Trust Processor

Pyramid, Inc

Dallas, TX

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JOB DETAILS

SALARY

$25–$28 Per Hour

JOB TYPE

Contractor

SKILLS

Centralized Operations/Management, Customer Support/Service, Data Entry, Documentation Review, Employee Benefits, Insurance, Investment Management, Mail Processing, Physical Demands, Reconciliation, Record Keeping, Regulatory Requirements, Resolve Customer Issues, Service Level Agreement (SLA), University/School Regulations, Wealth Management

LOCATION

Dallas, TX

POSTED

28 days ago

Immediate need for a talented Trust Processor. This is a 12 Months Contract opportunity with long-term potential and is located in Dallas, TX and Charlotte, NC (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:25-86547Pay Range: $25 - $28/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.Key Requirements and Technology Experience: Skills-Beneficiary updates, data entry, Regulations. University (Degree) Preferred 2 Years Required; 3 Years Preferred Physical Requirements: Sedentary WorkOur client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here. J2W:CB3

About the Company

Pyramid, Inc

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