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Section 1: Position Summary
The Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with the correct tax codes and transaction details. The types of transactions include processing incoming deposits, outgoing disbursements or asset purchases, adjustments of account holdings, and escrow disbursements.
***This is an entry level position***
Section 2: Job Functions, Essential Duties and Responsibilities
- Process high volumes of transactions daily accurately and efficiently
- Review documentation and process transactions based off specific client instructions
- Ensure transactions are coded correctly for tax reporting purposes
- Handle general inquiries from coworkers, clients, or agents Maintain knowledge on current processes, procedures, and IRS regulations
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
- High School diploma, GED, or equivalent
- Excellent communication and interpersonal skills at all levels in the organization
- Strong analytical skills coupled with the ability to think and act strategically
- Basic Microsoft Office program skills (Word, Excel, PowerPoint, Etc.)
- Ability and drive to complete tasks accurately and efficiently by specified cut-off times
- Strong organizational and time management skills
- Keen attention to detail and strong problem-solving skills For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws