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Insight Global | Custody Operations Specialist | saint paul, mn
1 month ago
Title: Custody Operations Specialist
Company: US Bank
Manager: Phineshia Ollie
Union Bank
Job Location: U.S. Bank West Side Flats 60 Livingston Ave, Saint Paul, MN 55107
Duration: 12 month contract with possible extension or perm.
BR: $30
PR: 18hr – max 19.23/hr for the right fit
Openings: 1
Start Date: ASAP
Interview Times: One and Done 30-45 min Teams interview
Work Hours: Monday-Friday vary between 7-6pm Team goes in Tues-Thurs.
Must haves:
- Bachelor's Degree or Associates with years of equivalent experience in any field.
- Critical thinking and Problem Solving experience
- Excel experience (v-look ups is critical)
- Understand a macro (not creating it)
- Great communication, attention to detail, energy, and work ethic
Plusses:
-Some college
-Customer Service experience (hostess, server, receptionist, secretary)
-Data Entry
-Call Center
-Corp Office Experience
-balance reports
Day to day:
A client of Insight Global is looking for a Custody Operations Specialist to join their Global Network Management team of 11 in St. Paul, MN. There will be 4 weeks of training to learn and understand the operations and responsibilities within the group. This person will be the first point of contact for the Global Custody organization as they play a role in the onboarding of clients in trust accounts and the global market within trust accounts. They will be managing high level relationships with external parties of varying account types such as individual holders, investment advisors, brokers, and high level partners. As well as communicating with different business line officers, VP's, and admin interim while facilitating the opening of accounts for trust funds or individuals. This person must be a critical thinker who is detail oriented, well versed in Excel, and an excellent communicator. We can pay between 18/hr-19.23/hr.
Extra Notes:
Size 11 ppl
Open to: HS diploma with 5 plus years client focus roles like waitress
Global account services team rolling up to global network management department
Volume: account openings 30-50 accounts per week
Could include opening of various markets within the global structure
In additon focus on maintain of global accounts and markets
External communication
Act as the interim of the global markets and intake of client accounts
Take info from buisness line
Work with other business lines and other teams
Allow them to trade internationally
Other teams in the department
Focus on getting client access to facilitate trading
