Temporary Worker, Trust Service ATCS

About the role

American Trust & Custody, recently integrated as part of Ascensus, focuses on state-of-the-art trading and custodial reporting of mutual funds, exchange-traded funds, managed accounts, unitized funds, equities, collectives, and self-directed brokerage accounts. The role facilitates the efficient operations of the Custody Asset Management and Control department during tax season.

Responsibilities

• Answer incoming phone calls from clients with questions on their tax forms and log returned forms in Excel.
• Maintain accounting controls by following corporate policies and procedures, including privacy policies.
• Respond to and resolve client inquiries in a timely manner.
• Ensure all phone calls are answered and returned forms are logged on schedule.
• Interact with other internal departments as needed.
• Assist the Custody Asset Management and Control team with preparing and mailing tax forms.
• Maintain customer confidence and protect operations by keeping financial information confidential.
• Perform other related duties as assigned.

Requirements

• Competency in Microsoft applications including Word, Excel, and Outlook; advanced Excel or Macro skills a plus.
• Strong organizational, verbal, and written communication skills.
• Ability to multi-task, prioritize, and work efficiently while maintaining accuracy and attention to detail.
• Ability to work independently and be an energetic self-starter.
• Ability to anticipate work needs and follow through with minimal direction.
• Excellent interpersonal and customer service skills.
• Ability to work under pressure and meet tight deadlines.
• Professional experience working with confidential and sensitive information.