OMNI Human Resource Management

Quality Assurance Administrator

Job ID
2018-1822
Client
National Advisors Trust
US-MO-Kansas City

Overview

NATC Logo

 

National Advisors Trust Company, FSB is a federally chartered trust company with assets of more than $9 billion. Founded in 2001, NATC provides first-class trust and custodial services with professional attention delivered at favorable costs. With its strong and growing asset base, the company is one of the largest independent trust companies in the nation. NATC is seeking a Quality Assurance Administrator to join their Trust Operations team.

Responsibilities

Accountable for execution of processes required to review and distribute documents to various groups at National Advisors Trust Company.  This position requires high aptitude for detail while meeting deadlines throughout each day and will be client facing.

 

  • Ensure all documents received are in good order prior to distributing to other groups for processing
  • Assist with onboarding of new clients
  • Monitor/review unique asset approval process
  • Assist middle office group as needed
  • Setup Cusips as needed
  • Process Reversals / Amendments as needed
  • Review overdrafts daily
  • Quality Control with emphases to detail
  • Provide outstanding client service to internal and external clients


Qualifications

 

  • College degree in Finance, Accounting or related field or four years related work experience.
  • 2+ years experience in a Trust Department or Wealth Management setting preferred.
  • Excellent written and oral communication skills. 
  • Robust industry knowledge of stocks, bonds, mutual funds and unique assets.
  • Excellent MS-Excel skills.
  • High aptitude for detail and well-organized.
  • Appetite to excel in a fast paced, multi-dimensional role with strong deadlines.

OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

 

 

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