Unique Asset Lead Specialist
Unique Asset Lead Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Location:
4900 Tiedeman Road Brooklyn OhioHours: Monday Friday 8am5:00pm
Training: In Tiedeman office Monday Thursday; Friday work from home
Location: 2 days in our Tiedeman office and 3 days from home
ABOUT THE JOB (JOB BRIEF)
The Unique Assets team supports Key Private Bank Wealth Management and Institutional Advisors in the processing of nonmarketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts certificate of deposits liabilities life insurance loans mortgages promissory notes real estate liabilities trust real estate rentals savings bonds and tangible assets such as artwork coins jewelry stamps etc. The Unique Assets team handles reregistering and deposit of closely held and DTC Physical certificates. The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments free movement payments and trading.
ESSENTIAL JOB FUNCTIONS
- Analyze and interpret documentation received to ascertain how an asset should be setup priced and processed
- Work with line of business to ensure proper documentation is received for all requests
- Monitor Global Office Workflow for Incoming wires Asset Collections Distributions and Departmental Requests
- Process the transactions for unique asset adjustments free movement note and mortgage payments and trading
- Handle reregistering and deposit of closely held and DTC physical certificates along with processing of physical certificate sales.
- Responsible for the daily balancing of all cash transactions for the department
- Complete secondary reviews of teammates work within established SLAs and ensure that their daily work is secondary reviewed
- Participate in audit research
- Research and resolve any transaction rejects or outages
- Create and/or update current procedures as changes occur in the process
- Construct appropriate and professional communications to business partners and external firms
- Provide excellent service to trust administrators / associates while completing all requests timely and accurately
- Contribute ideas and actively participate in projects to increase efficiency and improve service
- Foster teamwork and peer leadership
- Crosstrain on each desk within the department
- Assist in covering open desks due to absence or high volumes
- Annual testing of Trust Real Estate Management system and Global Plus Releases
REQUIRED QUALIFICATIONS
- Strong verbal and written communication skills
- Detail orientated
- Proven problem resolution skills
- Excellent organizational customer service and interpersonal skills
- Ability to prioritize workflow and adapt as needed
- Strong peer leadership skills
- Participate in Continuous improvement Initiatives
PREFERRED QUALIFICATIONS
- B.S. in Business or Finance or equivalent work experience
- Knowledge of current systems: Global Plus TRMS APA SharePoint MS Office Outlook
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
Required Experience:
Unclear Seniority
Employment Type
Full-Time
