POSITION OVERVIEW:
The Senior Operations Associate at Beacon Trust performs a range of moderately complex to complex operational activities supporting money movement, securities transactions, and the administration of client relationships. This role requires prior relevant experience, strong judgment, and the ability to communicate clearly and professionally, both verbally and in writing, while exercising discretion and diplomacy in daily interactions.
KEY RESPONSIBILITIES:
- Processes client account deposits, disbursements, dividends, and interest on a daily basis. Research and resolves discrepancies and variety of client inquiries. Processes and posts daily trust data entries accurately. Communicate with third parties to gather information and resolve issues.
- Assists the Trust Officers in all administrative support. Works on all types of correspondence and preparation of various reports. Executes daily pending transactions such as client bills, check requests, wire transfers, ACH transactions, posting of incoming wires and checks. Is responsible for the organization, maintenance, and storage of client files (including bills paid, tax returns, funds transfer requests, correspondences, etc.).
- Responsible for preparing and sending new account opening paperwork and assisting with the processing of the initial funding and/or receipt of assets. Prepares various reports or spreadsheets to be sent to clients for informational purposes.
- Account database maintenance creates and assigns account alerts, tax codes, description codes, name & address table, and daily departmental report distribution
- Registers new client users for online account access and distributes welcome packages with Agreement and User Guide.
- Account database maintenance creates and assigns account alerts, tax codes, description codes, name & address table, and daily departmental report distribution.
- Registers new client users for online account access and distributes welcome packages with Agreement and User Guide.
- Assists the department manager in special projects as assigned.
MINIMUM QUALIFICATIONS:
- Minimum of 2 years in an administrative/support capacity or other practical job experience.
- Proven ability to prioritize and organize work within a fast-paced environment without losing accountability of priorities.
- Ability to organize, analyze and interpret financial and management data to solve accounting and taxation problems.
- Strong diligence, accuracy, ability to multi-task and effective time management skills are required to efficiently manage assigned tasks.
- Strong organizational, analytical, and general accounting skills are required to oversee client transactions, identify and resolve account issues and to ensure the accurate delivery and tracking of client requests.
- Basic knowledge of investments and securities and tax laws related to their transactions.
- Basic knowledge of and the ability to rapidly acquire knowledge of applicable laws, rules and regulations governing trust accounting activities.
- Knowledge of specialized Trust Operations software (TrustDesk) or the ability to learn such a system.
- Advanced knowledge of keyboard and PC skills, including Microsoft Word, Excel and Outlook.
- Strong oral/written communication skills.
- Ability to work with a wide variety of personalities in a courteous and efficient manner.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
- Prolonged sitting
- Lifting from 5 to 10 lbs. (printer paper, storage boxes)
- Occasional bending or overhead lifting (storing files or boxes)
- The hazards are mainly those present in a normal office setting.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank, Beacon Trust and /or Provident Protection Plus require consent to conduct a comprehensive background check. This background check will be tailored to the specific requirements of the position for which you are applying. These reviews may include, but are not limited to, items such as:
- Verification of employment
- Verification of educational background and degrees
- Criminal records check
- Civil records check
- Credit history check
- Verification of professional licenses and certifications (if applicable)
- Web CRD records (if applicable)
- Any records related to federal, state, and/or local statutes
- Any records related to Code of Ethics adherence (if applicable)
- Any other records requested in connection with questions on the candidate’s background
The scope of the background check will be determined based on the level and responsibilities of the role. The results of the background check will be used solely to assess suitability for the specified position. Any false information, omissions, or failure to provide consent to undergo these reviews may disqualify a candidate from
employment.
Beacon Trust recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$27.90 - $34.87 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
