GTC Asset Specialist

Centennial Bank • Amarillo, TX

20h • Onsite

About The Position

The GTC Asset Specialist position is a data entry focused role. This position is responsible for processing paperwork for purchase and sale transactions in accounts that hold alternative assets. GoldStar Trust Company is a self-directed IRA Custodian established in 1989. GoldStar is not a fiduciary. Client’s direct investment purchases and sales transactions inside their accounts via submission of specific paperwork. GoldStar’s role is to process the client’s directed asset transactions, produce market value statements and complete tax reporting to the IRS.

Requirements

• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc plus 7 - 11 months related experience and/or training.
• Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
• Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
• Intermediate: 10-Key
• Basic: Accounting, Alphanumeric Data Entry, Word Processing/Typing
• Must have the ability to read and interpret documents such as operating instructions and procedure manuals
• Must have strong organizational, interpersonal, and communication skills
• Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
• Must be detail oriented and able to solve problems
• Must have the ability to speak effectively before groups of customers or employees of organization
• Must have the ability to work with mathematical concepts that relate to alternative asset transactions
• Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
• Must have the ability to deal with problems involving several concrete variables in standardized situations
• Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software

Responsibilities

• Process and prepare requests to liquidate alternative assets in operating system.
• Process and prepare requests for in-kind distribution of alternative asset.
• Prepare various orders to complete requested transaction from client or broker.
• Reconcile with reporting entity and ensure records are accurate.
• Conduct research as needed.
• The ability to work in a constant state of alertness and in a safe manner.
• Completes required BSA/AML training and other compliance training as assigned.
• Perform any other related duties as required or assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees