Trust Processing Associate

Trust Processing Associate

Our client, a large financial services company, is seeking an experienced Trust Processing Associate for a 6 month contract assignment in Frisco, TX or Charlotte, NC. This role is hybrid with 3 days in office and 2 days remote per week. Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.

Responsibilities and Duties

• 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.

Educational Requirements

• University degree preferred

Work Experience

• 2+ Years required; 3+ Years preferred in financial services or a similar processing / operations role
• Salesforce experience
• SEI experience preferred

Pay Rate- $38.19- $40.19/hour