Find JobsSalary EstimateCareer AdviceUpload ResumeEmployers / Post JobProfileMessage Center

Senior Trust Associate

Iconma

Cleveland, OH

Apply
JOB DETAILS
SKILLS
Adobe Acrobat, Analysis Skills, Banking Operations, Banking Services, Business Analysis, Cash Management, Check Processing, Commercial Banking, Communication Skills, Computer Skills, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Establish Priorities, Fiduciary, File Maintenance, File Systems, Financial Audit, Financial Reporting, Government Reporting, Health Plan, Interpersonal Skills, Mail Processing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Non-Profit Funding, Onboarding, Operations Processes, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Regulatory Requirements, Relationship Management, Rich Internet Application (RIA), Risk Management, Sales Management, Securities, Securities Lending, Systems Maintenance, Team Player, Time Management, Trading/Stockbroking, Transaction Processing/Management
LOCATION
Cleveland, OH
POSTED
6 days ago
Our Client, a Banking company, is looking for a Senior Business Analyst for their Senior Trust Associate: Cleveland, OH (onsite) location.
 
Responsibilities:
  • Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting.
  • Demonstrate knowledge relating to the institutional trust/custody client needs and IA product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc.)
  • Processes, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and executes securities trading.
  • Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.
  • Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA’s, etc.
  • Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes.
  • Client Experience – maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners.
  • A positive client experience should show in client retention figures.
  • Mitigate risk by servicing assigned institutional client relationships in compliance with client policies and procedures, as well as with regulatory and legal requirements.
  • Leads by example and demonstrates client focus and teamwork towards both clients and client employees.
  • Perform/participate in client relationship reviews.
  • Assist clients with required reporting to various government agencies (i.e., DOL, PBGC, IRS, etc.).
  • Provide back up to other Trust Associates/Cas.
  • Assists with processing check deposits, sort, and review mail for the team.
 
Requirements:
  • 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American clients in administrative capacity or other client service roles.
  • Demonstrated strong client service skills.
  • Securities processing and bank operations knowledge.
  • Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
  • Undergraduate degree in business-related field or equivalent work experience.
  • Strong PC skills, especially Excel, Word, Power Kofax PDF and PowerPoint.
  • Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs.
  • Client consultation/advocate background.
  • Securities processing and bank operations knowledge.
  • Public speaking experience.
  • Personal effectiveness
  • Communication
  • Independent problem solving
  • Decision making/Prioritizing.
  • Customer service orientation
  • Occupational / Technical knowledge
  • Adaptability / Flexibility/Detail oriented
 
Why Should You Apply?
  • Health Benefits
  • Referral Program
  • Excellent growth and advancement opportunities
 
ICONMA is an Equal Opportunity Employer. All qualified applicants will receive considerationfor employment without regard to any status protected by applicable law.

About the Company

I

Iconma

ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.

  • Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
  • Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
  • Founded in 2000
  • 2000+ Employees

The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.

COMPANY SIZE
2,000 to 2,499 employees
INDUSTRY
Management Consulting Services
EMPLOYEE BENEFITS
401K, Employee Referral Program, Life Insurance
FOUNDED
2000
WEBSITE
https://www.iconma.com/