Investment Operations Associate

Job Type

Full-time

Description

The Investment Operations Associate is a highly skilled support specialist that assists Trust Officers with middle office functions.

We offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions.

Primary Responsibilities:

• Assisting Trust Officers with account termination process
• Assisting Trust Officers with unique asset pricing
• Transferring marketable securities including, but not limited to Stocks, Bonds, Mutual Funds and cash for on-boarding clients
• Transferring assets between internal accounts
• Purchasing, redeeming and processing dividends on bank CDs
• Manual shadow posting, loading and reconciling automated data feed for shadow accounts
• Creating and distributing various reports to Trust Officers
• Adjusting cost for correct cost basis reporting
• Processing back up withholding
  
  

Requirements

• 1-3 years of Financial Industry experience supporting wealth management professionals and/or experience in a law office supporting trusts and estates
• Excellent verbal and written communication skills
• Excellent time management skills with a proven ability to meet deadlines
• Excellent organizational, customer service and attention to detail skills
• Proficient in Microsoft Office applications with the ability to learn new or updated software
• Ability to handle confidential information with tact and discretion
• Dependable and adaptable to changes
  
  

Midwest Trust Company offers a varied portfolio of trust services to fit a wide array of customer needs. We are committed to providing fiduciary services, including everything from living trusts to estate settlement. Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.

Midwest Trust Company is an Equal Opportunity Employer