Trust Administrator
| Company | Ascensus |
|---|---|
| Location | Glendale, CA, USA |
| Salary | $66560 – $70000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree in a business-related field or industry experience.
- Trust system experience necessary (e.g., SEI’s Trust3000).
- Excellent oral and written communication skills.
- Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
- Able to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
- Effective time management and organization skills.
- Can work under pressure in a very fast paced environment.
- Ability to take initiative and work independently.
Responsibilities
- Responsible for assisting the Relationship Managers with the processing of deliverables for various SFS trust clients including the initiation of stock and mutual fund trades, wire transfers, check processing, plan sub accounting, and various reconciliation processes.
- Ensure compliance with applicable law, such as controlling documents and internal policies including interacting with compliance professionals and regulatory agencies.
- Provide assistance in the process of administrative reviews, new client onboarding, and ongoing operations of the trust/custodial business.
Preferred Qualifications
-
No preferred qualifications provided.