• Job Description

  Req#: 25-38563
  Contract Length: 6 months (with possible extension)

  
  Responsibilities

  • Assist Senior Institutional Advisors (SIAs)/Relationship Managers (RMs) with daily administration of institutional trust and custody accounts.
  • Serve as the first point of contact for institutional clients' front office staff for servicing needs and transaction processing.
  • Independently resolve client inquiries in a timely and professional manner.
  • Monitor accounts for compliance with internal policies and regulatory guidelines.
  • Administer trust and custody relationships related to benefit disbursements, investment management, and commercial banking services.
  • Process cash transactions such as wire transfers, check preparation, cash transfers, and securities trades.
  • Manage daily cash reports for overdrafts and uninvested balances, ensuring proper investment of funds.
  • Develop and maintain relationships with clients and their service providers (consultants, TPAs, auditors, RIAs).
  • Review and interpret institutional client agreements for administrative and fiduciary purposes.
  • Maintain high service standards and contribute to client retention and satisfaction.
  • Participate in client relationship reviews and assist with regulatory reporting (e.g., DOL, PBGC, IRS).
  • Provide backup coverage for other Trust Associates and contribute to team operations, including mail sorting and check deposits.

  
  Required Skills

  • Strong client service orientation and interpersonal communication.
  • High attention to detail, organizational ability, and independent problem-solving.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Kofax PDF.
  • Understanding of trust/custody administration, securities processing, and operational efficiency.
  • Ability to prioritize tasks, make decisions, and adapt in a fast-paced environment.
  • Familiarity with institutional products and reporting requirements.

  
  Experience

  • 2 to 4 years of experience in the financial services industry working with corporate, non-profit, public fund, Taft-Hartley, or Native American clients.
  • Experience in administrative or client service roles within institutional trust or custody operations.
  • Knowledge of bank operations, pension systems, and investment trade execution.

  
  Preferred Qualifications

  • Experience with trust/custody, pension plans, securities lending, charitable accounts, or operating fund clients.
  • Background in client consultation or advocacy.
  • Public speaking or client presentation experience.

  
  Education

  • Bachelor’s degree in a business-related field, or equivalent relevant work experience.
  Reporting Relationship
  • Reports to the Team Lead Manager within the Institutional Advisors team.

  
  About US Tech Solutions:

  US TechSolutions (www.ustechsolutions.com)is global firm providing a wide-range of talent on-demand and total workforce solutions. We are an Equal Opportunity Employer and Prohibit Discrimination and Harassment of Any Kind.

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• About the company

  Our Talent Your Results - This is the premise behind US Tech Solutions. Our flexible engagement model offers right-fit talent on-demand - when, where and how you need it, so you can achieve your business objectives. We offer contingent, contract-to-hire or direct staffing services. At USTECH, we understand how critical talent is to every organization, as well as how the world of work and the workplace is changing. We offer the most effective means to help you acquire, manage and optimize talent. USTECH was founded in 2000 by Manoj Agarwal. Today, we are a global firm offering talent solutions to 150 customers including 20% of Fortune 500 across Financial Services, Healthcare, Life Sciences, Aerospace, Energy, Retail, Telecom, Technology, Manufacturing, and Engineering.

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