8 часов назад
Trust Securities Operations Specialist (Banking)
22 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Securities Operations Specialist (Banking) (Trust Operations): Processing and recording transactions for trusts, agency accounts, estates, conservatorships, and IRAs with an accent on transaction accuracy, client instructions, documentation, and regulatory compliance. Focus on resolving client issues, supporting institutional conversions, and developing expertise in complex distributions such as Roth conversions and alternative asset re-registrations.
Location: Fully onsite in Denver, Colorado
1801 California Street, Suite 800, Denver, CO 80202
Salary: $22.61–$26.00 per hour, with possible performance-based incentive compensation.
Company
provides banking and trust services and is committed to a diverse workforce.
What you will do
- Post trust-accounting transactions accurately for trusts, agency accounts, estates, conservatorships, and IRAs.
- Process transactions according to client instructions and archive related cash-transaction documentation.
- Communicate with clients by phone about request status and promptly resolve issues.
- Support cashiering activities for institutional client conversions and deconversions under senior guidance.
- Develop knowledge of complex distributions, including Roth conversions, alternative asset re-registrations, and plan distributions.
- Follow bank policies, procedures, training requirements, and applicable banking regulations.
Requirements
- High school diploma or equivalent certificate.
- One year of related experience preferred; financial-services transaction-processing experience preferred.
- Strong organization, time management, problem prevention, and problem-solving skills.
- Excellent communication skills and the ability to manage multiple tasks.
- Ability to work effectively in a team-oriented, fast-paced environment.
- Working knowledge of PCs and the Windows environment.
Culture & Benefits
- Healthcare coverage, including medical, dental, and vision plans, for eligible associates.
- 401(k) retirement savings plan with employer match for qualifying contributions.
- Life insurance, disability insurance, employee assistance, and mental health resources.
- Tuition assistance, paid vacation, sick days, volunteer days, and holidays.
- Additional benefits include identity theft protection, legal support, insurance programs, and an online discount marketplace.
- Benefit eligibility begins the first day of the month following hire for associates regularly scheduled to work at least 30 hours per week.
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