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)
Recommended Jobs
School Nurse LPN 1:1
An excellent school in the Dallas, PA (Monroe Township) area has a School Nurse LPN position opening for the upcoming school year. Monday - Friday, estimated 37.5 - 40 hours/week. This is a 1:1 p…
Consultant Services Manager
Techstra Solutions, a Technology Consulting firm, is looking for a Consultant Services Manager focused on management of our consultants and remote contract resources. The Consultant Services Manager…
Weekend RN Supervisor
Lititz – Skilled Nursing RN Supervisor Nurse Manager Weekend Shift When you are part of our team, you do work that matters! Registered Nurse are at the heart of what we do, providing hands-on c…
Travel Nurse RN - Case Manager - $2,442 per week in Camp Hill, PA
Registered Nurse (RN) | Case Manager Location: Camp Hill, PA Agency: Seven Healthcare Pay: $2,442 per week Shift Information: 8 hours Start Date: ASAP About the Position …
Travel Nurse RN - Psych - $1,984 per week in Greensburg, PA
Registered Nurse (RN) | Psych Location: Greensburg, PA Agency: Zack Group Healthcare Pay: $1,984 per week Shift Information: Nights - 3 days x 12 hours Contract Duration: 13 W…
Physician Liaison
Overview : ACCESS PT is currently looking for a Physician Liaison for our Central Pennsylvania region! ACCESS PT, a member of the Confluent Health family of physical and occupational …
Hospice On-Call Registered Nurse- weekends
KeystoneCare is seeking compassionate and dedicated Hospice On-Call Registered Nurse to provide weekend support for our hospice patients and their families. This critical role ensures that patients…
Estimator
Requisition ID: 98054 Job Category: Project Controls Location: Pittsburgh, PA, United States Join a company that is passionately committed to the pursuit of a better world through positi…
Advisor Sales, Training
Shift Monday - Friday - 1st Shift (Day) Hybrid | Warrendale, PA (3 days onsite per week) General Summary This job is responsible for building the sales onboarding, training, and enablemen…
Senior Director of Continuing Medical Education (CME)
Senior Director of Continuing Medical Education (CME) Overview The Lewis Katz School of Medicine at Temple University (LKSOM) is seeking a strategic Senior Director of Continuing Medical Ed…