Trust Services Specialist
Orion is a company that values support and innovation in the financial services industry. As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company, including managing mutual fund and annuity transactions and addressing client inquiries.
Responsibilities
- Work directly with the fund or annuity company to re-register mutual funds and annuities
- Update broker dealer and representative information at the fund or annuity complex
- Continuously in contact with CTC advisors to address new account paperwork issues
- Determine whether client terminations are transfer "in-kind requests" or "liquidations"
- Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP
- Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
- Ability to learn internal and external systems such as Advisor Desktop, Orion Connect , Web Portal, Salesforce, BridgeNet, and Power Agent
- Process address changes for CTC clients
- Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
- Perform system demonstrations to prospective clients
- Process and follow-up on new account paperwork and asset transfers for new accounts
- Process all incoming check contributions
- Determine the contribution type and enters into cash accounting system
- Confirm daily cash deposit to ensure correct deposit to the client's accounts
- Daily contact with advisors to answer questions regarding new accounts and transfers
- May perform other duties as required and assigned
Skills
- Knowledge of the securities industry
- Good understanding of the securities industry
- Minimum of a High school diploma
- Minimum of 6 months customer service experience
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
- Bachelor's degree in Business Administration or related field
- Minimum of 1-2 years of experience in the financial services industry
Benefits
- Health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment and more
Company Overview