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
  
• 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 Front Desk Receptionist, the ideal candidate will be able to maintain and handle call volume coming into the office, maintain office and break room cleanliness, provide and uphold our “World Famous Customer Service,” and maintain the security of our reception suites and general office area. The Front Desk Receptionist is also responsible for performing teller duties, such as ensuring funds are moved and cashed properly with documentation, cross training with our Logistics department, and acting as the gatekeepers and first line of defense for client interaction.

• Welcome visitors by warmly greeting them on the phone
• Answering, screening, and forwarding incoming phone calls
• Take and relay messages; check voicemails
• Process all incoming faxes
• Comply with procedures, rules, and regulations
• Work closely with Logistics department to fulfill delivery of incoming/outgoing mail
• Assisting marketing team by printing and organizing flyers for our weekly education classes
• As our director of first impressions, our receptionist will interact daily with clients and staff
• Cross train in our Logistics/mailroom department

• Performs other job-related duties as required

Education & Experience

• High School Diploma is required
  
• A minimum of 1 year of directly job-related experience

Skills & Qualifications

• Professional personal appearance
• Experience with Salesforce platform or compatible CRM preferred
• 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
• Excellent customer service
• Must be adaptable
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams)
• Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/ ) (Attach screen shot of results to resume)