Custodial Account Manager
Beacon Group · Phoenix, AZ · 1 wk ago
Business DevelopmentFull-time
About the role
The role involves managing custodial accounts, ensuring compliance with financial regulations, and providing customer service.
Responsibilities
- Manage custodial accounts, ensuring compliance with financial regulations.
- Provide customer service to clients, addressing inquiries and resolving issues.
- Prepare and submit reports related to custodial account management.
Requirements
- Bachelor’s degree in finance, accounting, or a related field.
- Minimum 3 years of experience in financial services or related field.
- Strong understanding of financial regulations and compliance standards.
- Excellent interpersonal and communication skills.
Qualifications
- Proficiency in Microsoft Office Suite.
- Experience with financial software and systems.
- Ability to work independently and manage multiple tasks simultaneously.
Skills
- Financial analysis and reporting.
- Customer service and problem-solving skills.
- Attention to detail and accuracy in data entry.
Benefits
- Competitive salary package.
- Incentive bonuses based on performance.
- Vacation and holiday pay.
- Paid time off for personal and family needs.
Pay
- $50,000 - $60,000 annually.
Schedule
- Full-time position.
- Monday through Friday, 9:00 AM - 5:00 PM.
Contact Information
To apply, please fill out the form below. For more information about the position, contact [Contact Person] at [Phone Number].
Application Instructions
* Fields are required. Please ensure all fields are completed before submitting your application.