Entry Level Data Entry/Administrative Assistant
NJ - Roseland
If you are bright and motivated, this position offers you the opportunity to expand your skills and experience in different areas of a small but fast-growing business, paving the way for future career growth. You will provide a variety of support, including backing up the Receptionist, assisting billing and collections (and learning that function), helping the transaction team, and more.
At Next Generation Trust Services (NGTS) you won't be just another number in a large corporation -- instead, your opinions will be heard and your contributions will have a genuine impact on our success. Our goal is for you to learn all about our company, including the intriguing self-directed retirement plan industry, and history shows that strong performers can move up. We're in our 11th successful year, but we still act like a startup, so the environment is exciting and dynamic.
Next Generation, headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS provides education, administrative support, and account maintenance to individuals interested in self-directing their retirement portfolios with a wide variety of investments that are not typically found in an IRA, such as real estate, precious metals, notes and mortgages, private placements, accounts receivables, limited partnerships, hedge funds, and much more. We hold well over $500 million in assets on behalf of our clients, and we have clients and investments around the world.
- One year of experience as an Administrative Assistant or similar role, including:
- Maintaining files and records
- Tracking and following through on pending items
- Routing emails and phone calls
- Assembling multi-part documents
- Strong technical aptitude and familiarity with MS Office; knowledge of customer relationship management (CRM) systems is strongly preferred
- Experience in the financial services industry and/or customer service would be handy
- Current computer skills, including proficiency with the Microsoft Office suite
- Great time management powers, including the ability to manage multiple activities and priorities
- Integrity and reliability
- Strong attention to detail
- A high degree of comfort working with numbers
- Excellent communication skills, including diplomacy and eloquence, particularly over the phone
Just as important as your experience and skills will be the following characteristics and competencies:
- Self-motivation and the ability to achieve goals with a minimum of supervision
- Solid organization skills and the ability to manage multiple activities and priorities in a fast-paced environment
- Patience and the ability to maintain a level head in busy or stressful situations
- Common sense
- A strong sense of confidentiality and discretion
In a nutshell, we guide clients regarding IRS guidelines around investments, facilitate transactions, and provide required IRS reporting. We also administer the asset; for example, if it is a rental property, we accept and deposit rent, and pay out expenses per the client's instruction.
This role supports multiple areas. You'll invest a large portion of your time assisting our billing and collections team, including keeping client contact information up to date, generating and distributing invoices, tracking accounts receivable to support collection efforts, and more.
On a regular basis you will fill in for the Receptionist if she is away from the office. This will include answering a moderate volume of phone calls and, very occasionally, greeting visitors to the office.
Whatever you do, you can count on it being appreciated -- we considered calling the role "Superhero."
Note: this description is intended to give you a general overview of the position and is not an exhaustive listing of duties and responsibilities.
Career options -- many members of our team started in an administrative role, demonstrated the ability to learn quickly, and then move up. Depending on our needs and your performance and aptitude, you might pursue opportunities in billing & collections, transactions, sales & marketing, or other areas.
Unique, intriguing industry -- not only will you learn about alternative investments, but you also will learn from a leading player in the space. The big-name investment firms don't handle these kinds of investments. In fact, only a handful of companies in the U.S. administer self-directed retirement plans, and we are one of about two or three in the Tri-State Area.
Growth environment -- we are growing rapidly; in fact, our revenue grew by 40% last year. We continue to pursue new growth efforts; for example, we are working on securing a trust charter, which will give us greater flexibility and set the stage for even further expansion. Like everyone at NGTS, you will support that growth.
White glove service, golden reputation -- we have earned a reputation for exceptional customer service, not only in the self-directed retirement plan space, but in the larger financial services industry. That reputation has enabled us to develop a client list that includes many high and ultra-high net worth individuals.
Work with a thought leader -- Jaime Raskulinecz, our CEO and founder, has earned a number of accolades and distinctions over the years. Most recently, in 2013, she was a finalist in the Women's Center for Entrepreneurship Corporation's Woman Business Owner of the Year. That same year, Next Generation Trust Services was a finalist for the NJBiz Business of the Year (1-50 employees) award. In addition, Ms. Raskulinecz was:
- A finalist for the Own it Ventures/NJ Monthly Leading Women Entrepreneurs and Business Owners award in 2011 and 2012.
- Named 2012 Business Woman of the Year by the New Jersey Association of Women Business Owners (NJAWBO).
- Named 2011 Business Woman of the Year by the Essex chapter of NJAWBO.
- Recognized by Real Estate New Jersey as one of its 50 Women of Influence in 2008 and 2009.
- Honored by NJBiz as one of New Jersey's Best 50 Women in Business in 2009.
- Named to NJAWBO's list of the 30 Most Successful New Jersey Women Business Owners in 2008.
Great culture -- we are a small and diverse group who share a strong entrepreneurial spirit. There is a close-knit, family-like feeling here, and on occasion we will go out together after work. We hold ourselves to high expectations, and we like to have fun in the process.
Excellent compensation -- in addition to a competitive salary, we offer benefits, including a 401(k) plan, health insurance, and paid time off.
Our goal is to find a professional who is looking for a long-term career home. As you can see, it will take some time before you really understand our industry and our business. If you do excellent work today, you can have a bright future with us. Excellent work includes managing and tracking many details, following through to complete tasks and resolve issues, and keeping an eye out for better ways of doing things.
A positive attitude is essential in our culture; if you habitually "feed the trolls," NGTS isn't the company for you. You also will need to be flexible and adaptable to change -- particularly as this is a role in which you will wear multiple hats. We value the diversity of personalities on our staff, and we all have our quirkiness. As long as you are achieving your goals and supporting team goals, we'll embrace your uniqueness.
With self-directed IRAs, our clients make all their own investment decisions from a broad range of investments that are not typically found in an IRA; these include real estate, precious metals, notes and mortgages, private placements, accounts receivables, limited partnerships, hedge funds, and much more. As the IRA administrator for our clients, Next Generation Trust Services holds the assets, expedites the transactions, manages all the paperwork and required filing, and answers questions about the diverse investment options available with self-directed IRAs.
Although our experienced, knowledgeable professionals never endorse, recommend, or sell any products or investments, nor give investment advice, we make sure our clients are investing in accordance with all IRS regulations. We are here to guide our clients through their self-directed transactions.
As part of our commitment to superior client service, Next Generation Trust Services offers a variety of educational resources and seminars so that investors and their trusted advisors can learn more about self-direction as a retirement wealth-building strategy. Next Generation Trust Services is also a member of RITA, the Retirement Industry Trust Association, and AITCO, the Association of Independent Trust Companies, Inc.
Our Mission/Value Statement
The mission of Next Generation Trust Services is to provide our clients with the tools and support necessary for them to "control their futures, today" by investing within self-directed retirement plans. We fulfill this mission by educating individuals and their trusted advisors about the many options and benefits of self-direction as a retirement wealth building strategy.
This initiative is borne out of our philosophy that everyone should have the knowledge and the tools to plan for a worry-free retirement and become less dependent on an outside source of income such as social security. By guiding our clients about self-direction, they can develop a retirement portfolio that reflects a diverse range of alternative assets -- a portfolio that they control.
Next Generation Trust Services is an equal opportunity employer. EOE/AA/M/F/Vets/Disabled