Custody Administrator
Job Description:
We are seeking an organized, team-oriented individual with strong accounting and trust administration experience to support our growing Wealth Management Client Services department.
Primary Responsibilities:
* Responsible for new account setup, account opening process and maintenance for custody clients.
* Complete necessary documentation for receipt/delivery of assets and tracking of custody client assets.
* Develop, maintain and update custody administrative procedures.
* Identify opportunities for workflow efficiencies and ensure a high level of client service.
* Provide a comprehensive, consistent narrative to auditors, regulators, management and clients.
* Identify opportunities for process improvements and help implement solutions.
Requirements / Qualifications:
* BA in accounting, business or equivalent experience.
* Experience in a wealth management environment, preferably in trust administration or custody management.
* Experience with trust accounting systems and terminology, and a desire to assist Wealth Management with the implementation of solutions to provide accurate and timely information for custody clients.
* Proficient in using MS Office software, specifically Word and Excel.
Our employees enjoy a comprehensive benefits package, which includes health benefits, Work-life program, 401(k) plan, incentive plan, and paid vacation and time bank. We are a company committed to workforce diversity. EOE
