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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 ( www.ustechsolutions.com)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.

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