Description

About Accutech

Since 1987, Accutech Systems Corporation (ASC) has been dedicated to delivering innovative products and services to the financial industry. While we’re proud of our products and services, we know that our success is rooted in a culture we work hard to foster and protect. The foundation of our culture is our purpose to “make great things happen for other people,” and that purpose comes from our leadership’s faith in God and commitment to His mandate to love and serve others. Accutech welcomes teammates from any, or no, faith perspective who are committed to this ideal – that success is achieved when we make great things happen for others.

Requirements

Position Summary

The Business Process Outsourcing Specialist is responsible for accurate processing and reporting of trust payables, receivables, securities settlement and custody, document generation and review, and trust system maintenance. Manage multiple tasks under a time sensitive delivery schedule, maintain confidential client information in a highly-regulated environment, and assist in the compliance with applicable laws, regulations, regulatory requirements, as well as internal policies and procedures. The specialist will participate in the execution of special projects.

Responsibilities

Oversee and assist with daily trust and securities operations activities.
Process dividend and interest income activity related to client holdings held by custodian ensuring timely deposit of funds to client accounts while maintaining complete and accurate documentation and evidence of account balancing.
Ensure accuracy of daily trust account processing and balance daily reports.
Reconcile assets held at custodian(s).
Prepare appropriate documentation to obtain client authorization for processing of certain requests.
Review, maintain and retain in appropriate locations, all required documentation ensuring complete and accurate retention per policy
Participation in designated groups and projects as assigned
Develop, maintain and improve standardized documentation, procedures, processes and scripts related to duties and responsibilities.
Participates in ASC’s conferences and regional trainings.
Provide assistance in developing, maintaining, and testing disaster recovery plans.
Stays abreast of all related industry best practices, trends, new technology and methodologies.
Maintain general knowledge of ASC’s products and services.
After hours and weekend work required when necessary.
Other duties as assigned

Education and Experience Requirements

College degree in a related field such as finance, or accounting or equivalent work experience.
CSOP, ATOP, or other industry certifications preferred
Ability to juggle multiple and competing priorities and multi-task effectively and without getting rattled
Ability to maintain a positive attitude and professional demeanor in stressful situation
Willing to consider remote work option for the right candidate

Skills & Personality Traits

Ability to organize, track and prioritize tasks and projects to ensure timely completion.
Technical ability [or knowledge] in the areas of trust operations and financial services
Demonstrated understanding of technical solutions
Strong customer service focus and project management skills
Ability to establish and maintain effective relations with employees, vendors and clients
Strong problem solving and critical thinking skills
Ability to plan, assign, review, supervise, and inspect all aspects of the outsourcing process, schedule project change requests and coordinate work with other departments if necessary
Ability to express ideas clearly concisely, verbally and in writing to groups and individuals

We are interested in every qualified candidate who is lawfully eligible to work in the United States. However, we are unable to sponsor visas.

Accutech Systems Corporation is an Equal Opportunity Employer.