Transaction Specialist

Job Description
Job Description Transaction Specialist

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Louisville, Colorado | Hybrid
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Full-Time | Monday–Friday
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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 efficiently
Analyze investment documents for completeness and compliance
Process transactions involving alternative assets, including private equity, private debt, and real estate
Communicate proactively with clients regarding transaction requirements, status, and next steps
Provide responsive, professional, and solutions-focused client service
Apply applicable IRS requirements and internal guidelines throughout the transaction process
Identify irregularities and help mitigate operational and financial risk
Coordinate transaction funding and support proper settlement execution
Collaborate with team members and other departments to support successful client outcomes
Contribute ideas that improve processes and strengthen the client experience
Support additional projects and company initiatives as assigned
What Will Help You Succeed

Exceptional attention to detail and strong organizational skills
A genuine passion for providing excellent service and building positive client relationships
The ability to manage a high-volume workload while maintaining accuracy and meeting deadlines
Strong written and verbal communication skills
A proactive, solutions-oriented approach to challenges
Sound professional judgment and the ability to adapt in a fast-paced environment
The ability to work independently while contributing to a collaborative team
Proficiency with Microsoft Office
Education and Experience

High school diploma or equivalent required
Two 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 experience
Medical, dental, vision, and life insurance
Health Savings Account options with employer contributions
Paid time off accrued in accordance with company policy
Paid bank holidays
Optional short- and long-term disability coverage
Tuition reimbursement opportunities
Employee referral bonus program
A hybrid work environment that supports collaboration and flexibility
Schedule and Work Environment

Full-time, Monday through Friday
Typical working hours of 8:30 a.m.–5:00 p.m. Mountain Time
Hybrid work environment
Position based in Louisville, Colorado
Ready to Grow With Us?

If you are looking for a company that values growth, teamwork, innovation, exceptional client service, and work-life balance, we encourage you to apply today.
Join NDTCO and build a career where your attention to detail, ideas, and commitment to clients truly make a difference.
Full-time, Monday through Friday
Typical working hours of 8:30 a.m.–5:00 p.m. Mountain Time

Compensation details

25-30 Hourly Wage
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