Trust Operations Outsourcing Specialist

divh2Trust Operations Outsourcing Specialist/h2pLocation: Cornelius, NC/ppType: Full Time FSLA Status: Non-Exempt/ppHours: 8:00 AM 5:00 PM, Eastern/ppCompany Overview: Infovisa, Inc., an industry leader in trust and financial accounting software and services, has an opportunity for a Trust Operations Outsourcing Specialist in our subsidiary, Infovisa Wealth Services, LLC. Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function. The ideal candidate should possess the willingness and ability to learn multiple job functions to acquire the skills necessary to work independently with minimal assistance. This individual should have a strong work ethic, be accountable and desire to produce and deliver quality performance contributing to the success of the company./ph3Position Summary/h3pThe Trust Operations Outsourcing Specialist performs critical securities related functions for banks that are outsourced by Infovisa Wealth Services. Individuals in this position will confirm and settle trades daily, post income to accounts, process corporate action elections and announcements, as well as other related functions./ph3Essential Functions/h3ulliMonitor and process trades for all security types according to client instructions and custody vendor reports./liliAccurately post income to trust accounts when notified by custody vendor that money has been received./liliPerform reconciliations, on various frequencies, of client cash and securities custodial accounts./liliSetup and maintain securities on the MAUI trust accounting system./liliAssist in developing and updating procedures to ensure accuracy, usability and efficiency./liliProvide timely and accurate information to banks that are outsourced./liliPost recurring cash transactions as instructed by the outsourced bank./liliCommunicate wire and settlement amounts to the outsourced bank./liliDownload, import and export data to various third parties on behalf of the outsourced bank./liliMonitor securities for pricing exceptions and communicate as needed to the outsourced bank./liliPrepare fee-related reports to the outsourced bank and update fees as instructed./liliMaintain and build reports within the MAUI trust accounting system for use by staff of Infovisa Wealth Services and the outsourced banks./liliMeet SLA requirements for all tasks for multiple outsourced banks./liliAssist in training of new staff of Infovisa Wealth Services and the outsourced banks./liliCross-train and provide backup on all duties of the company./liliAdditional duties as assigned./liliOther duties as assigned./li/ulh3Preferred Talents / Skills/h3ulliAbility to resolve complex issues./liliAble to communicate in all forms effectively and appropriately to all levels within and outside the company./liliStrong team player./liliAbility to work independently with minimal oversight./liliClient service focused./liliFlexible and adaptive to change./liliProficient with Microsoft Office tools and PCs in general./liliPrior experience using Infovisas software solutions./liliAbility to prioritize and manage competing events as part of the daily volume of work./liliAccurate, detailed oriented and deadline driven./li/ulh3Qualifications / Education/h3ulliCSOP designation preferred./liliAt least 3 years of trust operations or securities operations experience./liliFour-year college degree with emphasis in business curriculum preferred or equivalent job experience./liliRegular, reliable attendance is an essential function of this position. Overtime may be required periodically./li/ulh3Benefits Include/h3ulliMedical, dental and vision/liliHAS/lili401(k) participation/liliPTO/li/ulpInfovisa Wealth Services, LLC. is an Equal Opportunity Employer. We welcome all qualified candidates who can legally work in the United States. We are not able to sponsor applicants who require work visas./p/div