Trust Operations Unique Asset Specialist

Qualifications:

• 5 years Trust or 10 years financial industry experience; Experience working with Specialty Assets preferred
• Strong analytical and critical thinking skills
• Capable of independent and proactive work; ability to prioritize work volume
• Excellent problem-solving skills and attention to detail
• Outstanding attitude with a priority on team dynamics and customer service
• Demonstrates integrity, sound judgement, and excellent work ethic
• Strong verbal and written communication abilities
• Proficient in MS365 and general computer skills
• Willingness to pursue any applicable certifications

Principal Duties and Responsibilities:

• Take responsibility for accuracy and efficiency of assigned tasks within Trust Operations
• Create and Maintain Trust Specialty Assets Desk Procedures
• Perform User Access Reviews for Trust Specialty Assets Applications
• Act as Trust Specialty Assets liaison for regulatory agencies and Internal Audit (i.e. gather documentation, research and respond to request list items)
• Review, approve, or complete Trust Specialty Assets department reporting (for example, monitor monthly Compliance reports like Stale Pricing and assist with Annual Asset Level Reviews for Specialty Assets)
• Facilitate transactions for Specialty Assets
  
  
  
  • Coordinate with Compliance Liaison for bulk postings to client accounts
  • Handle one-off entries as needed (i.e. OGM jibs)
  • Post entries for deposits in Real Estate lockbox
  • Process payments to Third Party Vendors
  • Initiate transaction transmittal between Specialty Asset applications and the system of record for AM&T
  
  
  
  
• Partner with Trust Tax for all Specialty Asset Tax reporting and research
• Coordinate needed asset set up and maintenance (could include initiating or approving work/ticket requests to vendors, notifications to the Specialty Assets Team, etc.)
• Ensure Specialty Assets applications maintain data integrity and complete documentation analysis within the imaging system for accuracy and completion pertaining to any Specialty Assets
• Contribute to or conduct training for Specialty Assets processing to broader AM&T department
• Moderate the Specialty Assets group email and monitor various form response logs
• Participate in team projects and be mindful of opportunities to improve efficiencies