Immediate 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). Please review the job description below and contact me ASAP if you are interested.
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. If you are interested in this position, please apply online for immediate consideration.
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