Supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Tracks confirmations, audits transactions according to policy. Researches and resolves any issues. May require an associate degree. Typically reports to a supervisor. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience.
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Join a company that is making a difference, and where contributions are recognized and valued. . At. Covenant Trust Company. we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference in the world around them. . We are a non-depository trust company. chartered in 1988 and ...
