• Education:
  • Associate’s degree in a business-related field with four years of experience in a role pertaining to asset custody, settlement, transfer and record keeping at a financial institution or equivalent work experience; OR
  • Bachelor’s Degree in a business-related field with two years of experience in financial service or administrative experience.
• General knowledge of the characteristics and industry practices on a broad range of marketable and non-marketable debt or equity securities, real estate, mineral interests, collectibles, partnerships, or assets held at other institutions for the benefit of our Trust clients
• Time management principles to prioritize workload
• Detail oriented with excellent time management skills
• Propensity to achieve high client service levels
• Interpersonal and collaboration skills
• Proficient with Microsoft Office applications including Word, Excel and PowerPoint
• Strong written and verbal communication skills
• Research and analytical skills
• Sound judgment and ability to make decisions
• Must pass basic Microsoft Word assessment
• Must pass Intermediate Excel assessment
• Must pass basic writing and grammar skills assessment
• Prior attainment of a FINRA Series 6, 7, 24, etc. preferred
• Certified Securities Operations Professional (“CSOP”) or Certified Trust Operations Professional (“CTOP”) preferred
• Certified Property Manager (“CPM”) preferred
• DTCC Learning Certifications preferred
• SEI PLATO preferred

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.