Transaction Service Specialist

Choose your next journey as a Transaction Service Specialist with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, 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
HOW YOU WILL SOAR:
The Specialist - Transaction Service is responsible for processing transactions relating to the purchase and sales of alternative investments and futures. This will require contact with both clients and fund sponsors in completing investment transactions and is instrumental in building and maintaining credibility and confidence in Millennium Trust. This person will act closely with other departments, including the Alternative Sales Group and Client Service Groups to resolve client requests and other inquiries.

• Execute the placement of transactions for futures and alternative assets.
• Primary contact person for clients and investment sponsors as needed to complete transactions
• Supports and guides clients through the investment process consistent with IRS rules and regulations.
• Responds to client or sponsor inquiries on how to make an investment and/or the status of transactions in progress.
• Assists clients as needed with regard to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios.
• Performs other job-related duties as assigned.
• Serves as a backup Real Estate Specialist

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

• Highschool Dipolma or GED
• One to three years prior work experience in a financial services or real estate industry preferred.
• IRA knowledge and experience with alternative investments a plus.
• Strong attention to detail and ability to solve issues and multi-task while handling client requests.
• Excellent organizational skills.
• Strong computer aptitude with proficiency with Microsoft Outlook, Excel and Word.
• Strong working knowledge of investment transactions and/or experience with processing cash movements.
• Strong initiative and willingness to seek out additional work and/or responsibilities.
• Excellent verbal and written communication skills.
• Ability to maintain the highest quality of customer service.
• Demonstrate the ability to proactively analyze, problem-solve, and make quick sound decisions.
• Ability to work well with others.

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.