Middle Office Specialist

Position Summary: The Trust Operations Services Middle Office Specialist possesses strong and thorough knowledge of Trust Operations and the Securities industry. This professional is responsible for providing excellent customer service to internal and external customers, ensuring high quality and accuracy of asset and account set-up and maintenance, and ensuring financial and regulatory controls are met or exceeded at all times.

This role is eligible for hybrid work from home opportunity under the work from home guidelines up to one day per week upon completion of onboarding.

Essential Functions:

• Deliver a high level of customer service and professionalism to both internal and external customers.
• Assist online customers with account set-up. Act as the primary contact for customer questions and concerns.
• Perform asset and account set-up and all maintenance activity, including financial transactions.
• Coordinate asset transfers and conduct regular follow-up to ensure timely processing.
• Coordinate the movement of assets held in the securities vault.
• Maintain working knowledge and keep current with Trust Operations rules and regulations. Follow all established policies and procedures to comply with trust accounting system and all applicable regulations.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Perform other job-related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Qualifications:

• Minimum of two to five years accounting, finance or bank operations experience or equivalent college education in related field.
• Customer Service experience.
• Strong technology skills.
• Demonstrated proficiency in Microsoft Word and Excel and in working with other financial software.

Preferred Talents:

• Ability to respond quickly and positively to shifting priorities in a fast-paced environment
• Accurate and detailed
• Organized, deadline driven and time efficient
• Self-directed and takes initiative
• Effective communicator- both verbal and written
• Independent decision maker with good judgment
• Proven problem-solving abilities
• Customer Service Driven - Aligning with the bank's philosophy

Working Environment:

Indoor work - not exposed to outdoor elements or hazards.

Sedentary work, occasional lifting and/or carrying up to 20 pounds.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.