Next Generation Trust Services, LLC, a third-party administrator of self-directed IRAs, recently added two new employees and promoted another. Katie Williams of Stirling and Tara Schley of Nutley have joined the firm as marketing assistants and Timothy Wilms, who has worked at Next Generation Trust Services for two years, was promoted to transaction supervisor.
The new hires are further indicators of the growing interest and trend in self-directed IRAs; Next Generation Trust Services has been adding staff and upgrading office technology to better serve its customers since the beginning of 2012. The firm currently has nine employees.
Williams graduated from Penn State University in May with a B.A. in visual communication journalism and expects to earn her B.A. in sociology in August. As the marketing assistant, Williams immediately began updating the firm’s blog posts and will be responsible for creating branded educational and marketing materials such as PowerPoint presentations and the company’s newsletter.
Schley comes to Next Generation Trust Services after several years in customer service for a major electronics retailer, also joins the company as a marketing assistant; in addition to those duties she will assist the new accounts specialist. She and Williams will also interact with the company’s marketing agency regarding website updates, advertising, and marketing collateral.
“All of our employees are required to learn all about our business and are cross-trained to help with transaction support, so our new marketing assistants will be learning all about how self-directed IRAs work in addition to their marketing responsibilities,” said CEO Jaime Raskulinecz. “This offers our customers a higher level of service, creates a much smoother operation overall, and provides a career-growth ladder for our employees.” Next Generation Trust Services provides account administration and transaction support for self-directed IRAs, in which the account holders make all their own investment decisions.
Raskulinecz noted that Timothy Wilms, who has been working at Next Generation Trust Services for two years as an account representative, was just promoted to the role of transaction supervisor. In addition to interacting with clients he will also be responsible for overseeing and managing all transactions and procedures to ensure clients are investing within the IRS guidelines regarding self-directed IRAs, and that their transactions are accurately and efficiently processed and recorded.
Self-direction allows investors to build a more eclectic retirement portfolio through a diverse array of nontraditional investments including real estate, precious metals, limited partnerships, hedge funds, commercial paper, loans, and much more. Assets are held and administered by a neutral third-party administrator such as Next Generation Trust Services. The firm also provides guidance and education to investors who are interested in controlling their own retirement accounts.