Trust Processor IImmediate need for a talented Trust Processor I. This is a 18+ Months Contract opportunity with long-term potential and is located in Charlotte, NC/Frisco, TX (Hybrid).
Job ID:
26-24759 Pay Range: $38 - $40/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
Scans, files, documents incoming correspondence as well as prepare outbound mailings.
Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.
Adheres to all service level agreements and timeframes.
Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.
Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.
Responsible for the accuracy of transactions either initiated by the client or business partners.
Note: (Remote with traveling to Sioux City, Iowa, a few times each month)
Key Requirements and Technology Experience: Must have skills: Wealth Management Operations, Transactions & Reconciliations, Documentation. University (Degree) Preferred, Work Experience. 2+ Years Required; 3+ Years Preferred. Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions.
