Trust Associate (Corporate Trust) II (contract)
We are seeking a professional level Trust Associate to join our team on a 6 month contract in Pittsburgh, PA - 3 days a week in office. The ideal candidate will have 2+ years of experience supporting internal and external clients on a daily basis performing account transactions and reconciliations. If you're seeking new opportunities please apply today!
Responsibilities:
- Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner
- Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system
- Enters data, keying information from checks, interpreting payee information and transcribing into on-line system
- May interact with record keepers to verify that client records are in sync with the fund company or another custodian
- Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs
- Responds to client inquiries, escalating non-standard issues to a Team Lead
- May communicate with an external third party to research inquiries
- Investigates and corrects errors in company records and client accounts
- Accurately opens and updates accounts or company records
- Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations
- Provides product knowledge, market nuances and requirements and technical assistance, as necessary
Qualifications:
- 2+ years of experience supporting internal and external client accounts
- Proficient with Microsoft Excel
- Good Communication
- Bachelors Degree (preferred)
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