Embark on your financial services journey as a Trust Banking Officer. This role emphasizes back-office tasks, including wire payments and reconciliation, while supporting investment fund managers.
In the Trust Banking Officer position, you will play a key role in the Investor Services department by ensuring timely payment processing and accurate reporting. Embracing teamwork and reliability is essential as you handle daily transactions and account management. Strong Excel skills and the ability to manage multiple priorities will help secure your success in this entry-level position.
Key Responsibilities:
• Process wire payments and conduct EFTs
• Confirm payments through Fundserv systems
• Produce daily client settlement reports
• Reconcile trust account statements and investigate breaks
• Provide comprehensive support to fund managers
Requirements:
• High school diploma or one year of relevant experience
• Background in banking or other financial roles de...