Trust Analyst
Trust Analyst
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Job Description
Provident Trust Group an Ascensus company is a self-directed administrator and passive custodian that specializes in account administration asset custody qualified retirement account establishment including IRAs and Solo 401(k) accounts and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration asset custody and related servicesand we pride ourselves in being responsive honest and personable.
Section 1: Position Summary
Responsible for supporting the team in providing a high level of service to both internal and external clients; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. This role involves a deep understanding of alternative assets investment documentation prohibited transaction rules and effective communication with external clients as it relates to the individual role and the organization as a whole.
Section 2: Job Functions Essential Duties and Responsibilities
- Timely and accurately review process and execute investment purchases (real estate promissory notes LLCs private stock precious metals etc)
- Research and report potentially fraudulent or prohibited transactions
- Handle time sensitive or escalated client requests via phone and email
- Utilize workflow management systems for review processing and verification of all requests
- Follow up with clients/agents/investment companies regarding pending transactions and timely processing of investment purchases
- Provide management reporting as required
- Achieve SLAs and work with other departments to increase interdependency awareness
- Visualize the big picture and understand details to achieve a desired outcome
- Responsible for protecting securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Our I-Client service philosophy and our Core Values of People Matter Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
- Assist with other tasks and projects as assigned
Supervision
- N/A
Section 3: Experience Skills Knowledge Requirements
- Bachelors degree in Accounting Business Administration Mathematics or equivalent financial services work experience
- Prior participation in industry specific education or certification courses including document review and processing
- Ability to effectively communicate both in writing and oral with wide range of outside contacts in a professional manner
- Able to prioritize and meet deadlines
- Self directed with ability to take initiative
- Good interpersonal skills
- Work closely with others in a team setting
- Strong math skills
- Excellent attention to detail and ability to proof
- Software Skills: Access MS Office 2007 (Word Excel & Outlook) LexisNexis Adobe Acrobat
- Promote a positive and professional working environment
- Knowledge of effective research methods including the Internet eResource and other IRA systems.
We are proud to be an Equal Opportunity Employer
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Required Experience:
IC
Employment Type
Full-Time
