Job ID 19978 – Trust & Financial Services Associate
Location: St. Petersburg, 33701 – This position is onsite
Pay: $65k-$75k/yearly
Type: Direct Hire
Job duties:
- Primary responsibilities will be meeting the needs of clients and coordinating with third party vendors to include financial operations and information technology
- Process daily cash and client requests
- Serves as liaison between third parties
- Assist with resolving issues
- Perform administrative activities associated with financial accounts
- Assist team to exceed the expectations of clients
- Must be flexible for other duties as assigned: As an associate you may be required to cross-train across roles/departments with similar job duties, or assist with other business needs as required
Nice to have:
- Bachelors degree
- Experience with financial securities movement and income processing
Requirements:
- Must have (5) years of financial operations background in investment management, trusts, or brokerage firms (not retail banking)
- Strong client relationship management skills required – Dealing with high level cliental
- MS Office proficient
- High school diploma or equivalent required
- Background check required
- Credit check required
#IND123
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Experience:
- financial services/banking industry: 10 years (Required)
- MS Office: 5 years (Required)
- Trust Company/Investment Management/Brokerage firm: 5 years (Preferred)
Work Location: In person