Job Description
Contractor may participate and assist in the opening/closing/funding of client accounts, which include:
Job Descriptions:
Reviewing and interpreting legal documents (trusts, wills, agency agreements, etc.) and forms
Professional communication (written and verbal) with US Trust Client Teams and Business Units
Working with business partners to receive/transfer assets and follow up on the status of funding
Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve
Preparing distribution schedules to properly allocate assets/cash to designated owners, including obtaining approvals
Preparing asset valuations as needed for accounts
Transferring assets/cash to internal accounts and external firms for clients using internal applications/systems
Reconciliation and follow up of final interest and dividends received into accounts to ensure they are transferred to the correct clients
Properly closing accounts from systems and reporting data Maintaining or exceeding service delivery levels
REQUIRES:
Organizational and time management skills
Ability to prioritize and handle multiple account requests related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met
Proven history of effective ownership and accuracy
Ability to work independently while effectively managing and finding resolution to complex situations Exhibit professionalism in all situations
ADDITIONAL DUTIES:
Assisting with special projects, procedure updated, etc.
Starting out remote
PayRate: 0-0 $/hour