Custodian Jobs

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Trust Analyst

AscensusLas Vegas, NV

About The Position

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.

Requirements

  • 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: 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.

Nice To Haves

  • Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience-Preferred
  • Prior participation in industry specific education or certification courses-Preferred

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

Benefits

  • Collaborative, idea-sharing environment
  • Professional Development with in-house training and tuition reimbursement
  • Generous reward programs
  • Paid time off
  • Medical, dental & vision benefits
  • Health Savings Account with employer contribution up to $1,100
  • 401(k) & 529 college savings match programs
  • Volunteer and charitable-giving programs
  • Business casual dress

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

1,001-5,000 employees

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