Trust Processing Associate

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

Our client, a large financial services company, is seeking an experienced Trust Processing Associate for a 6 month contract assignment in Frisco, TX or Charlotte, NC.

Hybrid work arrangement -- 3 days onsite in office located in Frisco, TX or Charlotte, NC

Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.

Key Responsibilities and Duties

• Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
• Scans, files, documents incoming correspondence as well as prepare outbound mailings.
• Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
• Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) 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.

Educational Requirements

University degree preferred