Financial Services Processor

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Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services—and we pride ourselves in being responsive, honest, and personable.

Section 1: Position Summary

Responsible for supporting the team in providing a high level of service to both internal and external clients; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. This role involves a deep understanding of alternative assets, investment documentation, prohibited transaction rules and effective communication with external clients as it relates to the individual role and the organization as a whole.

Section 2: Job Functions, Essential Duties and Responsibilities

• Timely and accurately review, process and execute investment purchases (real estate, promissory notes, LLCs, private stock, precious metals etc)
• Research and report potentially fraudulent or prohibited transactions
• Handle time sensitive or escalated client requests via phone and email
• Utilize workflow management systems for review, processing and verification of all requests
• Follow up with clients/agents/investment companies regarding pending transactions and timely processing of investment purchases
• Provide management reporting as required
• Achieve SLA's, and work with other departments to increase interdependency awareness
• Visualize the big picture and understand details to achieve a desired outcome
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelors degree in Accounting, Business Administration, Mathematics, or equivalent financial services work experience
• Prior participation in industry specific education or certification courses, including document review and processing
• Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
• Able to prioritize and meet deadlines
• Self directed with ability to take initiative
• Good interpersonal skills
• Work closely with others in a team setting
• Strong math skills
• Excellent attention to detail and ability to proof
• Software Skills: Access, MS Office 2007 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
• Promote a positive and professional working environment
• Knowledge of effective research methods including the Internet, eResource, and other IRA systems.

We are proud to be an Equal Opportunity Employer

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