Trust Processor

Immediate need for a talented Trust Processor. This is a 12 Months Contract opportunity with long-term potential and is located in Dallas, TX and Charlotte, NC (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-86547

Pay Range: $25 - $28/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.

Key Requirements and Technology Experience:

• Skills-Beneficiary updates, data entry, Regulations.
• University (Degree) Preferred
• 2 Years Required; 3 Years Preferred
• Physical Requirements: Sedentary Work

Our client is a leading Insurance 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.
 
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