Senior Trust Associate

Genesis10 is currently seeking a Senior Trust Associate for a contract position with a Regional Financial Institution located in Cleveland, OH. This is an on-site 6- month contract opportunity.

Pay range: $27.00 per Hour

This role is accountable for assisting a Senior Institutional Advisor/Relationship Manager with a book of institutional relationships, with an emphasis on client service and daily administrative duties. The ideal candidate will develop and maintain in-depth knowledge of products and services, acting as a primary point of contact for all client servicing needs and inquiries, including transaction execution and processing.

Responsibilities:

• Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting
• Demonstrate knowledge relating to the institutional trust/custody client needs and product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc)
• Process, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and executes securities trading
• Review and manage daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately
• Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA's, etc
• Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes
• Maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners
• Mitigate risk by servicing assigned institutional client relationships in compliance with company policies and procedures, as well as with regulatory and legal requirements
• Lead by example and demonstrate client focus and teamwork towards both clients and employees
• Perform/participate in client relationship reviews
• Assist clients with required reporting to various government agencies (i.e, DOL, PBGC, IRS, etc)
• Provide back up to other Trust Associates
• Assist with processing check deposits, sort, and review mail for the team

Requirements:

• 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American clients in administrative capacity or other client service roles
• Demonstrated strong client service skills
• Securities processing and bank operations knowledge
• Excellent analytical, communication (oral and written), interpersonal and problem resolution skills
• Undergraduate degree in business-related field or equivalent work experience
• Strong PC skills, especially Excel, Word, Kofax PDF and PowerPoint

Desired skills:

• Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs
• Client consultation/advocate background
• Public speaking experience
• Personal effectiveness
• Communication
• Independent problem solving
• Decision making/Prioritizing
• Customer service orientation
• Occupational / Technical knowledge
• Adaptability / Flexibility/Detail oriented

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.
Benefits of Working with Genesis10:

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit www.genesis10.com

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

#INDG10