Title: Custody Operations Specialist
Job Location: Saint Paul, MN 55107
Duration: 12 month contract with possible extension or perm.
PR: 18hr – max 19.23/hr
Start Date: ASAP
Interview Times: One and Done 30-45 min Teams interview
Work Hours: Monday-Friday vary between 7-6pm Team goes in Tuesday - Thursdays and M/F at home
Must haves:
- HS diploma with 5 plus years client focus roles like waitress
- Bachelor's Degree or Associates with years of equivalent experience in any field.
- Critical thinking and Problem Solving experience
- Excel experience (v-look ups is critical)
- Understand a macro (not creating it)
- Great communication, attention to detail, energy, and work ethic!
Plusses:
-Some college
-Customer Service experience (hostess, server, receptionist, secretary)
-Data Entry
-Call Center
-Corp Office Experience
-balance reports
Day to day:
A client of Insight Global is looking for a Custody Operations Specialist to join their Global Network Management team of 11 in St. Paul, MN. There will be 4 weeks of training to learn and understand the operations and responsibilities within the group. This person will be the first point of contact for the Global Custody organization as they play a role in the onboarding of clients in trust accounts and the global market within trust accounts. They will be managing high level relationships with external parties of varying account types such as individual holders, investment advisors, brokers, and high level partners. As well as communicating with different business line officers, VP's, and admin interim while facilitating the opening of accounts for trust funds or individuals. This person must be a critical thinker who is detail oriented, well versed in Excel, and an excellent communicator.
