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Trust Operations Specialist

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Venteon

2021-12-03 07:34:25

Job location Southfield, Michigan, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Investment Management firm seeking highly motivated individual in Client Services.

Primary Responsibilities:

  • Prepare documentation and manage account opening process for new and existing clients
  • Coordinate account and asset transfers with multiple parties including: clients, custodians, investment managers, trustees, attorneys and accountants
  • Support clients in asset gifting for charitable and estate planning purposes
  • Record transactions in portfolio management software
  • Update and maintain information in contact database


Education and Experience:

  • Bachelor's degree - business or related field of study preferred but not required
  • Previous experience in securities, finance, banking, accounting or legal preferred

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