GTC Asset Specialist

GTC Asset Specialist

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.

Essential duties and responsibilities include processing and preparing requests to liquidate alternative assets in the operating system, processing and preparing requests for in-kind distribution of alternative assets, preparing various orders to complete requested transactions from clients or brokers, reconciling with reporting entities and ensuring records are accurate, conducting research as needed, working in a constant state of alertness and in a safe manner, completing required BSA/AML training and other compliance training as assigned, and performing any other related duties as required or assigned.

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and experience: 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.

Communication skills: 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.

Mathematical skills: 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.

Critical thinking skills: 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.

Required certificates, licenses, registrations: Not indicated.

Preferred certificates, licenses, registrations: Not indicated.

Software skills required: Intermediate: 10-Key. Basic: Accounting, Alphanumeric Data Entry, Word Processing/Typing.

Working conditions: Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.

Environmental conditions: The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate (business office with computers/printers, light traffic, etc.)

Physical activities: The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions relating to Degree 1.

While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl; frequently required to stand, walk, talk or hear. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Additional information: 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.