Trust Account Manager – Institutional – Middle Office
Company | Fidelity National Information Services |
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Location | Houston, TX, USA, Remote in USA, Jacksonville, FL, USA, Atlanta, GA, USA |
Salary | $80960 – $131960 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s degree in business administration or finance, or equivalent combination of education, training, and work experience
- Typically, at least 4 years of financial services industry experience in managing institutional assets, and one or more years of leadership responsibility
- Knowledge/experience with structured finance, preferably CLO/CDOs, syndicated loans, or corporate trust securities, as well as trust systems
- Understanding and direct work experience with cash reconciliations, waterfall calculations, compliance testing, financial transaction processing, data analysis, and reporting
- Ability to establish and maintain effective working relationships with all levels of management, colleagues, and clients (internal & external)
Responsibilities
- Oversee daily transaction & reporting activity of assigned outsourcing relationships
- Support personnel at client institutions in day-to-day routines and financial processing
- Solve complex problems through research and/or communications with clients, liaisons, and internal teams
- Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy
- May select, develop, and evaluate personnel to ensure the efficient operations
- May establish operational objectives, work plans, and assignment delegation
Preferred Qualifications
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No preferred qualifications provided.