Trust Services Specialist

Orion is a company that values support and innovation in the financial services industry. As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company, including managing mutual fund and annuity transactions and addressing client inquiries.

Responsibilities

• Work directly with the fund or annuity company to re-register mutual funds and annuities
• Update broker dealer and representative information at the fund or annuity complex
• Continuously in contact with CTC advisors to address new account paperwork issues
• Determine whether client terminations are transfer "in-kind requests" or "liquidations"
• Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP
• Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
• Ability to learn internal and external systems such as Advisor Desktop, Orion Connect , Web Portal, Salesforce, BridgeNet, and Power Agent
• Process address changes for CTC clients
• Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
• Perform system demonstrations to prospective clients
• Process and follow-up on new account paperwork and asset transfers for new accounts
• Process all incoming check contributions
• Determine the contribution type and enters into cash accounting system
• Confirm daily cash deposit to ensure correct deposit to the client's accounts
• Daily contact with advisors to answer questions regarding new accounts and transfers
• May perform other duties as required and assigned

Skills

• Knowledge of the securities industry
• Good understanding of the securities industry
• Minimum of a High school diploma
• Minimum of 6 months customer service experience
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
• Bachelor's degree in Business Administration or related field
• Minimum of 1-2 years of experience in the financial services industry

Benefits

• Health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• Paid parental leave
• Pet benefits including pawternity leave and pet insurance
• Student loan repayment and more

Company Overview