Trust Coordinator

Ascensus•Carson City, NV

10d

About The Position

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 processing 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.

Requirements

Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience
Prior participation in industry specific education or certification courses
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 initiative
Good interpersonal skills
Work closely with others in a team setting
Strong math skills
Excellent attention to detail and ability to proof
Software Skills: Access, MS Office 2007 (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.

Responsibilities

Timely and accurately process and audit client contributions including checks, wires, and ACHs
Research and report on late contributions by plans
Handle time sensitive or escalated Department of Labor requests
Process excess residual funds back to applicable parties
Perform reconciliation of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
Use workflow management systems to support transaction processing and referrals from other departments
Follow up with clients/partners/vendors regarding transaction exceptions
Provide management reporting 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