Next Generation Trust Services Hires New Administrative Assistant for Self-Directed Retirement Account Transaction Processing
Published on March 28, 2013
Heather Lehne-Woolf is the Newest Employee of Growing Self Directed IRA Services Firm and Will Assist with Transactions and Marketing Development. Heather Lehne-Woolf has worked in New Zealand, Australia, and Hong Kong, but her latest assignment is in the Roseland, N.J. office of Next Generation Trust Services, LLC, a third-party administrator of self-directed retirement plans.
Heather Lehne-Woolf has worked in New Zealand, Australia, and Hong Kong, but her latest assignment is in the Roseland, N.J. office of Next Generation Trust Services, LLC, a third-party administrator of self-directed retirement plans. Lehne-Woolf will apply her vast experience in marketing services, real estate, and recruiting to her new position at the self directed IRA services company. She is one of several planned new hires for 2013 at Next Generation Trust, which has seen triple-digit growth in assets held within clients’ self-directed retirement plans over the past two years.
Lehne-Woolf joins Next Generation Trust Services as an administrative assistant and will be training on the transaction process for self-directed retirement accounts to support the client services team. All employees at Next Generation Trust are cross-trained in order to maintain the high level of customer service and efficiency with which transactions are handled for the firm’s clients. The firm provides comprehensive account administration and transaction support for self-directed retirement plans, in which investors make their own investment decisions. Self-direction allows for a broad array of alternative assets such as real estate, precious metals, private placements, loans, hedge funds, and much more.
Lehne-Woolf has worked as marketing manager for the Australian office of global accounting firm, Deloitte Touche, and as marketing and advertising manager for two major legal recruitment firms in Hong Kong. She then moved to real estate and corporate relocations for expatriates moving to the bustling city. She is certified, trained, and qualified in dozens of software and management programs.
“Heather is certainly no stranger to acquiring new skills in new industries,” said Jaime Raskulinecz, founder and CEO of Next Generation Trust. “As part of her role here, she will be learning our complete transaction process in order to help clients and our team, and will put her formidable marketing skills to good use in assisting with our firm’s marketing development.”