Middle Office Service Support Specialist - Remote

Overview

The Middle Office Service Support Specialist is responsible for completing various middle office operations functions and ensuring a seamless flow of information between Trust Administration, Trust Operations, Tax, Compliance, and Investments.

In Short

• Complete account opening/closing procedures.
• Assist Wealth Advisory Personnel in the client onboarding process.
• Ensure client access to online wealth management programs.
• Review and send client documents & notifications on accounts.
• Perform ongoing account maintenance & updates.
• Assist Compliance department with meeting necessary standards.
• Review and maintain liability insurance for real estate held in trust accounts.
• Maintain assets in safekeeping vault & integrity of client vault files.
• Assist with frontline training for Wealth Advisory associates.

Requirements

• Associate’s degree or High School diploma with 2 or more years related work experience required.
• Knowledge of trust operating system and accounting procedures.
• Strong oral and written communication skills.
• Ability to multi-task and work with little supervision.
• Maintain confidentiality of customer information.
• Perform duties under frequent time pressures.

Benefits

• Diverse employment opportunities - both remote and onsite.
• Opportunities for career progression and growth.
• Commitment to a diverse and inclusive workplace.