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Trust Operations Processor
201 W Mcbee Street Greenville, SC 29601 US
Job Description
What is your perfect fit?
- Are you looking for an analytical role that is very detailed and process driven?
- Would you love to work in downtown Greenville or Greenwood locations? Take your pick!
- Do you have a financial driven mind that enjoys working at a desk rather than being customer facing?
- Are you motivated by stellar company benefits?
What your future day will look like:
- Perform daily and monthly reconciliations with Asset Custodians, including trades and income postings.
- Perform account reconciliation and balancing within specified timelines, and conduct semi-annual vault audits of assets in coordination with Trust Services.
- Establish new accounts, coordinate asset transfers, close accounts, upload statements and update client information in the Trust Accounting System.
- Process client payables, prepare and distribute checks, wires, and ACHs, handle distribution requests and monitor sweep accounts.
- Prepare and update various reports, maintain account forms, scan and index documents, and manage the Client Portal, including user support.
- Deposit checks, process electronic contributions, manage the group email inbox, and respond to requests as needed.
- Complete additional duties and responsibilities as assigned to support departmental and business needs.
Benefits Offered:
- Medical, dental and vision
- Healthcare FSA
- Employer paid life insurance and STD
- Employee Assistance Program
- Employer paid Life Services and Travel assistance programs
- Wellness initiative programs
- 401(k)
Type: Direct Hire
To be a champion in this role, you will need:
- Ability to pass background and credit check
- High School diploma required
- Advanced Excel experience required
- Bachelor's degree in Business Administration or Accounting preferred, or equivalent
- 2+ years of experience in trust services or brokerage preferred
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step.
If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for!
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
Meet Your Recruiter
Cathy Boggs
Recruiter
Cathy is a Greenville native who graduated from Clemson with a BS in Business Management. After working for 3 years for Babies R Us in both human resources and inventory control management roles, she joined Godshall in 1999 as a Recruiter and Staffing Specialist. Her primary recruiting focus is in banking, accounting, human resources, legal and administrative placements. She is involved in St. Francis Forum, NALS, Covenant United Methodist Church and Northwood Little League. This breast cancer survivor lives life the fullest by cheering on her two boys in baseball, watching her alma mater play every Saturday during the fall, and splurging on an occasional bowl of Cinnamon Toast Crunch.
