Trust Associate (Florida)

Argent Financial Group; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Argent Financial Group is seeking a Trust Associate in Tampa, FL. This role is crucial for ensuring that all administrative and operational tasks are performed accurately and efficiently, ultimately ensuring client satisfaction.

Responsibilities include reviewing and rebalance funds, opening and closing accounts, processing client instructions, and conducting quality control monitoring. Candidates should possess a Bachelor’s degree in Finance/Accounting or equivalent experience, and strong communication and analytical skills are essential.

Qualifications

• Bachelor’s degree with an emphasis in Finance/Accounting or equivalent work experience.
• 1-5 years administrative experience in trust or investment management.

Responsibilities

• Review and rebalance account funds as directed.
• Open and close client accounts.
• Process client instructions regarding money movement.
• Avoid overdrafts on accounts.
• Complete all transition-related paperwork.
• Process authorized invoice payment requests.
• Answer client questions and assist Relationship Managers.
• Process checks into CSS accurately.
• Support processing of pension and lump sum distributions.
• Perform quality control monitoring daily.
• Support preparation of administration reviews of clients.
• Complete filing, research, and imaging.
• Prepare wire transfer, ACH and check disbursements.
• Maintain procedures and checklists.

Skills

Ability to multi-task

Attention to detail

Excellent verbal and written communication skills

Proficient with Microsoft Office software

Familiar with trust accounting technology

Education

Bachelor’s degree in Finance/Accounting

1-5 years administrative experience in trust or investment management

Job description

The Trust Associate is responsible for performing the administrative and operational tasks necessary to ensure client satisfaction.

Job Location:

Tampa, FL

• C Review and rebalance account funds as directed. Includes reviewing trade and money movement directives and processing for execution.
• Open and close client accounts
• Process client instructions regarding money movement
• Take appropriate steps to avoid overdrafts on accounts
• Complete all transition-related paperwork promptly and accurately
• Process properly authorized invoice payment requests of clients
• Answer clients’ questions daily and work closely with Relationship Managers on escalated client inquiries and directives
• Process checks into CSS promptly and accurately
• Support the processing of recurring monthly pension and lump sum distributions promptly and accurately
• Perform quality control monitoring daily, ensuring that daily work is actioned and that transaction activity is accurately processed
• Support the preparation of administration reviews of clients
• Complete filing, research, and imaging promptly and accurately
• Perform other duties as assigned
• Prepare wire transfer, ACH and check disbursements
• Maintain procedures and checklists, including necessary enhancements, to streamline operational workflow processes and tighten quality control measures

Knowledge and Skills:

• Ability to multi-task
• Careful attention to detail
• Excellent verbal and written communication skills
• Proficient with Microsoft Office software and Adobe
• Familiar with trust accounting technology and able to learn job required systems and programs

Education/Experience:

• Bachelor’s degree with emphasis in Finance/Accounting or equivalent work experience
• 1-5 years administrative experience in trust or investment management