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IRA Services Trust Company

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IRA Services Trust Company Reviews

Updated Aug 14, 2020

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Found 8 of over 8 reviews
2.1
32% Recommend to a Friend
IRA Services Trust Company President Patrick Hughes
0% Approve of CEO

Found 8 of over 8 reviews

2.1
32%
Recommend to a Friend
0%
Approve of CEO
IRA Services Trust Company President Patrick Hughes
Patrick Hughes
1 Rating

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Commercial Customer Service Representative

What’s the best way to have a lack of compensation and incentive conversation in your department? I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. I thought my 5 year was going to finally show something but it did not. I’ve inquired about pay but it’s gotten nowhere.

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Top Review Highlights by Sentiment

Pros
    There are no pros to display at this time.
Cons
  • "Management doesn't enforce processes put in place.(in 3 reviews)
Pros & Cons are excerpts from user reviews. They are not authored by Glassdoor.
  1. 4.0
    Current Employee, more than 1 year

    Nice company to work

    Jul 18, 2016 - Customer Service in San Carlos, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    They care about the employees Nice benefits People are generally nice Senior management are very nice and caring Friday treats :)

    Cons

    Supervisors know a lot about the business but nothing about management Some people are stuck in the past and are not very tech savy

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  2. 1.0
    Former Employee, more than 3 years

    Worst Company, Uneducated Management

    Aug 14, 2020 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Used to be a great company before it was sold to Forge.

    Cons

    New management took incentives away, no 401k match, do not go by policies and procedures, do not follow rules and regulation per the Divison of Banking, does not keep clients informed of changes, do not keep good record keeping, failer to update valuations, inaccurate statements, the list goes on and on!

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    1 person found this review helpful
  3. Join the IRA Services Trust Company team
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  4. 2.0
    Current Employee, more than 1 year

    Client Service Rep

    Aug 6, 2019 - Client Service Representative in Fremont, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Decent pay, casual work environment

    Cons

    Compliance nightmare, Management is terrible, coworkers will throw you under the bus

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  5. 2.0
    Former Employee, less than 1 year

    Client service representative

    Mar 6, 2017 - Anonymous Employee in San Carlos, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Amazingly nice and professional people. They treat you with respect

    Cons

    Compensation is too less and micro management by some supervisor .

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    1 person found this review helpful
  6. 1.0
    Current Employee

    Company is falling apart

    Apr 1, 2015 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    There are only a few people that know what they are doing.

    Cons

    No Human Resources Poorly trained supervisors and staff Poor Management Only one or two people in each department know anything Overstaffed Some People don't have enough work to do If you have a problem management will do nothing to help

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    4 people found this review helpful
  7. 2.0
    Current Employee

    Used to be good place to work, not anymore.

    Jul 30, 2014 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Friendly people, laid-back atmosphere, good boss.

    Cons

    Dysfunctional leadership, reactive mentality, very slow to adapt, no Human Resources, toxic work environment.

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    3 people found this review helpful
  8. 2.0
    Current Employee, more than 3 years

    Used to be a good place to work but its going downhill quick

    Jun 19, 2014 - IRA Specialist in San Carlos, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    The pay is decent with okay benefits. Have the supply's to conduct my job. Management is friendly & Knowledgeable.

    Cons

    Slow to change anything about the company. Limited people know what they are doing. Management doesn't pay attention. No HR department. No team atmosphere, you're on your own and everyone else is here to pour gasoline on the fire. Drama (like high school)

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    4 people found this review helpful
  9. 4.0
    Former Employee, more than 3 years

    A Great Opportunity

    Mar 14, 2014 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    - Can get the resources you need (not always but often) - Overall pleasant atmosphere - Management will listen to you and try to do what is best for everyone involved

    Cons

    - Slow to change - Management doesn't enforce processes put in place. If people don't like something or if they are not used to doing something, then they just won't do it.

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Glassdoor has 8 IRA Services Trust Company reviews submitted anonymously by IRA Services Trust Company employees. Read employee reviews and ratings on Glassdoor to decide if IRA Services Trust Company is right for you.