Insight Global | Custody Operations Specialist | saint paul, mn

1 day ago

saint paul, United States Insight Global Full time

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

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