Hybrid Trust Processing Specialist (6-Month Contract)

Corps Team; Charlotte (NC); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Corps Team is seeking an experienced Trust Processing Associate for a 6 month contract in Frisco, TX or Charlotte, NC. The role supports Trust Specialists and Wealth Advisors in processing transactions and maintaining client records.

The position is hybrid, requiring 3 days onsite in the Frisco, TX or Charlotte, NC office, with collaboration across Trust operations and administration functions.

Qualifications

• University degree preferred

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 centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
• Responsive to needs of Wealth Advisors, Portfolio Managers, clients 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.

Education

University degree

Job description

Corps Team is seeking an experienced Trust Processing Associate for a 6 month contract in Frisco, TX or Charlotte, NC. The role supports Trust Specialists and Wealth Advisors in processing transactions and maintaining client records.

The position is hybrid, requiring 3 days onsite in the Frisco, TX or Charlotte, NC office, with collaboration across Trust operations and administration functions.