Hybrid Trust & Fund Services Specialist

orionadvisor; Omaha (NE); Hybrid; USD 32,000 - 47,000; Full time

Job summary

Orion seeks a Trust Services Specialist to support Constellation Trust Company by handling registrations, transfers, and account paperwork. The role requires collaboration with advisors and external parties, ensuring accurate processing and timely updates across systems.

Hybrid work with on-site days to support client accounts. Ideal candidates have knowledge of the securities industry, at least 6 months of customer service, and a background in finance or business administration.

Qualifications

• Has knowledge of the securities industry
• Has good understanding of the securities industry
• Has minimum of a High school diploma and preferably a bachelor's degree in Business Administration or related field
• Has minimum of 6 months customer service experience
• Preferably has minimum of 1-2 years of experience in the financial services industry
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Responsibilities

• Work directly with the fund or annuity company to re-register mutual funds and annuities
• Update broker dealer and representative information at the fund or annuity complex
• Continuously in contact with CTC advisors to address new account paperwork issues
• Determine whether client terminations are transfer in-kind requests or liquidations
• Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP
• Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
• Process address changes for CTC clients
• Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
• Process and follow-up on new account paperwork and asset transfers for new accounts

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 or related field

Tools

Advisor Desktop

Orion Connect

Web Portal

Salesforce

BridgeNet

Power Agent

Job description

Orion seeks a Trust Services Specialist to support Constellation Trust Company by handling registrations, transfers, and account paperwork. The role requires collaboration with advisors and external parties, ensuring accurate processing and timely updates across systems.

Hybrid work with on-site days to support client accounts. Ideal candidates have knowledge of the securities industry, at least 6 months of customer service, and a background in finance or business administration.