Jaime Raskulinecz, CEO of Next Generation Trust Services in Roseland, N.J., has announced the addition of new employee Bill Wittler to the transaction services team. Wittler, a resident of West Caldwell, will provide support to clients who are self-directing their retirement plans in addition to administrative duties. He is currently training with Transaction Supervisor, Timothy Wilms-Crowley, to gain a deeper understanding of the transaction activity, compliance issues, and account billing processes related to clients’ self-directed IRAs.
As with all employees at Next Generation Trust Services, Wittler is being cross-trained in all areas of the company’s operations; this includes learning about the wide variety of nontraditional investments allowed in self-directed retirement plans, IRS guidelines about investing in alternative assets, and the steps taken to complete client transactions.
“We make sure all our employees are able to answer clients’ questions promptly, can quickly refer them to someone who can help them, or provide resources for the information they seek,” said CEO Raskulinecz. “This cross-training is a key part of our company’s commitment to delivering superior customer service.”
Wittler’s work background includes property appraisals for an Essex County real estate appraisal firm and extensive customer service, bookkeeping, and cash management responsibilities for a high-end grocery chain. He feels that the attention to detail and experience with real estate and customer service in recent jobs will serve him well at Next Generation Trust Services, especially in the area of transaction support and account billing.
“I’m very detail-oriented and I see how important it is to follow a customer transaction from request to completion to ensure it is processed accurately and efficiently,” said Wittler.
With self-directed retirement plans, the account holders make all their own investment decisions, and may invest in a broad array of alternative assets that include real estate, precious metals, mortgages, unsecured loans, private placements, commodities, and much more. Next Generation Trust Services holds the assets, executes the transactions, and manages all the account administration and paperwork associated with the self-directed IRA.
Raskulinecz said that Next Generation Trust’s referral business has increased substantially over the last two years, which she attributes in large part to the high level of customer service her employees provide to the firm’s growing client base. “We are actively seeking to hire two more staff members to accommodate the large increase in business we’ve been experiencing,” she said. In addition to newcomer Wittler, she hopes to bring on a marketing assistant and another administrative assistant to keep office operations as efficient as possible.
For more information about self-direction as a retirement wealth-building strategy, or to find out more about employment opportunities at Next Generation Trust Services, call (973) 533-1880, email Info(at)NextGenerationTrust(dot)com.
Next Generation Trust Services (NGTS), headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS provides education, administrative support, and account maintenance to individuals interested in self-directing their retirement portfolios with a wide variety of investments that are not typically found in an IRA, such as real estate, precious metals, notes and mortgages, private placements, accounts receivables, limited partnerships, hedge funds, and much more. Next Generation Trust Services serves clients globally via its website, http://www.NextGenerationTrust.com. For more information on self-directing a retirement plan, call 973-533-1880, 888-857-8058 (toll free), or e-mail Info(at)NextGenerationTrust(dot)com.