Career Opportunities at The Exeter group of Companies
Last Updated:
Tuesday, August 20, 2024
Innovative Diversified Financial Services Company
Join our team! Are you a client service-focused professional seeking a rewarding career opportunity in the diversified financial services industry? The Exeter Group of Companies include some of the most innovative, specialized financial services companies of their kind. Our team members are the key to our continued success! We are growing and expanding and looking for team members to join our corporate family.
Team Member Benefit Package
The Exeter Group of Companies offers an extremely competitive compensation and team member benefit package commensurate with the team member's experience, expertise and customer service skills. Team member benefits include:
- Superior corporate (family) culture where team members matter
- Discretionary incentive compensation profit sharing plan
- Year-end length-of-service bonus
- Traditional and Roth 401(k) Plan with discretionary company profit sharing and matching
- 100% company paid medical/health insurance for team member
- 100% company paid life insurance for team member
- 100% company paid short-term disability for team member
- 100% company paid long-term disability for team member
- Flexible Spending Account (FSA)
- Employee paid dental and vision group coverage
- Liberal paid time off and sick leave
- Partial company reimbursed costs for team member's personal cellular phone
- Free Self-Directed IRA
If you possess the WOW factor and are looking for a challenging and rewarding career in a fast-paced, growth-oriented, team-focused, and transformational environment, we want to talk to you! Interested candidates should send their resumes, references, and salary requirements via email to hr@exeterco.com or via facsimile to (866) 393-8371.
Open Career Opportunities at Exeter
The Exeter Group of Companies is currently recruiting for the following positions.
Trust Operations Manager (Immediate Opening in Cheyenne, Wyoming)
The Trust Operations Manager will be responsible for the day-to-day hands-on processing, management oversight, and leadership of the operational aspects of Exeter Trust Company, including, but not limited to, (1) ensuring the efficient, effective and accurate management of the Trust Operations Group; (2) reviewing, evaluating, revising and implementing policies, procedures, processes and best practices; (3) ensuring compliance with all regulatory requirements; (4) the administration of self-directed individual retirement accounts and 401(k) plans; (5) the administration of non-retirement custody accounts; (6) the processing and custody of non-traditional investments or alternative investments; and (7) the operational processing and support of our (i) 1031 Exchange; (ii) Title Holding Trust (Land Trust); and (iii) Specialty Holding Escrow Services Groups.
The successful candidate will play a pivotal, hands-on role in the development, expansion, growth, and long-term strategic planning for our Trust Operations Group. The ideal candidate will have significant expertise, experience, and a strong hands-on background in trust operations/trust accounting, self-directed individual retirement accounts and 401(k) plans, and the processing and custody of non-traditional investments or alternative investments within a trust company environment. Experience working with the Accutech Cheetah Trust Accounting System is a huge advantage.
Self-Directed IRA Client Services Representative (Immediate Opening in Cheyenne, Wyoming)
The Self-Directed IRA Client Services Representative will be responsible for the day-to-day hands-on administration of clients' self-directed individual retirement accounts (IRAs), individual 401(k) plans (Solo-Ks), and non-qualified custody accounts with an emphasis on non-traditional investments or alternative investments. Delivering an exceptional client service experience is an absolute must. The position requires knowledge and experience in the administration of self-directed IRAs, 401(k) plans and non-qualified custody accounts, and the processing and custody of non-traditional investments.
The ideal candidate will have a strong background in customer service, a comprehensive understanding of retirement account regulations, and a minimum of one to two years' experience in the administration of self-directed IRAs, individual 401(k) plans and non-qualified custody accounts, and the processing and custody of non-traditional investments or alternative investments within a trust company environment. The successful candidate will play a pivotal, hands-on role in the growth and expansion of our Retirement and Custody Services Group. Experience working with the Accutech Cheetah Trust Accounting System is a huge advantage.
1031 Exchange Assistant/Receptionist (Immediate Opening in Cheyenne, Wyoming)
The 1031 Exchange Assistant/Receptionist position is an entry-level clerical support and client service position in Cheyenne, Wyoming. Candidates must possess excellent client service skills, organizational skills, strong verbal and written communication skills, and the ability to accurately and efficiently multi-task in a paperless environment. The successful candidate will possess a positive can-do attitude and have the ability to work in a fast-paced, growth-oriented, team-focused, and transformational environment with strong attention to details and accuracy.
The successful candidate will be responsible for working with a busy multi-line, multi-company phone system, taking accurate detailed messages and directing the calls to the appropriate staff member for handling with a strong emphasis on customer service. The position is also responsible for supporting the 1031 Exchange Services Group, including data entry to open and maintain accounts on our trust accounting system and client relationship management system. Saving and scanning transactional documents in a paperless environment, setting up follow-up tasks, monitoring and processing incoming and outgoing wire transfers, faxes, mail and e-mails are also part of this position. Proficiency in Microsoft Word, Excel and Outlook is required. Bilingual English/Spanish a plus.
Prior experience in the areas of 1031 exchange, escrow, title insurance, tax, accounting, legal or real estate is a plus, but is not required.
Business Development Officer (Immediate Opening in State of Washington and State of Florida)
Responsibilities include intensive client relationship management, strategic sales planning to identify, contact and build new client relationships, educational presentations and travel. Requirements include sales or marketing experience in one of the following fields: 1031 Exchange, tax, legal, escrow services, title insurance or real estate.
Must possess excellent organizational, interpersonal, verbal and written communication, negotiation and presentation skills. Superior client relationship-building and consultative sales skills, especially the ability to understand and communicate technical tax and legal subject matters, are an absolute must.
Business Development and Regional Manager positions are available throughout the United States and office location will depend on regional territory assigned. We are actively looking for Business Development Officers for the Seattle, Washington and Tampa, Florida geographic markets.
The Exeter Group of Companies is an equal opportunity employer (EOE).
Interested candidates should send their resumes, references, and salary requirements via email to hr@exeterco.com or via fax to (866) 393-8371. Qualifying candidates that possess the requirements outlined above and the mandatory superior client service skills will be contacted for a phone interview.
Cheyenne, Wyoming | Chicago, Illinois | Ft. Lauderdale, Florida | Honolulu, Hawaii
Los Angeles, California | Phoenix, Arizona | San Diego, California | Seattle, Washington
