Trust Operations Associate

Stifel•Greenville, DE

About The Position

The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.

Requirements

Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel.
The ability to create and maintain spreadsheets is required.
Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
Managing one's own time and priorities to ensure the meeting of deadlines.
Skilled at finding and using traditional and creative methods of solving the problem.
Minimum Required: High School Diploma or equivalent work experience.
Minimum Required: 1+ years of related experience in financial services.

Responsibilities

Coordinate and track corporate action elections.
Monitoring DDA account for incoming and outgoing activity.
Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
Ensure transactions are processed adequately according to policies and procedures.
Process a variety of cash transactions, including receipts and disbursements.
Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls.
Interact with outsourcing partners to follow up on requests and resolve any issues.
Distribute daily reports.
Set up and maintain financial advisor access to the online system.
Scan, image, and index documents into document retention software.
Additional duties and special projects as assigned.