Position Summary: The Trust Operations Services Middle Office Specialist possesses strong and thorough knowledge of Trust Operations and the Securities industry. This professional is responsible for providing excellent customer service to internal and external customers, ensuring high quality and accuracy of asset and account set-up and maintenance, and ensuring financial and regulatory controls are met or exceeded at all times. Essential Functions:
Deliver a high level of customer service and professionalism to both internal and external customers.
Assist online customers with account set-up. Act as the primary contact for customer questions and concerns.
Perform asset and account set-up and all maintenance activity, including financial transactions.
Coordinate asset transfers and conduct regular follow-up to ensure timely processing.
Coordinate the movement of assets held in the securities vault.
Maintain working knowledge and keep current with Trust Operations rules and regulations. Follow all established policies and procedures to comply with trust accounting system and all applicable regulations.
Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
Perform other job-related duties or special projects as assigned.
Regular and reliable attendance is an essential function of this position.
Qualifications:
Minimum of two to five years accounting, finance or bank operations experience or equivalent college education in related field.
Customer Service experience.
Strong technology skills.
Demonstrated proficiency in Microsoft Word and Excel and in working with other financial software.
Preferred Talents:
Ability to respond quickly and positively to shifting priorities in a fast-paced environment
Accurate and detailed
Organized, deadline driven and time efficient
Self-directed and takes initiative
Effective communicator- both verbal and written
Independent decision maker with good judgment
Proven problem-solving abilities
Customer Service Driven – Aligning with the bank’s philosophy
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Sedentary work, occasional lifting and/or carrying up to 20 pounds.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS (https://www.ubt.com/ubt-employment-terms-conditions) BEFORE PROCEEDING WITH YOUR APPLICATION.Equal Opportunity Employer Minorities/Women/Veterans/DisabledPowered by JazzHR