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Trust Processor Associate
- Type:
- Full Time
- Location(s):
- Frisco, TX 75034, United States
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- 3965 Dallas Parkway, Frisco, TX 75034, United States
- Date Posted:
- Salary:
- Job Posting End Date:
- 2025-05-20-07:00
- Job ID:
- R250500164
Trust Processor Associate
Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities that are non-cash related including gathering notes, processing routine financial transactions and reconciliations, reviewing and collecting documentation for proper execution and assist with client related mailings.
Key Responsibilities and Duties
Career Level
5IC
Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities that are non-cash related including gathering notes, processing routine financial transactions and reconciliations, reviewing and collecting documentation for proper execution and assist with client related mailings.
Key Responsibilities and Duties
- Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
- Scans, files, documents incoming correspondence as well as prepare outbound mailings.
- Participates in a variety of centralized operational trust activities including processing routine transactions or reconciliations.
- Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.
- Adheres to all service level agreements and timeframes.
- Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
- Responsible for the accuracy of transactions either initiated by the client or business partners.
- Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
- Core activities include (but not limited to): ACH transfers, wire transfers, check requests, address changes, adding bank accounts, beneficiary updates, client mailing
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Career Level
5IC
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