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 INSTITUTIONAL TRUST AND CUSTODY OFFICER

Details
Country: USA
Location: New York-New York City NEW YORK CITY, NY 10016
Total applied: 20
Salary/Wage:65,000.00 - 75,000.00 USD /yearBONUS
Job Category:Administrative/Clerical
Relevant Work Experience:2+ to 5 Years
Education Level:Bachelor's Degree
Location:NEW YORK CITY, NY 10016
Status:Full Time, Employee
Career Level:Experienced (Non-Manager)
Relevant Work Experience:2+ to 5 Years
INSTITUTIONAL TRUST AND CUSTODY OFFICER

LEADING FINANCIAL SERVICES FIRM IS IN NEED  OF AN EXPERIENCED CUSTODY OR TRUST PROFESSIONAL TO BE RESPONSIBLE FOR THE ADMINSTRATION OF THEIR INSTITUTIONAL ACCOUNTS.  THE RESPONSIBILITIES OF THE POSITION INCLUDE DEALING WITH THE INSTITUTIONAL CLIENTS FROM ONBOARDING NE W ACCOUNTS TO MAINTENANCE.  THE TRUST OFFICER WILL BE RESPONSIBLE FOR OVERSIGHT OF THE TRANSACTION PROCESSING, AS WELL AS THE MAINTENANCE OF PRICING, RECONCILLIATION OF ACCOUNTS. THE POSITION ALSO INVOLVES OVERSIGHT OF PORTFOLIO PERFORMANCE FROM THE OUTSIDE MONEY MANAGERS.  THIS POSITION ALSO INVOLVES THE COLLECTION OF FEES AND ASSURNG THE ACCURACY OF THE nav OF INVESTMENTS. QUALIFIED CANDIDATES MUST HAVE AT LEAST 2 YEARS EXPERIENCE AS A CUSTODY OR TRUST ADMINISTRATOR DEALING WITH INSTITUTIONAL ACCOUNTS.  KNOWLEDGE OF RETIRMENT PLANS A MUST, WITH KNOWLEDGE OF ERISA RULES  AND REGULATIONS.  KNOWLEDGE OF CUSTODY AND BROKERAGE OPERATIONS A MUST.  CANDIDATE MUST BE KNOWLEDGEABLE IN ALL INVESTMENT PRODUCTS WITH EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS.  COLLEGE DEGREE REQUIRED.  THE FIRM OFFERS EXCELLENT BENEFITS AND ANNUAL BONUS.  QUALIFIED CANDIDATES SHOULD SUBMIT THE RESUME IN WORD DOCUMENT FORMAT TO vmclaren@addisonsearch.com .

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