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Job Description

Trust Sales / Support Assistant

Classification: Non-Exempt

Reports to: Trust Administrator III or Trust Operations Manager

Summary/Objective

The Trust Sales/Support Assistant is responsible for departmental Board Governance in addition to client service and sales support of Trust Administrators and Portfolio Managers.

Primary Functions

1. Board Governance and Departmental Responsibilities

Responsible for preparation of monthly Oversight and Directors board materials

Assist with Audit preparation - gathering requested data and report generation

Monitor daily balancing of Trust Accounting System and reconcilement of general ledger and custody accounts

Upload/Download files for performance calculations, OFAC screening and securities corporate actions

2. Client Service

Prepare client and prospect presentations / proposals

Create and prepare reports for institutional client board meetings

Manage client correspondence

Prepare, organize and retain client account documents including opening and closing accounts

Process distributions and establish recurring transactions

Coordinate transfer of assets

Monitor and process client IRS Required Minimum Distributions for clients

Prepare, compile and maintain client account information for annual tax reporting

Responsible for client account tax payments

Client relations - marketing gifts and department supplies

Support Trust Administrators/ Portfolio Managers as necessary

3. Administration

Answer telephone calls

Process and manage mail

Schedule appointments

Secondary Functions

Serve as backup for Trust Operations Specialist

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Physical Demands

Prolonged periods working at a desk

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Travel

No travel is expected for this position.

Required Education, Experience, and Skills

High School Graduate or GED.

Effective time management and organizational skills.

Effective interpersonal skills.

Excellent computer skills, proficient in Microsoft Excel, Word and Power Point.

Strong verbal and written communication skills.

Must be able to work alone or in a team environment.

Ability to manage confidential information.

Proven ability to read, interpret a variety of documents and reports, including statistical information.

Must have a professional appearance and manner.

Preferred Education and Experience

Post High School education or 2 years of related experience.

Experience in the banking industry.

Experience in Accounting or Bookkeeping.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

","shortDescription","

Job Description

Trust Sales / Support Assistant

Classification: Non-Exempt
Client Service Associate I
Job Description

You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.
As a Client Service Associate I in our Securities Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Job Responsibilities

Provide excellent client service and support to internal and external clients daily
Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner
Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders
Partner across wider global team and technology to identify product enhancements and technology improvement opportunities
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Provide operations subject matter expertise and value-added services to clients where required
Required Qualifications, Capabilities, and Skills

Knowledge of financial markets, trade lifecycle, and settlement practices
Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
Strong analytical & problem-solving skills with proactive mindset to drive change
Bachelor's Degree required or equivalent experience
Preferred Qualifications, Capabilities, and Skills

Prior custody/treasury operation services, markets operational experience
Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody
Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure \"Best in Class\" result.
Candidates selected for hire will be based on their skillset, across multiple grade levels within this pipeline
With planned real estate expansion for JPMorganChase, this role is subject to change locations within the Tampa region
About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

","Job Title

Client Service Associate I
Job Description

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Job Description

The Depository Processing team is hiring a Custody Operations Specialist 3 responsible for the operational support and processing of Wealth, Corporate, Commercial and Institutional Banking client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures.

Job Highlights

Oversees free movement activity for Depository Trust Company (DTC) and Federal Reserve (Fed) assets

Handles general transaction processing and transfers to external custodians

Communicates internally with front office administrators

Work is primarily managed through a queue and email

Work Location

- 1555 N. River center Dr., Milwaukee, WI 53212

Basic Qualifications

Associate's degree, or equivalent work experience

Two or more years of relevant experience

Preferred Skills/Experience

Basic understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial and Institutional Banking business lines and clients

Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)

Ability to multitask and meet established deadlines in a dynamic work environment

Demonstrated analytical, problem-solving, decision-making, and organizational skills

