Business Operations Sr Representative (Hybrid)

Overview:

The Trust Administration Sr. Rep is an essential support role for Securian Trust's tax reporting, new business onboarding, and business operations functions. This associate will collaborate closely with key areas of the trust company, and play an important role in the day to day operations and success of the team. This position offers exposure to a broad range of financial services knowledge, and is a great opportunity for someone who wants to learn and grow in the financial services and trust administration space.

Responsibilities Include But Not Limited To:

Manage tax activities related to fiduciary and individual returns for trust accounts and trust clients.

Coordinate the tracking and resolution of tax questions as they arise throughout the year.

Manage the operational components of the tax season in conjunction with multiple vendors.

Support the trust administration team with cash movement creation and approval.

Support IRA RMD (Required Minimum Distribution) management.

Assist with preparation of new business paperwork.

Provide ad-hoc reporting support to all departments.

Prepare and review monthly reconciliations (fee revenue, advisor compensation, suspense accounts, tax withholding and cash management).

Perform special accounting reports for trust accounts as required by the Courts.

Qualifications:

Financial services experience.

Effective problem-solving and decision-making abilities while working independently and as part of a team.

An interest in learning investment and securities knowledge of stocks, bonds, mutual funds, and alternative assets.

Experienced in the Microsoft Suite of applications: Excel, Word, Outlook, SharePoint, and Access.

Strong organizational skills, attention to detail, and analytical ability.

Customer service skills to maintain positive client and inter-department relationships.

Preferred Qualifications:

Banking or trust operations experience.

Knowledge of SEI SWP, SAP Business Objects, other trust accounting systems, and trading platforms.

Physical Job Requirements:

Ability to utilize keyboard, mouse and computer for up to 8 hours per day.

Ability to work at least 40 hours per week.

Ability to utilize telephone for 4-6 hours per day.

Securian Financial has been around for 140 years. We're committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There's a reason our employees have voted us as a best place to work year after year! In addition:

Generous paid time off. We want you to take time off for whatever matters most to you!

Tuition reimbursement program. We value continuous learning at Securian!

Company-funded pension plan as well as 401K retirement plan - great resources to secure your financial future.

Continuous opportunities for new challenges.

Variety of health plan options as well as dental and vision plans.

Paid maternity/paternity leaves.

Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone (voice), 711 (telecommunications relay), or by email at .

To view our privacy statement click here

To view our legal statement click here
PandoLogic. Category:Marketing & Biz Dev