Real Estate Specialist (Hybrid)

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture

• Typical schedule for the Real Estate Specialist position is Monday to Friday from 8 a.m. CT to 4:30 p.m.

HOW YOU WILL SOAR:
This Specialist - Real Estate is responsible for daily transactions relating to the purchase, sale, and maintenance of direct real estate investments mainly within IRA's. This will require management of communications with clients, realtors, attorneys, and title companies in order to complete real estate transactions and is instrumental in building and maintaining credibility and confidence in Millennium Trust. This role also requires development and maintenance of positive relationships with clients through telephone and email communication. Additional responsibilities include interacting with all necessary internal Millennium departments to resolve client requests or answer any inquiries related to real estate investments.

• Executes real estate transactions (purchase, sales, bill payments) within accounts
• Serves as a contact person for clients and related third parties as needed
• As necessary, provides answers to client inquiries regarding Millennium Trust's products, services and fees related to real estate investments
• Maintains a professional approach to client service, consistent with MTC protocol and service levels
• Provides educated answers with regards to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree in Accounting, Business, Finance, or related field
• 1-3 years of applicable experience
• IRA knowledge and experience with alternative investments preferred
• Experience with real estate preferred
• Strong relationship and communication skills applied to both internal and external clients
• Excellent organizational and multi-tasking skills
• Strong computer aptitude with proficiency with Microsoft Outlook, Excel and Word
• Strong working knowledge of investment transactions, transfers between financial firms and/or experience with processing cash movements
• Excellent verbal and written communication skills
• Ability to maintain the highest quality of service and professionalism
• Demonstrates the ability to proactively analyze, problem-solve, and make quick sound decisions

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.