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Trust Operations Specialist

Edwardsville, IL 62025

Posted: 10/19/18 Industry: Financial Advisor Job Number: 47448

HireLevel is currently seeking a Trust Operations Specialist for a client located in Edwardsville, IL!

Position: Contract-to-Hire

Hours: Monday-Friday; 8: 00 a.M.- 5: 00 p.M.

Pay: $13.00-$15.00/hr.

Similar positions: Financial Service Representative

Responsibilities of the Trust Operations Specialist:
  • Monitor ACH transactions
  • File CD s in dual control CD cabinet
  • Reconcile 945 Federal Withholding filing remittances on a quarterly and annual basis
  • Monitor, file, pay and report remittances for state withholdings
  • Maintain Real Estate Tax pending items
  • Balance mutual fund statements
  • Monitor the vault and WM mailbox
  • Verify wire transfer activity
  • Other job duties as assigned

Requirements of the Trust Operations Specialist:
  • High School Diploma or GED required
  • Must have 3 months to 1 year of Financial Institution experience
  • Securities operations experience such as mutual fund trading, security settlement, security receipt and delivery, etc. Highly preferred.
  • Previous Trust experience
  • Ability to meet background and drug screen requirements

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