Asset Services Associate chez National Advisors Trust

Job Title:          Asset Services Associate
FLSA Status:   Non-Exempt
Hours:             Full-Time
Reports To:    Unique Assets Manager

SUMMARY

The Associate will provide daily support to our internal business partners and/or external clients.  This position will have a variety of duties and tasks to be completed depending on the specific team they are a member of. The Associate must be detail oriented and able to deliver a high level of service to internal and external clients.

The Unique Assets Team provides operational support for clients and performs the daily activities associated with processing client transactions related to unique assets; unique assets include real estate, closely held businesses, mineral interests, loans and notes, sundries, and life insurance. The individual is responsible for accurately accounting of transactions within our core trust accounting system.  The associate on this team will provide operational support and guidance for NATC’s Special Assets business. Delivering excellent client service to both internal and external clients is essential.  

The Institutional Custody Services team provides daily support to internal associates, Advisors, and the accounts we serve. The associates on this team are responsible for providing superior client experience through all communication channels.  In addition, they are responsible for executing approved account instructions that include account opening, disbursements, receipts, maintenance requests, correspondence and supporting our business partners with custody related inquiries. This individual will serve as the daily point of contact for the firms we service through phone and email communications.  Timely and accurate process and delivering excellent client service to both internal and external clients is essential. 

RESPONSIBILITIES AND DUTIES

• Resolve, investigate and analyze simple to complex account inquiries and escalations
• Complete processing and quality control responsibilities within deadlines
• Quality Control with emphasis to detail ​
• Maintain high quality metrics for assigned responsibilities
• Assist teammates with various inquiries across client/role assignments.
• Flexibility in making daily adjustments to address business needs
• Act as a liaison between National Advisors Trust and external parties​
• Provide outstanding client service to internal and external clients
• Effective use of technology and self-service to resolve internal and external inquiries.  ​
• Maintain appropriate levels of confidentiality both internal and external to the organization. 
• Other duties as assigned
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

COMPETENCIES:

• Accountability
• Client Focused 
• Data Gathering & Analytics​
• Detail Oriented
• Financial Awareness
• Organizational Awareness 
• Problem Solving Skills
• Strong Oral & Written Communication Skills

EXPERIENCE:   

• Bank/Trust operations experience preferred​
• Financial services background preferred ​
• Industry knowledge of stocks, bonds, mutual funds and unique assets, preferred ​
• Motivated self-starter capable of working in a team environment​
• Proficient in Microsoft Office Applications 
• Bachelors Degree in Finance, Business, Accounting or related field or equivalent work experience preferred

WORK ENVIRONMENT:  Professional, business setting.

Physical Requirements

• Must be able to remain in a stationary position for prolonged periods of time.
• Will occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
• Occasionally it requires lifting objects that are 20 pounds to a height of 3-4 feet

This job description is subject to change at any time.