Trust Operations Outsourcing Specialist

5 days ago

Charlotte, United States Infovisa Full time
Position: Trust Operations Outsourcing Specialist Location: Cornelius, NC

Type: Full Time FSLA Status: Non-Exempt

Hours: 8:00 AM - 5:00 PM, Eastern Date Revised: July 22, 2021

Company Overview: Infovisa, Inc., an industry leader in trust and financial accounting software and services, has an opportunity for a Trust Operations Outsourcing Specialist in our subsidiary, Infovisa Wealth Services, LLC. Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function. The ideal candidate should possess the willingness and ability to learn multiple job functions to acquire the skills necessary to work independently with minimal assistance. This individual should have a strong work ethic, be accountable and desire to produce and deliver quality performance contributing to the success of the company.

Position Summary: The Trust Operations Outsourcing Specialist performs critical securities related functions for banks that are outsourced by Infovisa Wealth Services. Individuals in this position will confirm and settle trades daily, post income to accounts, process corporate action elections and announcements, as well as other related functions.

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.
  • Assist 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.
  • Monitor securities for pricing exceptions and communicate as needed to the outsourced bank.
  • Prepare fee-related reports to the outsourced bank and update fees as instructed.
  • 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.
  • Additional duties as assigned.
  • Other duties as assigned.
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.
  • Regular, reliable attendance is an essential function of this position. Overtime may be required periodically.
Benefits Include
  • Medical, dental and vision
  • HAS
  • 401(k) participation
  • PTO


Infovisa Wealth Services, LLC. is an Equal Opportunity Employer. We welcome all qualified candidates who can legally work in the United States. We are not able to sponsor applicants who require work visas.

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