Trust Associate

New York, NY, US • Posted 1 day ago • Updated 5 hours ago
Contract W2
On-site
USD $57.97 - 69.57 per hour
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Job Details

Skills

  • Financial Services
  • Mergers and Acquisitions
  • Continuous Delivery
  • Distribution
  • Policies and Procedures
  • Onboarding
  • Payment Processing
  • Banking
  • Regulatory Compliance
  • Reporting
  • Product Management
  • Management
  • Microsoft Excel
  • Conflict Resolution
  • Problem Solving
  • Decision-making
  • Communication
  • MEAN Stack
  • Customer Service
  • Training And Development
  • SAP BASIS

Summary

Software Guidance & Assistance, Inc., (SGA), is searching for a Trust Associate for a contract assignment with one of our premier Financial Services clients in New York City, NY.

Responsibilities :
  • Assist in the implementation and maintenance of Corporate Special Agency (MTN, M&A, CP/CD).
  • Assist Transaction Managers with managing client day-to-day activities related to their transactions
  • Assist with supporting the distribution of relevant rate reset notices
  • Assist Transaction Managers in completion of internal projects related to their transactions and to the firm.
  • Assist with management of document custody request of releases
  • Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
  • Adhere to firm's Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
  • Coordinate with Operations and clients for transaction set-up, activity and reporting.
  • Coordinate with Operations for inquiries from clients.
  • In all matters, demonstrate particular consideration for the banks reputation and safeguarding the firm, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Required Skills:
  • Bachelor's degree or equivalent experience
  • 2-5 years of relevant experience (e.g. operations, transaction management, product management)
  • Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients
  • Ability to adjust priorities quickly as circumstances dictate
  • Ability to manage tight deadlines or unexpected changes in expectations or requirements
  • Intermediate level of expertise with Microsoft Excel and general computer knowledge
  • Demonstrate organizational , problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication skills
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: sgainc
  • Position Id: 26-00760
  • Posted 1 day ago

Company Info

About Software Guidance & Assistance

Founded in 1981, SGA is a technology and resource solutions provider with a national footprint and headquartered in the shadow of Wall Street. We’re a certified women-owned business. We provide contingent staffing, direct placement, and professional and managed services to transform businesses and evolve careers. We’re small enough to tailor our services to each client and big enough to deliver for some of the world’s largest employers. Our professionals are experts in areas such as IT, finance, accounting, risk, and clinical.

SGA provides contingent staffing, direct placement, and professional and managed services nationwide for Fortune 500 companies, mid-size businesses and select startups.

Our core skillsets include all areas of technology – business & data analysis, cyber & network security, database administration, development & architecture, infrastructure, program & project management, quality assurance & testing. We also deliver talent across professional business functions such as finance, accounting, risk, and clinical.

Our Professional & Managed Services team delivers IT projects through onshore, offshore and hybrid delivery models. We develop software products, modernize applications, add features, and integrate and maintain systems. Our scope covers, among others, complex application suites, data management and visualizations, machine learning and mobile applications.

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