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Sr. Trust Operations Professional
Minneapolis, Minnesota  |  Remote
Contract Position
It appears that you have already applied to this job.
Applied on August 8, 2022
Job Id #57494 Posted July 5, 2022

Description:
  • Provide expert operational support for the client's  Bank, FSB Personal Trust Services (PTS) book of business.
  • This includes complex opening and termination of accounts, disbursements and cash movement, advisor and client communication, as well as training, quality assurance, and project support.
  • Responsible for establishing and maintaining positive internal, external, advisor and client relationships, quality customer service and client retention.
  • Responsible for complex account operations functions, including opening of new accounts and closing/de-funding accounts in the administration system, completing all necessary paperwork, initiating and tracking funding and establishing interfaces with all feeder and satellite systems used in account administration.
  • Support PTS in assuring account data integrity. Responsible for quality control delivering quality customer service ensuring positive advisor/client relationships.
  • Responsible for working with others across the firm who support or service PTS accounts and builds productive working relationships.
  • Provide system processing functions to include system posting, process management review and approval, batch processing, and other reporting.

Horizontal is proud to be an Equal Opportunity and Affirmative Action Employer. We seek to provide employment opportunities to talented, qualified candidates regardless of race, color, sex/gender including gender identity and/or expression, national origin, religion, sexual orientation, disability, marital status, citizen status, veteran status, or any other protected classification under federal, state or local law.

In addition, Horizontal will provide reasonable accommodations for qualified individuals with disabilities. If you need to request a reasonable accommodation in order to complete the application or interview process, please contact hr@horizontal.com.

All applicants applying must be legally authorized to work in the country of employment.

EQUAL OPPORTUNITY EMPLOYMENT SURVEY

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You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Horizontal is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

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