Trust Operations Specialist Job Frankfort area,Indiana USA,Finance & Banking

Description

Job Summary

Play a supportive role for the Wealth Management Department. Post all investment income and work closely with 5/3rd and Cheetah to accomplish daily tasks. Work closely with Investment Officers to prep new account documents and open the accounts on Cheetah. Assist with other department related functions.

Requirements

Job Responsibilities

Balance/reconcile the Trust Balance Sheet as well as all departmental suspense accounts.
Administer Cheetah Portal access for Wealth Management clients
Process and post corporate actions, interest, and dividends from 5/3rd and Raymond James as well as handling any related wires.
Acts as back-up for Trust Operations Officer.
Prepare, open, and close account files and scan.
Oversee and manage Investment Policy Statement process.
Once in effect, be the point person with Cheetah for Business Process Outsourcing (BPO.)
Perform other duties as assigned, which may periodical include, but not limited to, other types of scanning or working on special projects.

Competencies Required
1. Customer Focus:

Is dedicated to meeting the expectations and requirements of internal and external

customers

Gets first-hand customer information and uses it for improvements in products and

services

Acts with customers in mind

Establishes and maintains effective relationships with customers and gains their trust and Respect

2. Integrity & Trust:

Is widely trusted

Is seen as a direct, truthful individual

Can present the unvarnished truth in an appropriate and helpful manner

Keeps confidences

Admits mistakes

Doesn't misrepresent him/herself for personal gain

3. Priority Setting:

Spends his/her time and the time of others on what's important

Quickly zeros in on the critical few and puts the trivial many aside

Can quickly sense what will help or hinder accomplishing a goal

Eliminates roadblocks

Creates focus

4. Problem Solving:

Uses rigorous logic and methods to solve difficult problems with effective solutions

Probes all fruitful sources for answers

Can see hidden problems

Is excellent at honest analysis

Looks beyond the obvious and doesn't stop at the first answers

5. Functional & Technical

Skills:

Has the functional and technical knowledge and skills to do the job at a high level of

accomplishment

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