Custody Operations Specialist
insight globalSaint Paul, MN
Custody Operations Specialist
L3
insight globalSaint Paul, MN3 days ago
Occupations
Bookkeeping, Accounting, and Auditing ClerksBrokerage ClerksTeaching Assistants, Special EducationIndustries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTemporary Help ServicesCustody Operations Specialist
Required Skills & Experience:
Bachelor's Degree or Associates with years of equivalent experience in any field. Critical thinking and problem solving experience. Excel experience (v-look ups is critical). Understand a macro (not creating it). Great communication, attention to detail, energy, and work ethic! Nice to Have Skills & Experience: Some college. Customer service experience (hostess, server, receptionist, secretary). Data entry. Call center. Corp office experience. Balance reports. Understand a macro (not creating it).
Job Description:
Day to day: A client of Insight Global is looking for a Custody Operations Specialist to join their Global Network Management team of 8 in St. Paul, MN. This person will be the first point of contact for the Global Custody organization as they play a role in the onboarding of clients in trust accounts and the global market within trust accounts. They will be managing high level relationships with external parties of varying account types such as individual holders, investment advisors, brokers, and high level partners. As well as communicating with different business line officers, VP's, and admin interim while facilitating the opening of accounts for trust funds or individuals. This person must be a critical thinker who is detail oriented, well versed in Excel, and an excellent communicator. We can pay between 18/hr-19/hr.
Apply now
Level
JuniorL3
Location
Saint Paul, MN
Occupation
Bookkeeping, Accounting, and Auditing Clerks
Industry
Trust, Fiduciary, and Custody Activities
Posted
3 days ago
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