Financial Services Processor

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

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.