Position Summary

The Middle Office Service Support Specialist is responsible for completing various middle office operations functions and ensuring that there is a seamless and integrated flow of information between Trust Administration, Trust Operations, Tax, Compliance, and Investments. The Level I position has limited decision-making authority while the Level II position has routine decision-making authority.

Duties & Responsibilities

• Complete account opening/closing procedures.
• Assist Wealth Advisory Personnel in the client onboarding process.
• Ensure client access to online wealth management programs; providing on-going service support to the client.
• Review and send client documents & notifications on accounts
• Perform ongoing account maintenance & updates.
• Assist Compliance department with meeting necessary standards.
• Review and maintain liability insurance for real estate held in trust accounts.
• Maintain assets in safekeeping vault & integrity of client vault files.
• Assist with frontline training for Wealth Advisory associates on processes, procedures, and systems.

Education & Experience

Knowledge of:

• Strong oral and written communication skills
• The trust operating system
• Accounting and data processing systems, procedures and controls

Ability to:

• Multi-task and work with little supervision
• Maintain confidentiality of customer information
• Take more than normal care to prevent loss to the organization
• Perform duties under frequent time pressures

Education and Training:

• Associate’s degree or High School diploma with 2 or more years related work experience required.
• Related operations or trust administration experience preferred.
• Requires knowledge of Microsoft Office.