Effective customer relations, interpersonal, and verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks depending on salary grade and tenure)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.
","At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and e...","Custody Operations Specialist - Depository Processing team",[108],["B","3523177309"],"Work at U.S. Bank","1 days ago","/jobs/3523177309-custody-operations-specialist-depository-processing-team","Milwaukee, WI, United States","/jobs?keyword=U.S.+Bank","/jobs?location=Milwaukee%2C+WI%2C+United+States","/jobs?keyword=Custody+Operations+Specialist+-+Depository+Processing+team",{"_65":66,"_67":109,"_69":110,"_71":111,"_73":112},"Milwaukee","Milwaukee, WI, United States, 53244","WI","53244",["D",1777381200000],"M&T Bank","Overview

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility.
Primary Responsibilities

Oversee client relationships, making appropriate recommendations for routine internal business activities.
Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies.
Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance the client experience. Resolve problems and respond to client requests in a timely manner.
Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally. Remain current on industry news applicable to the line of business.
Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.
Provide and maintain appropriate levels of controls to minimize losses.
Provide effective support of team members.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities

The position may provide guidance to less experienced personnel or other staff.
Education and Experience Required

Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact
Strong focus on customer service and satisfaction
Strong verbal and written communication skills
Education and Experience Preferred

Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Strong skills in pertinent software applications, with ability to learn new applications
Experience working in a team environment
Strong interpersonal skills with ability to build significant level of trust with clients
Self-confident
Proven ability to work well with highly capable and successful individuals
Strong analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location

Baltimore, Maryland, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

#J-18808-Ljbffr
","Overview

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and in...","Global Capital Markets Client Administrator II - Document Custody",[127],["B","3516088775"],"Work at M&T Bank","22 hours ago","/jobs/3516088775-global-capital-markets-client-administrator-ii-document-custody","Baltimore, MD, United States","/jobs?keyword=M%26T+Bank","/jobs?location=Baltimore%2C+MD%2C+United+States","/jobs?keyword=Global+Capital+Markets+Client+Administrator+II+-+Document+Custody",{"_65":66,"_67":128,"_69":129,"_71":130,"_73":131},"Baltimore","Baltimore, MD, United States, 21276","MD","21276",["D",1777280400000],"UMB","Institutional Custody Team Opportunity

The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a need for our services from existing and potential clients. This allows us to provide full-service offerings to our customers who are often clients of Trust, Fund Services, and other groups as well. Our team is growing and looking for our next teammate!
The Client Service Administrator position supports all large institutional custody clients, both global and domestic. The admin role is really the backbone of our team and is responsible for daily client serving as the face of UMB. The admin role helps us understand the needs and wants of our clients and ultimately drives client strategies. The Client Service Admin role can be expanded to handle more complex tasks and clients, assist management, and train and develop others.
Working in the Institutional Custody Administration team can be fun, challenging, fast paced, and collaborative. As a group we are independently serving clients, but we rely heavily on teamwork and shared knowledge to be successful as a unit. There are often deadlines we rally around as a team. We pride ourselves on being a welcoming and positive space and teammates are always happy to share their knowledge and help those around them grow!
How you'll spend your time:
You will field client inquiries and serve as the primary contact for assigned custody clients to process any requests and provide the highest level of customer service.
You will use Excel for tracking and reporting purposes and use Custody processing systems to enter wire transactions, trades, and other money movements.
You will partner with internal teams to drive client strategies and ensure client requests are satisfied.
We're excited to talk with you if:
You have a minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment.
Compensation Range:
$44,790.00 - $86,510.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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Mansueto Ventures is home to two of the most iconic and vibrant brands in business publishing: Inc. and Fast Company. Every day, the content, awards, and events produced help entrepreneurs and innovators succeed by providing useful insights, sparking essential conversations, and offering much-needed inspiration.

Inc. is the voice of the American entrepreneur, inspiring and documenting the risk-takers and ultra-driven go-getters who represent the most dynamic force in the American economy.
Fast Company is the world’s leading business media brand, focusing on innovation in technology, leadership, and design to inspire readers to shape the future of business.

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