Specialized Trust Company Investment Specialist

Job Description

Job Description

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 efficiently
• Preparing investment documentation for execution by authorized corporate signers
• Coordinating document preparation for notarization
• Processing bill pay requests, distributions, and transfer-out transactions
• Ensuring all actions and completed transactions are properly documented in client records
• Assigning follow-up tasks to Client Service Representatives to obtain missing or corrected documentation
• Partnering with investment sponsors to facilitate accurate and timely completion of investments
• Reviewing and escalating special or complex circumstances to management when necessary
• Maintaining high standards of customer service, accuracy, and compliance
• Monitoring and supporting daily productivity goals, case management, and service level targets
• Taking full ownership of escalated issues, ensuring proper follow-through and resolution
• Adhering to all company policies, procedures, and regulatory requirements
• Supporting additional operational tasks and projects as assigned

What We’re Looking For

Core Competencies

• Strong attention to detail and analytical skills
• Excellent problem-solving abilities
• Clear and professional communication skills
• Strong time management and organizational capabilities
• Ability to manage multiple priorities in a deadline-driven environment
• High level of accountability and ownership
• Team-oriented with a collaborative mindset
• Strong client service focus
• Comfortable working within systems, processes, and documentation-heavy workflows

Why Join Specialized Trust Company?

• Be part of a growing leader in the self-directed retirement industry
• Play a direct role in facilitating unique and alternative investment opportunities for clients
• Work in a collaborative and high-performance team environment
• Gain valuable experience in retirement accounts and alternative assets
• Opportunity for professional growth and skill development

Ideal Candidate Profile

• Experience in financial services, operations, or transaction processing preferred
• Familiarity with IRAs, alternative investments, or custodial services is a plus
• Detail-oriented professional who excels in process-driven roles
• Ability to manage sensitive financial transactions with accuracy and professionalism

If 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.

Specialized 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 Description

Specialized 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.