Trust Operations Outsourcing Associate

3 weeks ago

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

Position: Trust Operations Outsourcing Specialist

Location: Remote

Employment Type: Full Time

Company Overview: Infovisa, Inc. is a prominent provider of trust and financial accounting software and services. We are currently seeking a Trust Operations Outsourcing Specialist for our subsidiary, Infovisa Wealth Services, LLC. This division specializes in delivering back-office trust accounting services to financial institutions that choose to outsource their operational functions. The ideal candidate will demonstrate a strong commitment to learning various job roles and possess the ability to work autonomously with minimal supervision. A solid work ethic, accountability, and a drive for quality performance are essential for contributing to the overall success of our organization.

Position Summary: The Trust Operations Outsourcing Specialist is responsible for executing vital securities-related tasks for banks that are managed by Infovisa Wealth Services. Key responsibilities include confirming and settling trades on a daily basis, posting income to accounts, processing corporate actions, and performing other related duties.

Key Responsibilities:

  • Oversee and execute trades for all types of securities in accordance with client directives and custody vendor reports.
  • Accurately record income to trust accounts upon notification from the custody vendor regarding received funds.
  • Conduct reconciliations of client cash and securities custodial accounts at various intervals.
  • Establish and maintain securities within the MAUI trust accounting system.
  • Assist in the creation and revision of procedures to enhance accuracy, usability, and efficiency.
  • Provide timely and precise information to outsourced banks.
  • Record recurring cash transactions as directed by the outsourcing bank.
  • Communicate wire and settlement amounts to the respective outsourced bank.
  • Download, import, and export data for various third parties on behalf of the outsourced bank.
  • Monitor securities for pricing discrepancies and communicate as necessary to the outsourced bank.
  • Prepare fee-related reports for the outsourced bank and update fees as instructed.
  • Develop and maintain reports within the MAUI trust accounting system for use by Infovisa Wealth Services staff and outsourced banks.
  • Meet service level agreement (SLA) requirements for all tasks across multiple outsourced banks.
  • Assist in training new personnel at Infovisa Wealth Services and the outsourced banks.
  • Cross-train and provide backup support for all company duties.
  • Perform additional duties as assigned.

Preferred Skills and Qualifications:

  • Ability to resolve complex issues effectively.
  • Strong communication skills across all levels within and outside the organization.
  • Team-oriented mindset.
  • Capacity to work independently with minimal oversight.
  • Client service-oriented approach.
  • Adaptability to changing circumstances.
  • Proficiency in Microsoft Office and general PC usage.
  • Prior experience with Infovisa's software solutions is a plus.
  • Ability to prioritize and manage competing tasks effectively.
  • Detail-oriented with a focus on accuracy and deadlines.

Education and Experience:

  • CSOP designation is preferred.
  • A minimum of 3 years of experience in trust operations or securities operations.
  • A four-year degree with a focus on business is preferred or equivalent professional experience.
  • Regular and reliable attendance is crucial for this role. Overtime may be required periodically.

Benefits:

  • Medical, dental, and vision coverage
  • Health Savings Account (HSA)
  • 401(k) plan participation
  • Paid Time Off (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 unable to sponsor applicants requiring work visas.

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