GoldStar Trust Co.
GTC-Amarillo-Taylor 2 Flr
701 S Taylor St
2nd Floor
Amarillo, TX 79101, USA
Responsible for the timeliness and accuracy of all purchases, sales and in-kind transactions for IRA accounts holding alternative assets such as stock, mutual funds, loan funds and other accepted assets.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Processes requests to purchase alternative assets in operating system.
Processes and prepares requests to liquidate alternative assets in operating system.
Processes and prepares requests for In-kind distribution of alternative asset.
Prepares various orders to complete requested transaction from client or broker.
Reconciles with reporting entity and ensure records are accurate.
Conducts 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.
QUALIFICATIONS 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 to 11 months related experience and/or training, or equivalent combination of education and experience.
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 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.
PHYSICAL ACTIVITIES 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 with high-level diversity and decision-making.
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, talk or hear; frequently required to stand, walk. 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 precious metal 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 variable in standardized situations
Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software
Qualifications Skills Behaviors :
Motivations :
Education Experience Licenses & Certifications 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.
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Responsible for the timeliness and accuracy of all purchases, sales and in-kind transactions for IRA accounts holding alternative assets such as stock, mutual funds, loan funds and other accepted assets.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Processes requests to purchase alternative assets in operating system.
Processes and prepares requests to liquidate alternative assets in operating system.
Processes and prepares requests for In-kind distribution of alternative asset.
Prepares various orders to complete requested transaction from client or broker.
Reconciles with reporting entity and ensure records are accurate.
Conducts 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.
QUALIFICATIONS 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 to 11 months related experience and/or training, or equivalent combination of education and experience.
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 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.
PHYSICAL ACTIVITIES 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 with high-level diversity and decision-making.
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, talk or hear; frequently required to stand, walk. 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 precious metal 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 variable in standardized situations
Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software
Qualifications Skills Behaviors :
Motivations :
Education Experience Licenses & Certifications 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.
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