Trust Operations & Client Support Specialist

National Advisors Holdings, inc.; Leawood (KS); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

National Advisors Holdings, inc. in Leawood, KS seeks an Associate to provide daily support to internal business partners and external clients. The role includes reconciliations, reporting, mail handling, and quality control of issued checks, with focus on accuracy and timely delivery.

You will collaborate with Asset Services, Account Services, IT, Trust Administration, Compliance and other teams. A Bachelor’s degree in Finance/Business and strong MS Office skills are preferred.

Formación

• Bank/Trust operations experience preferred.
• Financial services background preferred.
• Experience with stocks, bonds, mutual funds and assets preferred.
• Proficient in Microsoft Office Applications.

Responsabilidades

• Resolve, investigate and analyze simple to complex account inquiries and escalations.
• Complete processing and quality control responsibilities within deadlines.
• Quality Control with emphasis to detail.
• Maintain high quality metrics for assigned responsibilities.
• Assist teammates with various inquiries across client/role assignments.
• Flexibility in making daily adjustments to address business needs.
• Act as a liaison between National Advisors Trust and external parties.
• Provide outstanding client service to internal and external clients.
• Effective use of technology and self-service to resolve internal and external inquiries.
• Maintain appropriate levels of confidentiality both internal and external to the organization.
• Other duties as assigned.
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position.

Conocimientos

Detail oriented

Microsoft Excel

Analytical skills

Educación

Bachelor's degree in Finance, Business, Accounting or related field

Herramientas

Microsoft Office Suite

Descripción del empleo

National Advisors Holdings, inc. in Leawood, KS seeks an Associate to provide daily support to internal business partners and external clients. The role includes reconciliations, reporting, mail handling, and quality control of issued checks, with focus on accuracy and timely delivery.

You will collaborate with Asset Services, Account Services, IT, Trust Administration, Compliance and other teams. A Bachelor’s degree in Finance/Business and strong MS Office skills are preferred.