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Asset Control Specialist
JACKSON MS 39203
Category: Other
  • Your pay will be discussed at your interview

Job code: lhw-e0-90648097

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Trustmark National Bank

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Summary

  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
       
  1 Views, 0 Applications  
 
Asset Control Specialist
The purpose of this job is to support the Asset Control Manager in any of the processes, functions and activities as assigned or requested pertaining to the records, transfer, or custody of Trust assets, including corporate action events and responses, fulfillment or settlement of asset trading or asset delivery and receipt, vault custody control, income collection, and the complete and accurate maintenance of financial and static asset records and data. Assets may include a broad range of marketable or non-marketable debt or equity securities, real estate, mineral interests, collectibles, partnerships, or assets held at other institution for the benefit of clients.




+ Support as assigned or requested the procedures and controls that assure that client asset activity is fulfilled in a timely, accurate and complete manner, including but not limited to trade settlement, asset transfer, income collection, security events, and corporate action responses.


+ Support as assigned or requested the creating, subscribing, assimilating, loading and maintaining accurate and complete asset records with proper controls, including data pertaining to platform subscribed assets, firm specific or any other Trust assets.


+ Support as assigned or requested the procedures and controls for any physical assets held in Trust vaults throughout the firm, and that vault processes are strictly adhered to.


+ Support as assigned or requested the control and maintenance, quality, accuracy, and completeness of all asset records and data, and execute corrective measures when instructed to do so.


+ Continuously develop personal subject matter expertise on the characteristics of assets held and the operational handling and transfer of assets.


+ Support the Asset Control Manager or the Wealth Management Firm Operations Manager as requested for unit projects, or operational events.






+ General knowledge of the characteristics and industry practices on a broad range of marketable and non-marketable debt or equity securities, real estate, mineral interests, collectibles, partnerships, or assets held at other institutions for the benefit of our Trust clients.


+ Time management principles to prioritize workload


+ Propensity to achieve high client service levels


+ Interpersonal and collaboration skills


+ Communication skills (oral and written)



+ PC, PC application, and data reporting skills


+ E-mail and Internet skills


+ Research and analytical skills


+ Sound judgment and ability to make decisions


+ Must complete and comprehend SEI PLATO training assigned for role


+ Must pass basic Microsoft Word and Excel tests


+ Expectation of proficiency in spreadsheet and word applications






Degree:

+ High School Degree plus 10 years of experience in a role pertaining to asset custody, settlement, transfer and record keeping at a financial institution; or

+ Technical/Vocational School plus 4 years of experience in a role pertaining to asset custody, settlement, transfer and record keeping at a financial institution; or

+ Associates Degree in a business related field with 3 years of experience in a role pertaining to asset custody, settlement, transfer and record keeping at a financial institution; or

+ Bachelor's Degree in a business related field with 1 year of experience in a role pertaining to asset custody, settlement, transfer and record keeping at a financial institution; or

+ Bachelor's Degree plus 2 years experience in a role pertaining to asset custody, settlement, transfer and record keeping at a financial institution







Preferred Certificates:

+ Prior attainment of a FINRA Series 6, 7, 24, etc.

+ Certified Securities Operations Professional ("CSOP")

+ Certified Fiduciary and Investment Risk Specialist ("CFIRS")

+ Graduate from Cannon Financial Schools, Southern Trust School or Northern Trust School

+ DTCC Learning Certifications










ID: 2018-10697

FLSA Status: Non-Exempt

Working Hours: Monday - Friday; 8:00a.m. - 5:00.pm.

External Company Name: Trustmark National Bank

External Company URL: www.trustmark.com

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