Custody Officer
$63,500–$75,000 year
HybridJacksonville, Florida, United States
Job Summary
Manage all elements of account servicing and maintenance, including new account openings, corporate action processing, wire payments, overdraft review, and trade reconciliation. Review daily client and transaction reports to resolve cash or settlement issues timely with Relationship Managers. Coordinate wire disbursements, security deliveries, tax cost adjustments, and corporate action elections while researching complex client inquiries. Work closely with Middle Office Groups and vendors to ensure accurate asset allocation and KYC compliance. Prioritize tasks in a fast-paced environment, making independent decisions on daily issues and escalating risks as needed.
Required Qualifications
- Excellent communication skills
- Ability to multi-task and work in a fast-paced environment
- Ability to make independent decisions on complex daily issues
- Ability to function effectively in a dedicated team environment
- Good organizational skills
- Ability to effectively prioritize work
- Ability to recognize when the need to escalate when potential risk is evident
- Strong work ethic
- Resourcefulness; the ability to take initiative and ownership of projects and assignments
- Strong teamwork and interpersonal skills
- Ability to manage client expectations
- Ability to prioritize work in a fast-paced, client-focused team environment
- Ability to adhere to all internal controls and procedures
- Ability to prioritize work, which requires flexibility when handling multiple tasks and timely decision making
- Ability to make independent decisions on complex daily issues, while recognizing when the need to escalate when potential risk is evident
- Ability to function effectively in a dedicated team environment
- Ability to manage client expectations on project completion or inquiry resolution
- Ability to effectively prioritize work, which requires flexibility when handling multiple tasks and timely decision making
Desired Qualifications
- Strong work ethic
- Resourcefulness; the ability to take initiative and ownership of projects and assignments, at times with more autonomy and little direction
- Strong teamwork and interpersonal skills
- Ability to manage client expectations on project completion or inquiry resolution
- Reliable
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