GTC Asset Specialist

Home BancShares
Texas
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Organizational skills","Interpersonal communication","Detail orientation","Problem-solving","Ability to work in a fast-paced environment"]

Process paperwork for purchase and sale transactions in self-directed IRA accounts holding alternative assets. Prepare and route requests for liquidation and in-kind distributions, complete client/broker orders, reconcile with reporting entities for accurate records, and perform needed research. Work in an office environment with controlled conditions, maintain constant alertness, and complete required BSA/AML and compliance training while supporting fast-paced, detail-oriented operations.

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FursaFursa
Home BancShares
Home BancShares
5 days ago

GTC Asset Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Process paperwork for purchase and sale transactions in self-directed IRA accounts holding alternative assets. Prepare and route requests for liquidation and in-kind distributions, complete client/broker orders, reconcile with reporting entities for accurate records, and perform needed research. Work in an office environment with controlled conditions, maintain constant alertness, and complete required BSA/AML and compliance training while supporting fast-paced, detail-oriented operations.
Location: Texas
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Process and prepare requests to liquidate alternative assets in the operating system.
  • •Process and prepare requests for in-kind distribution of alternative assets.
  • •Prepare orders to complete requested transactions from clients or brokers.
  • •Reconcile with reporting entities and ensure records are accurate.
  • •Conduct research as needed and complete required BSA/AML and other compliance training.

Key Requirements

  • •High school or GED plus specialized schooling and/or on-the-job education in a specific skill area.
  • •7–11 months related experience and/or training.
  • •Ability to read and understand documents such as policy manuals, operating/maintenance instructions, and procedure manuals.
  • •Strong mathematical skills, including working with rate, ratio, percent, and bar graphs.
  • •Ability to use common sense to carry out instructions and solve problems involving several known variables in routine situations.
Education:High School
Skills:Organizational skillsInterpersonal communicationDetail orientationProblem-solvingAbility to work in a fast-paced environment
Tech Stack:10-KeyAccountingAlphanumeric Data EntryWord Processing/TypingMicrosoft OfficeInternetE-mailAccounting software

Company Brief

Home BancShares
Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Conway, United States
Founded: 1998
WebsiteLinkedIn