What are the responsibilities and job description for the Middle Office Service Support Specialist position at BankTalent HQ?
Position Summary
The Middle Office Service Support Specialist is responsible for completing various middle office operations functions and ensuring that there is a seamless and integrated flow of information between Trust Administration, Trust Operations, Tax, Compliance, and Investments. The Level I position has limited decision-making authority while the Level II position has routine decision-making authority.
Duties & Responsibilities
- Complete account opening / closing procedures.
- Assist Wealth Advisory Personnel in the client onboarding process.
- Ensure client access to online wealth management programs; providing on-going service support to the client.
- Review and send client documents & notifications on accounts.
- Perform ongoing account maintenance & updates.
- Assist Compliance department with meeting necessary standards.
- Review and maintain liability insurance for real estate held in trust accounts.
- Maintain assets in safekeeping vault & integrity of client vault files.
- Assist with frontline training for Wealth Advisory associates on processes, procedures, and systems.
Education & Experience
Knowledge of :
Ability to :
Education and Training :
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range : $17 - $22 / hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Salary : $17 - $22
