Under Development Features: Talent Bank/Pool, VMS Intigration, Analytics, Social Integration, Reports, API Integration, Resource and Timesheets Management, Company Admin

Sr. Trust Operations Professional            (181 views)

Minneapolis, MN (Remote)
July 8, 2022

***** Direct Client Requirement*****

Title                                    : Sr. Trust Operations Professional           

Location                             : Minneapolis, MN (Remote)

Rate                                    : DOE /If your experience and skills match call us immediately for submission

Duration                             : 6 Months

Interview Type                   : Skype or Phone

Job Type                            : W2

Experience                        : 7+ Years

Job Description                :

***Must have trust experience*** (Only having financial or banking background will not cut it)

  • Direct trust operations experience required.
  • Provide expert operational support for the *** Bank, FSB Personal Trust Services (PTS) book of business. This includes complex opening and termination of accounts, disbursements and cash movement, advisor and client communication, as well as training, quality assurance, and project support. Responsible for establishing and maintaining positive internal, external, advisor and client relationships, quality customer service and client retention.
  • Responsible for complex account operations functions, including opening of new accounts and closing/de-funding accounts in the administration system, completing all necessary paperwork, initiating and tracking funding and establishing interfaces with all feeder and satellite systems used in account administration.
  • Support PTS in assuring account data integrity. Responsible for quality control delivering quality customer service ensuring positive advisor/client relationships. Responsible for working with others across the firm who support or service PTS accounts and builds productive working relationships. Provide system processing functions to include system posting, process management review and approval, batch processing, and other reporting.

******Referral Bonus Available: Refer your friends or colleagues, get referral bonus*******

Position Keywords: Trust Operations Professional        

Pay Rate: DOE /If your experience and skills match call us immediately for submission

Job Duration: 6 Months

% Travel Required: None

Job Posted by: Consulting Services

Job ID: 2022-320

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