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Trust Operations Specialist

2 months ago

Cornelius, North Carolina, United States Infovisa, Inc. Full time
Job Overview

Company Background: Infovisa, Inc. is a leading provider of trust and financial accounting software and services.

Job Summary: We are seeking a Trust Operations Specialist to join our team at Infovisa Wealth Services, LLC. This individual will perform critical securities-related functions for banks that outsource their operations to us.

Key Responsibilities:

  • 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.

Requirements:

  • 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:

  • 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.