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Middle Office Trust Associate

Company: Argent Financial Group
Location: Atlanta
Posted on: November 19, 2023

Job Description:

This position is responsible for providing administrative services for Argent Institutional Trust Company's corporate trust, agency and custody accounts. Additionally, this role is responsible for providing exemplary customer service to Argent's clients, affiliated broker/dealers and interested third parties through written and oral communications and ensuring accurate and timely processing of all activity for Argent customer accounts. Job Location: Atlanta, GA (preferred), Fort Worth, TX or Remote, depending on experience Essential Functions:

  • Provide general support to trust administrators
  • Activities include new and existing account set up and maintenance on AddVantage and/or C3 and Corporate Universe.
  • Coordinate inbound and outbound transfers, re-registrations, account maintenance.
  • Prepare wire transfer, ACH and check disbursements
  • Prepare Argent account to account fund transfers
  • Setup and maintain client/account fee schedules
  • Create client invoices and oversee collections
  • Post cash receipts and disbursements into appropriate trust accounts
  • Receive, review and process payment application requests
  • Address customer calls and questions, forwarding to the administrator as appropriate
  • Prepare reports including trust committee reports, initial and annual account reviews, activity summaries and audit support (MCRP).
  • Monitor account compliance requirements (e.g. insurance, financial statements, etc.) and set up, maintain and track account ticklers
  • Scan and electronically file account documents
  • Maintain procedures and checklists
  • Other duties and special projects as may be assignedSkills & Requirements:BS or BBA Degree with emphasis in Finance or equivalent work experienceKnowledge of SalesForce, Corporate Universe and AddVantage systems helpful.Excellent time management and organizational skills with proficiency with Microsoft Office.Customer service skills, oral and written communication skills and organizational skills are a must.Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands, reach with hands and arms, and talk or hear.

Keywords: Argent Financial Group, Atlanta , Middle Office Trust Associate, Administration, Clerical , Atlanta, Georgia

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