We are seeking a dedicated specialist to work closely with Trust Officers and support associates, providing crucial administrative support for investment management and trust account administration. Key responsibilities include monitoring account maintenance, processing discretionary action requests, and resolving critical review action items. A major component of this role is also driving client digital engagement and adoption, making this a unique opportunity to blend operational excellence with client technology advocacy.
salary: $18.64 - $18.65 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School
Responsibilities
Responsible for working closely with Private Bank Trust Officers and Trust Support associates to support functions related to investment management and trust account administration. Key responsibilities include but are not limited to monitoring and executing account maintenance requests, processing new and renewal discretionary action requests, resolving administrative review action items, and driving client digital engagement and adoption. May be asked to participate in ad-hoc projects, prepare reports and conduct research.
• Supports and facilitates client requests to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
• Partners with client teams, specialists, and centralized service teams to deliver Private Bank capabilities and solutions
• Identifies and resolves client issues in an effective and timely manner
• Adheres to Private Bank and Enterprise risk framework and complies with regulatory and legal requirements
• Assists with the Private Bank client management process
• Performs tasks necessary to mitigate fiduciary risks, including addressing client issues and concerns
• BA/BS degree in Business, Finance or Economics desired
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
