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US - General Operations - 6 # 26-24978
US Tech Solutions, Inc.
🇺🇸 United States
Hybrid
Manager or above
2 days ago
$26 – $28 / hour
- Excel
- AI
2 days ago
Not enough detail in this posting to match
Hybrid. 3 days per week in office (flexible)
Interview process: 1 round.
Role overview
We are seeking an operational professional to join our International Wealth and Private Banking (IWPB) Trust Operations team for a high-priority, long-term project. In this role, you will provide critical, project-specific administrative and data-driven support to Trust Relationship Managers, Trust Officers, and Leadership.
The ideal candidate will possess exceptional typing accuracy, meticulous attention to detail, and the ability to maintain clean, comprehensive operational notes in a fast-paced environment. While a background in banking is not required, strong data entry and organizational skills are essential.
Key Responsibilities
- Data Entry & Documentation: High-volume entry of financial information into mainframe and brokerage systems; maintaining precise, clean, and audible case notes for audit trails.
- Transaction Coordination: Liaise with front-office personnel to coordinate and track cash and security transfers, asset movements, fund/model changes, liquidations, and account terminations.
- Quality Assurance: Review and analyze operational reports and system documents for absolute accuracy, escalating gaps or anomalies to the appropriate teams to mitigate monetary, regulatory, and reputational risk.
- Stakeholder Collaboration: Build and maintain strong working partnerships with cross-functional teams, including Operations, Trust Officers, Legal, Tax, and external vendors.
- Process Improvement: Actively identify operational bottlenecks during daily tasks and propose solutions to streamline processes.
Required Skills & Qualifications:
- Core Administrative Skills: Proven typing speed/accuracy and strong data entry skills.
- Meticulous Attention to Detail: Ability to spot errors in heavy documentation and keep impeccable records.
- Communication: Strong and effective verbal and written communication skills for cross-departmental coordination.
- Agility & Organization: Exceptional planning, prioritization, and time-management skills to thrive in a fast-paced environment with shifting priorities.
- Technical Proficiency: Comfort working within Microsoft Office (Excel, Word) and an ability to quickly learn proprietary mainframe/brokerage databases.
- Previous exposure to banking, brokerage operations, trust services, or securities products is a plus but not required.
Experience:
- 2-3 years
Education:
- Bachelor’s degree in Business, Finance, or equivalent practical administrative experience.
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visitwww.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.
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US - General Operations - 6 # 26-24978 · US Tech Solutions, Inc.