Trust Analyst
Ascensus, Las Vegas, NV, United States
Provident Trust Group, an Ascensus company, is a self‑directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.
Section 1: Position Summary
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate review of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflows as it relates to the individual role and the organization as a whole.
Section 2: Job Functions, Essential Duties and Responsibilities
Timely and accurately review and audit client transactions including checks, wires, and ACHs
Handle time sensitive or escalated requests
Process manual and international wires via current banking system
Perform review of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
Use workflow management systems to support transaction settlement and referrals from other departments
Provide management feedback on process and procedures as required
Participate in audit or quality control activities
Achieve SLA's, and work with other departments to increase interdependency awareness
Visualize the big picture and understand details to achieve a desired outcome
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience-Preferred
Prior participation in industry specific education or certification courses-Preferred
Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
Able to prioritize and meet deadlines
Self directed with ability to take initiativeGood interpersonal skills
Work closely with others in a team setting
Strong math skills
Excellent attention to detail and ability to proof
Software Skills: MS Office 365 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
Promote a positive and professional working environment
Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
We are proud to be an Equal Opportunity Employer
#J-18808-Ljbffr
Section 1: Position Summary
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate review of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflows as it relates to the individual role and the organization as a whole.
Section 2: Job Functions, Essential Duties and Responsibilities
Timely and accurately review and audit client transactions including checks, wires, and ACHs
Handle time sensitive or escalated requests
Process manual and international wires via current banking system
Perform review of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
Use workflow management systems to support transaction settlement and referrals from other departments
Provide management feedback on process and procedures as required
Participate in audit or quality control activities
Achieve SLA's, and work with other departments to increase interdependency awareness
Visualize the big picture and understand details to achieve a desired outcome
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience-Preferred
Prior participation in industry specific education or certification courses-Preferred
Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
Able to prioritize and meet deadlines
Self directed with ability to take initiativeGood interpersonal skills
Work closely with others in a team setting
Strong math skills
Excellent attention to detail and ability to proof
Software Skills: MS Office 365 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
Promote a positive and professional working environment
Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
We are proud to be an Equal Opportunity Employer
#J-18808-Ljbffr