Base salary or wages; + compensation (cash or equi...
Hybrid
Trust account maintenance and processing
Advanced business issue research and resolution
Financial regulations and securities industry knowledge
Chartwell Investment Partners is seeking a Trust Operations Representative to handle various transactions related to trust accounts, requiring strong problem-solving skills and attention to detail in a hybrid work environment
Job Summary
The role involves performing a variety of transactions on Trust accounts including pricing, trade posting, disbursements, and daily department balancing.
Candidates must possess knowledge of finance and securities industry principles to resolve advanced and complex business issues.
The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking a Trust Operations Representative to handle various transactions related to trust accounts, requiring strong problem-solving skills and attention to detail in a hybrid work environment.
Salary
Base salary or wages; Additional compensation (cash or equity) may be included; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
Trust account maintenance and processing
Advanced business issue research and resolution
Financial regulations and securities industry knowledge
Data analysis to identify discrepancies
Cross-functional team collaboration and training
Nice-to-have
Ability to work independently in fast-paced environment
Strong written and oral communication skills
Experience with standard office equipment and software
Proactive identification of systemic operational issues
Adaptability to frequently changing priorities
Key Requirements
4 to 6 months general experience required
Knowledge of trust operations processes and regulations
Sound judgment for prioritizing tasks and responsibilities