Data Processing Specialist

4 days ago


Atlanta, Georgia, United States Trident Trust Full time
Job Summary

We are seeking a highly skilled Data Processing Administrator to join our team at Trident Trust. This bilingual role requires fluency in both Spanish and English, with a strong focus on delivering exceptional service to our clients.

Key Responsibilities
  • Perform data capturing, processing, and entry, as well as other administrative functions in relation to our portfolio of United States clients.
  • Compile supporting documentation packages for bank wire payments with our clients' banking providers or through other approved means.
  • Review investor know-your-client documentation for completeness and provide clear responses to Account Managers with any gaps.
  • Provide an excellent internal customer experience by adhering to Trident's core values: responsiveness, attention to detail, personalized service, and reliability.
  • Maintain relevant knowledge and understanding of applicable legislation, processes, and policies.
  • Offer suggestions to improve procedures and enhance the overall customer experience.
Requirements
  • A degree in a business-related field or suitable experience.
  • At least one year of experience in an administrative or clerical role.
  • Strong organizational and communications skills, with the ability to speak, read, and write fluently in English.
  • Proficient knowledge of Microsoft Office Suite.
Preferred Qualifications
  • Degree in a business, accounting, compliance, or legal field.
  • Experience in the financial services, compliance, or legal industry.
  • Experience working with Viewpoint, Paxus, Allvue, Geneva World Investor applications.
  • Ability to function in high-pressure situations with competing priorities and strict deadlines.

Trident Trust provides equal employment opportunities to all employees and applicants for employment, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



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