TRUST OPERATIONS ASSOCIATE
Description
The Trust Operations Associate will be responsible for providing support for Trust & Investment Management Group Staff and customers.
- Open and close accounts on Charlotte system; updates to account set-up as needed.
- Complete Account Opening Checklist, prepare forms and account file folders.
- Complete Death of Grantor and Account Closing Checklists; perform estate settlement tasks and completes account closing process, file insurance claims.
- Complete and submit transfer paperwork to other brokerage companies/financial institutions for new clients.
- Serve as back-up person for BNY settlement.
- Serve as back-up person for releasing/posting monthly Demand Note Income Maps (“Dnotes”)
- Post manual closing and estate settlement fees for Escanaba accounts.
- Set-up clients for PAL access and assist clients with sign-on issues.
- Send class action litigation claim information to Chicago Clearing and process payments when received.
- Assists with preparing IRA distribution forms.
- Assist with printing monthly, quarterly and annual statements.
- Assist with preparation of new account packets, RFP packets for new proposals, and quarterly/semi-annual board meeting packets for foundation and non-profit accounts.
- Performs general administrative duties in the area of mail, correspondence filing and scanning.
- Other duties as assigned.
Requirements
- Bachelor’s degree in Business, Finance, or a related field.
- Excellent interpersonal, organizational, and decision-making abilities.
- Demonstrates professionalism and maintains strict confidentiality at all times.
- Proven clerical experience with strong typing skills and proficiency in Microsoft Office applications.
- Prior experience in a financial institution is an asset.
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