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.
Recommended Jobs
Local Class B truck Driver, Corunna MI
CDL Class B Local Driver - Day Shift Davis Cartage Co. is hiring a full-time CDL Class B Local Driver based in Corunna, MI. This Monday - Friday day shift position offers no weekends and home e…
CNC Machinist
Job Description Job Description **CNC Machinist Full-Time Direct Hire** **Shift: Friday-Sunday 6am-6pm Compensation DOE: 28 -38/hr** Position Overview: A growing precision manufactu…
Senior Handyman
Job Description Job Description Benefits: ~401(k) ~ Bonus based on performance ~ Competitive salary ~ Dental insurance ~ Flexible schedule ~ Health insurance ~ Opportunity for advanc…
Regional Dry Van Company Driver W2 Job in Westland, MI by American Trucking Group
Requirements • Valid CDL Class A license • Clean driving record • Minimum 12 months tractor trailer experience …
OTR Dry Van Company Driver W2 Job in Holland, MI by American Trucking Group
Dry Van Company Driver W2 - Holland, MI Are you a skilled Class A CDL driver looking for a company that stands by its promises? At American Trucking Group, we go beyond just miles; we are dedica…
Administrative Secretary
Job Responsibilities: Provide administrative support to leadership and team members. Schedule and set up meetings; book rooms as needed. Order catering for meetings and events. Assist wit…
Drain Cleaning Technician (Plumbing)
Job Description Job Description Benefits: Free uniforms Competitive salary Paid time off Bonus based on performance Company car Earn $100,000$150,000/year | No On-Call | Take-H…
Energy Efficiency Retail Program Lead
Resource Innovations is seeking a Energy Efficiency Retail Program Lead to join our growing team in Michigan. This role is pivotal in driving the success of our Michigan-based energy efficiency in…
Client Relationship Manager
For over 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you’ll enjoy the adva…
Bistro Associate
Join our WellBridge of Novi team! In collaboration with the Bistro Manager and Concierge, the Bistro Cafe Associate is responsible for providing the best culinary experience and ensure satisfact…