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Client-Focused Transactions Specialist
Job in
Louisville, Boulder County, Colorado, 80028, USA
Listed on 2026-09-09
Listing for:
ADP, Inc.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
New Direction Trust Company (NDTCO) in Louisville, CO is seeking a Transaction Specialist to join our growing Transactions team. This role involves reviewing, interpreting, and processing transactions involving alternative investments held in client retirement accounts, and coordinating with clients through funding and settlement.
You will analyze documents for completeness and ensure IRS requirements and internal policies are followed, helping protect the company by identifying irregularities.
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