Client-Centric Trust & Transfers Specialist

CTC Constellation Trust Company, LLC; United States; Hybrid; USD 23,000 - 34,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

CTC Constellation Trust Company, LLC is seeking a Trust Services Specialist. This role involves processing daily business and requires a strong understanding of the securities industry. You will work with advisors and clients to ensure smooth operations and address issues.

Successful candidates will possess a high school diploma, customer service experience, and ideally a bachelor’s degree related to business. The position offers a hybrid work model and a robust benefits package on day one.

Qualifications

• Minimum of 6 months customer service experience.
• Knowledge of the securities industry.
• Preferably 1-2 years experience in financial services.

Responsibilities

• Process daily business for Constellation Trust Company.
• Work directly with fund or annuity company to re-register mutual funds.
• Update broker dealer and representative information.

Skills

Asset Transfers

Client-Centric

Effective Communication

Innovation

Mutual Funds

Technical Proficiency

Time Management

Trust Services

Work Collaboratively

Education

High school diploma

Bachelor's degree in Business Administration

Tools

Salesforce

Advisor Desktop

Web Portal

Orion Connect

BridgeNet

Power Agent

Job description

CTC Constellation Trust Company, LLC is seeking a Trust Services Specialist. This role involves processing daily business and requires a strong understanding of the securities industry. You will work with advisors and clients to ensure smooth operations and address issues.

Successful candidates will possess a high school diploma, customer service experience, and ideally a bachelor’s degree related to business. The position offers a hybrid work model and a robust benefits package on day one.