Trust Processor I

Pyramid Consulting, Inc

🇺🇸 United States

Hybrid

1 month ago

Health insurance
Pension

1 month ago

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Immediate need for a talentedTrust Processor I. This is a18+ Months Contract opportunity with long-term potential and is located inCharlotte, NC/Frisco, TX (Hybrid). Please review the job description below and contact me ASAP if you are interested.

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 leadingInsurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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Trust Processor I · Pyramid Consulting, Inc

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