Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.
Section 1: Position Summary
Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate review of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflows as it relates to the individual role and the organization as a whole.
Section 2: Job Functions, Essential Duties and Responsibilities
- Timely and accurately review and audit client transactions including checks, wires, and ACHs
- Handle time sensitive or escalated requests
- Process manual and international wires via current banking system
- Perform review of daily investment, liquidation, and transfer activity and following up on exceptions in an expedited manner
- Use workflow management systems to support transaction settlement and referrals from other departments
- Provide management feedback on process and procedures as required
- Participate in audit or quality control activities
- Achieve SLA's, and work with other departments to increase interdependency awareness
- Visualize the big picture and understand details to achieve a desired outcome
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
- Assist with other tasks and projects as assigned
Supervision
Section 3: Experience, Skills, Knowledge Requirements
- Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience-Preferred
- Prior participation in industry specific education or certification courses-Preferred
- Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
- Able to prioritize and meet deadlines
- Self directed with ability to take initiative
- Good interpersonal skills
- Work closely with others in a team setting
- Strong math skills
- Excellent attention to detail and ability to proof
- Software Skills: MS Office 365 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
- Promote a positive and professional working environment
- Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
We are proud to be an Equal Opportunity Employer
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