Trust Services Specialist

About the role

As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company ("CTC"). As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Responsibilities

• Work directly with the fund or annuity company to re-register mutual funds and annuities
• Update broker dealer and representative information at the fund or annuity complex
• Continuously in contact with CTC advisors to address new account paperwork issues
• Determine whether client terminations are transfer "in-kind requests" or "liquidations"
• Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP
• Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
• Ability to learn internal and external systems such as Advisor Desktop, Orion Connect, Web Portal, Salesforce, BridgeNet, and Power Agent
• Process address changes for CTC clients
• Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
• Perform system demonstrations to prospective clients
• Process and follow-up on new account paperwork and asset transfers for new accounts
• Process all incoming check contributions
• Determine the contribution type and enters into cash accounting system
• Confirm daily cash deposit to ensure correct deposit to the client's accounts
• Daily contact with advisors to answer questions regarding new accounts and transfers
• May perform other duties as required and assigned

Requirements

• Knowledge of the securities industry
• Good understanding of the securities industry
• Minimum of a high school diploma; preferably a bachelor's degree in Business Administration or a related field
• Minimum of 6 months of customer service experience
• Preferably 1–2 years of experience in the financial services industry
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Skills

• Asset Transfers
• Client-Centric
• Effect