Trust Operations Outsourcing Specialist - Cornelius / Charlotte, NC

Only for registered members Cornelius / Charlotte, NC, United States

1 day ago

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Job summary

The Trust Operations Outsourcing Specialist performs critical securities related functions for banks that are outsourced by Infovisa Wealth Services.

Responsibilities

  • Monitor and process trades for all security types according to client instructions and custody vendor reports.
  • Accurately post income to trust accounts when notified by custody vendor that money has been received.

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