Senior Conventional Trust Ops Leader - Onsite Pittsburgh

Insight Global; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

HSA, FSA, and DCFSA account options

401k retirement account access with employer matching

Paid sick leave and paid time off

Job summary

Insight Global is looking for a VP of Conventional Trust Operations to manage client relationships and oversee financial operations in Houston, Texas. The role involves servicing client accounts and ensuring timely resolution of inquiries across various workflows.

Ideal candidates will have 7+ years of experience within financial operations and a Bachelor's in Finance. Our benefit packages start on the 31st day of employment, including medical, dental, and vision insurance.

Qualifications

• 7+ years of experience in financial operations and Conventional Trust is required.
• Candidates must have attention to detail and multitasking abilities.
• Familiarity with market utilities like SWIFT and Fedwire is preferred.

Responsibilities

• Manage client relationships and servicing client accounts.
• Handle service requests and proactively resolve inquiries.
• Ensure timely escalation of issues and maintain accurate documentation.

Skills

7+ years of experience within financial operations and Conventional Trust

Attention to detail

Ability to multitask

Familiarity with market utilities (SWIFT, Fedwire, DTCC/NSCC)

Education

Bachelors degree in Finance or related field

Job description

Insight Global is looking for a VP of Conventional Trust Operations to manage client relationships and oversee financial operations in Houston, Texas. The role involves servicing client accounts and ensuring timely resolution of inquiries across various workflows.

Ideal candidates will have 7+ years of experience within financial operations and a Bachelor's in Finance. Our benefit packages start on the 31st day of employment, including medical, dental, and vision insurance.