Trust Operations Specialist

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