OMNI Human Resource Management

  • Trust Operations Specialist I

    Job ID
    2018-1971
    Client
    National Advisors Trust
    Job Location(s)
    US-MO-Kansas City
  • Overview

    NATC Logo

     

    National Advisors Trust Company 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 an Trust Operations Specialist I to join their Operations Asset Processing team.

    Responsibilities

    Accountable for execution of processes required to ensure all unique assets are processed accurately and timely at National Advisors Trust Company.  This position requires high aptitude for detail while meeting deadlines through out each day.

     

     

    Responsibilities and Duties:

    • Maintain and process tickler memos.
    • Process unique asset purchases and capital calls.
    • Post various cash and securities transactions in support of the trust company.
    • Update unique asset pricing.
    • Process PetroData transactions.
    • Daily reconciliation of all types of assets.
    • Setup Cusips as needed
    • Process Reversals / Amendments as needed.
    • Quality Control with emphases to detail.
    • Provide outstanding client service to internal and external clients.
    • Extensive cross training within Operations.
    • Other duties as assigned.

    Qualifications

    • 2 years prior experience in a Trust Operations setting strongly preferred
    • Robust industry knowledge of stocks, bonds, mutual funds and unique assets
    • Excellent MS-Excel skills
    • High aptitude for detail and organization
    • Strong teamwork and unquestionable integrity
    • Appetite to excel in a fast paced, multi-dimensional role with strong deadlines
    • College degree or equivalent

     

    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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