Trust Operations Outsourcing Specialist

Essential Functions

• Monitor and process trades for all security types according to client instructions and custody vendor reports
• Accurately post income to trust accounts when notified by custody vendor that money has been received
• Perform reconciliations, on various frequencies, of client cash and securities custodial accounts
• Setup and maintain securities on the MAUI trust accounting system
• Aid in developing and updating procedures to ensure accuracy, usability and efficiency
• Provide timely and accurate information to banks that are outsourced
• Post recurring cash transactions as instructed by the outsourced bank
• Communicate wire and settlement amounts to the outsourced bank
• Download, import and export data to various third parties on behalf of the outsourced bank
• Maintain and build reports within the MAUI trust accounting system for use by staff of Infovisa Wealth Services and the outsourced banks
• Meet SLA requirements for all tasks for multiple outsourced banks
• Assist in training of new staff of Infovisa Wealth Services and the outsourced banks
• Cross-train and provide backup on all duties of the company

Preferred Talents / Skills

• Ability to resolve complex issues
• Able to communicate in all forms effectively and appropriately to all levels within and outside the company
• Strong team player
• Ability to work independently with minimal oversight
• Client service focused
• Flexible and adaptive to change
• Proficient with Microsoft Office tools and PC’s in general
• Prior experience using Infovisa’s software solutions
• Ability to prioritize and manage competing events as part of the daily volume of work
• Accurate, detailed oriented and deadline driven

Qualifications / Education

• CSOP designation preferred
• At least 3 years of trust operations or securities operations experience
• Four-year college degree with emphasis in business curriculum preferred or equivalent job experience