Middle Office Service Support Specialist

BankTalent HQ
Open
United States, Illinois, Urbana
Mar 15, 2025
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: Strong oral and written communication skills The trust operating system Accounting and data processing systems, procedures and controls Ability to: Multi-task and work with little supervision Maintain confidentiality of customer information Take more than normal care to prevent loss to the organization Perform duties under frequent time pressures Education and Training: Associate's degree or High School diploma with 2 or more years related work experience required. Related operations or trust administration experience preferred. Requires knowledge of Microsoft Office.