development
• Excellent growth and advancement opportunities
• Health Insurance (available after 60 days of full-time employment)
• Parental Leave (available after one year of service)
• 7 Paid Holidays
• 48 hours of personal time each year
• 401(k) plan enrollment after one year of service
• 10 paid vacation days after one year of service
• 15 paid vacation days after five years of service
• Free snacks and drinks for staff
• Quarterly team building activities and much more

Roles & Responsibilities include (but not limited to):

As the Compliance Specialist, the ideal candidate will conduct general compliance requirements for Quest Trust Company. The Compliance Specialist will also be responsible for conducting account reviews, provide department oversight, conduct testing for policies and procedures, and assist with the training of new hires. The Compliance Specialist aids with the implementation of policies and procedures and ensures they are aligned with company goals while balancing other regulatory requirements/suggestions. The change brought about by these implemented practices aims to be practical and avoid creating unnecessary hurdles for all client facing departments.

• Conduct account reviews
• Analysis of Remediation Efforts
• Provides department oversight
• Conducts testing of procedures
• Conducts desk sweeps of employee workstations to ensure compliance regulations are being followed
• Provides internal training to staff
• Assists with manual and procedure reviews and provides amendment recommendations
• Provides assistance with annual regulatory exams
• Ensures employees are completing required compliance training
• Performs other job-related duties as required

Education & Experience

• Associate’s degree required
• A minimum of 1-3 years of directly job-related experience recommended

Skills & Qualifications

• Time management skills with the ability to organize and prioritize
• Must be able to work well in a team environment
• Willingness to grow and accept new challenges
• Critical thinking skills
• Ability to problem solve
• Previous experience with self-directed IRAs
• Ability to conduct effective training
  
• Excellent knowledge and understanding of current state and federal regulations
• Must be adaptable
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
• Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/ ) (Attach screen shot of results to resume)