Job Description - Trust Associate (Corporate Trust) in East Syracuse
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Trust Associate (Corporate Trust)

Ref: US_EN_6_913330_1340428

Posted on 09 June 2020
Job Location
East Syracuse, New York
Contract Type
Contractor
Category
Banking / Finance / Insurance

POSITON:           Corporate Trust Admin

LOCATION:         East Syracuse, NY

TERMS:               6-Month Contract      

SUMMARY:       The Corporate Trust Administrator role is critical in providing top quality service to clients and for complete administration of assigned corporate trust and/or agency accounts. This individual must be able to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts. Furthermore, the Corporate Trust Administrator is tasked with ensuring compliance and customer satisfaction to the highest standards of the bank. The Trust Administrator (TA) reports directly to the Relationship Manager. The position requires a responsible individual to perform ongoing administrative activities for Corporate Trust Services. Under the guidance of the Relationship Manager and Team Leader, the TA will be responsible for much of the day to day administration of the portfolio, involving funds transfer, trade clearance, compliance monitoring and client service and communication. Escalation is also required when a matter is discovered to be incorrect.

PRIMARY RESPONSIBILITIES:

  • Serve as primary contact and facilitator of client support and questions.
  • Utilize designated/centralized tools and systems of record to capture and coordinate all client inquiries.
  • Partner with all internal groups to ensure delivery of service level agreements and client expectations.
  • Apply a client focused approach when working through breaks in processes or deliverables and escalate appropriately when needed.
  • Works independently and exercises good judgment when making decisions to resolve inquiries and meet production and turnaround standards.
  • Analyze, research and respond to telephone and email inquiries.
  • Works as a team to ensure phones and email mailboxes are covered during production hours and all client inquiries are responded to in a timely manner.
  • IDEAL CANDIDATE:

  • 2+ years of previous experience in Financial Services preferred. 
  • BA/BS degree in finance or related field preferred. 
  • Experience in MS Office applications, such as Word, Excel, etc. 
  • Detail-oriented with ability to prioritize and organize workflow. 
  • Strong written and oral communication skills. 
  • Ability to acquire a working knowledge of the portfolio of accounts by working closely with the Relationship Manager.
  • Ability to interface with his/her Relationship Manager and Team Leader to ensure compliance both with governing documents and bank policies, and to ensure client satisfaction. 
  • TOP 3 Must Haves? 

  • Attention to detail
  • Team Player
  • Able to operate under strict deadlines
  • **Also, given the contingency situation the candidates must have at home work space with a dual monitor and a smart phone.

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