Trust Processor I

Trust Processor I

Immediate need for a talented Trust Processor I. This is an 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.