Overview

Transaction Specialist Louisville, Colorado Hybrid Full-Time Monday-Friday Salary:$25-$30 an hour Build a Meaningful Career-Without Sacrificing Life Outside of Work At New Direction Trust Company (NDTCO), we believe great work should be meaningful, challenging, and rewarding-and that employees should still have time for the people and experiences that matter most.As a growing leader in the self-directed IRA industry, NDTCO empowers individuals to take greater control of their retirement savings by investing in alternative assets such as real estate, private equity, private debt, and precious metals. Our work gives clients greater flexibility and more possibilities as they build the financial futures they envision.Our success starts with our people. We invest in employee development, promote from within, and create opportunities for team members to build lasting careers in the financial services industry. If you are driven, detail-oriented, and passionate about creating an exceptional client experience, we would love to meet you. About the Opportunity NDTCO is seeking a Transaction Specialist to join our growing Transactions team. This is an excellent opportunity for someone who enjoys solving problems, managing detailed processes, and helping clients navigate important financial transactions.In this role, you will review, interpret, and process transactions involving alternative investments held within client retirement accounts. You will work directly with clients, review investment documentation, support transaction funding and settlement, and help protect the company by identifying irregularities and ensuring transactions follow applicable IRS requirements and internal policies.This is more than a processing role-it is a client-focused position where communication, responsiveness, and sound judgment matter. Our clients trust us with important financial goals, and every interaction is an opportunity to provide a positive, supportive, and efficient experience.This position reports to the Operations Manager. What You'll Do Review, process, and resolve investment transactions accurately and efficientlyAnalyze investment documents for completeness and complianceProcess transactions involving alternative assets, including private equity, private debt, and real estateCommunicate proactively with clients regarding transaction requirements, status, and next stepsProvide responsive, professional, and solutions-focused client serviceApply applicable IRS requirements and internal guidelines throughout the transaction processIdentify irregularities and help mitigate operational and financial riskCoordinate transaction funding and support proper settlement executionCollaborate with team members and other departments to support successful client outcomesContribute ideas that improve processes and strengthen the client experienceSupport additional projects and company initiatives as assigned What Will Help You Succeed Exceptional attention to detail and strong organizational skillsA genuine passion for providing excellent service and building positive client relationshipsThe ability to manage a high-volume workload while maintaining accuracy and meeting deadlinesStrong written and verbal communication skillsA proactive, solutions-oriented approach to challengesSound professional judgment and the ability to adapt in a fast-paced environmentThe ability to work independently while contributing to a collaborative teamProficiency with Microsoft Office Education and Experience High school diploma or equivalent requiredTwo or more years of relevant financial services, banking, trust, or customer service experience preferred Why Join NDTCO? We are committed to supporting our employees both professionally and personally. In addition to opportunities for career growth and meaningful work, eligible employees receive a competitive benefits package that includes:Competitive compensation based on experienceMedical, dental, vision, and life insuranceHeal