Completes daily processing of client directed transactions via multiple workflow systems.
Serves as liaison between client servicing and operations as it relates to cash and trade processing.
Maintains documented procedures for processing client accounts.
Completes daily maintenance to client accounts as directed by the client servicing team partners.
Knowledgeable of the core aspects of the job.
Responsible for identifying and resolving problems within established guidelines.
Completes administrative functions/special projects as needed or requested.
Requirements
A College or University degree and/or 1-5 relevant experience in trust/banking operations experience is preferred.
Knowledge of trust/banking products and services usually acquired through related work experience is required to service client and administrative needs.
Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment.
Excellent oral and written communication skills are required.
Problem solving and analytical skills are needed to resolve client inquiries.
Benefits
retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
paid time off
parental and caregiver leave
life & accident insurance
other voluntary and well-being benefits
discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
organizational skillstime management skillsoral communication skillswritten communication skillsproblem solving skillsanalytical skills