<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Professionals

financial-professionals-menu-image

Stand out from the competition by offering your audience a way to diversify their portfolios.

Learning Center

Learning-Center-menu-image-1

Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

teg-symbol-about-entrust-menu-image

For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Entrust Employee Spotlight: Esme

Esme-employee-profileEstimated reading time: 4 minutes

Meet Esme, she is the Executive Administrative Assistant at The Entrust Group who has been with the company for over 4 years. Continue reading to learn more about her and what makes her unique:

What do you enjoy about working for the company?
Everyone at Entrust is really friendly and easy to work with. The Admin Team gets to interact with people in every department, on a daily basis. I’m also apart of the Fun Committee, where we plan events for our staff to enjoy and promote our company culture.

What special skills do you have?
I have very good research skills, especially with the DocStar software program. I've become a quick learner and flexible worker, since having experienced changes in admin team over the last few years and dealing with new phone systems and bar coding documents for scanning. I was also apart of the Cash Management department for a short period of time, and that's where I learned about processing wires and ACHs and creating recurring payment authorizations.

What is the most common question you come across at Entrust?
I am usually asked by a staffer if we’ve received a certain email in the TEG inbox or package from overnight shipping. Also, I'm usually asked if we can get a certain office product. From clients, I am asked where a form is located online or if their email or fax was received at the office.

Do you know any random facts about the IRA industry?
Borrowing from your IRA is a prohibited transaction.

What is your favorite type of food?
Thai and Indian.

Do you have any hobbies?
Going to the movies, going to the gym, traveling, finding new restaurants to try out, going to comedy shows, and cooking.

Where are you from originally?
San Diego.

What do you enjoy about living in your state?
I like the weather in California. Generally it’s nice and sunny and the rain is tolerable. No need to worry about snow. Also, living in the Bay Area, I feel like there’s always something fun to do: going to museums and art galleries, seeing plays and musicals (especially at the Berkeley Rep), watching films that the rest of the country doesn’t always get to see, trying different kinds of food (from Vietnamese to Ethiopian to Peruvian), going to parks…I could go on and on.

A fun fact about you?
On the weekends, I volunteer at a local radio station. I’ve been volunteering there for almost 12 years. Usually I do behind-the-scenes work, but occasionally I play music and interview people on the air.

Thank you Esme for taking part in our Entrust Employee Spotlight. We enjoy learning more about our employees and what makes them so special and different. To learn more about employees at The Entrust Group, please visit our Entrust News page here.

To provide personal service, Entrust maintains local offices that are staffed by professionals with first-hand experience related to self-directed IRAs, real estate and financial services. We take pride in providing educational resources through our Learning Center to help clients and professionals understand the broad spectrum of investment options, regulations, and requirements, and the benefits of self-direction.

To learn more about our local offices and representatives, visit the locations page. 

Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

Download Now

Like what you read?

Subscribe to our newsletter to get in-depth articles, right in your inbox every month

0 Comment

Be the first to comment!

The Crowdfunding Revolution: What Investors Should Know

Register to our next webinar on Wednesday, October 13, 2021 at 11:00 a.m. PT / 2:00 p.m. ET

Save my Seat