Contract Length: 6 months (with possible extension)
Responsibilities • Assist Senior Institutional Advisors (SIAs)/Relationship Managers (RMs) with daily administration of institutional trust and custody accounts.
• Serve as the first point of contact for institutional clients' front office staff for servicing needs and transaction processing.
• Independently resolve client inquiries in a timely and professional manner.
• Monitor accounts for compliance with internal policies and regulatory guidelines.
• Administer trust and custody relationships related to benefit disbursements, investment management, and commercial banking services.
• Process cash transactions such as wire transfers, check preparation, cash transfers, and securities trades.
• Manage daily cash reports for overdrafts and uninvested balances, ensuring proper investment of funds.
• Develop and maintain relationships with clients and their service providers (consultants, TPAs, auditors, RIAs).
• Review and interpret institutional client agreements for administrative and fiduciary purposes.
• Maintain high service standards and contribute to client retention and satisfaction.
• Participate in client relationship reviews and assist with regulatory reporting (e.g., DOL, PBGC, IRS).
• Provide backup coverage for other Trust Associates and contribute to team operations, including mail sorting and check deposits.
Required Skills • Strong client service orientation and interpersonal communication.
• High attention to detail, organizational ability, and independent problem-solving.
• Proficient in Microsoft Excel, Word, PowerPoint, and Kofax PDF.
• Understanding of trust/custody administration, securities processing, and operational efficiency.
• Ability to prioritize tasks, make decisions, and adapt in a fast-paced environment.
• Familiarity with institutional products and reporting requirements.
Experience • 2 to 4 years of experience in the financial services industry working with corporate, non-profit, public fund, Taft-Hartley, or Native American clients.
• Experience in administrative or client service roles within institutional trust or custody operations.
• Knowledge of bank operations, pension systems, and investment trade execution.
Preferred Qualifications • Experience with trust/custody, pension plans, securities lending, charitable accounts, or operating fund clients.
• Background in client consultation or advocacy.
• Public speaking or client presentation experience.
Education • Bachelor's degree in a business-related field, or equivalent relevant work experience.
Reporting Relationship
• Reports to the Team Lead Manager within the Institutional Advisors team.
About US Tech Solutions:
US TechSolutions ( )is global firm providing a wide-range of talent on-demand and total workforce solutions. We are an Equal Opportunity Employer and Prohibit Discrimination and Harassment of Any Kind.
This e-mail message may contain confidential information intended for a specific individual and purpose. If you are not the original intended recipient and erroneously received this message, please notify the sender and delete it immediately. Recipient also acknowledges that Disclosure, Copying, or Distribution of this message without permission of the sender is strictly prohibited.