Asset Services Specialist (Onsite)

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Asset Services Specialist is responsible for performing various shared service related to both alternative and traditional asset. Services are provided to all Asset Operations teams as well as partner teams within Millennium including Transaction Services and Fund Custody. The ideal candidate will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities, capacity for multitasking, and the ability to prepare and process correspondence in a timely manner. Through verbal and written communication, the incumbent will develop, strengthen and maintain a positive relationship with the Asset Operations, firm associates, clients, investment sponsors, and referral partners. work whereby each Administrator has specific responsibilities but will cross-train and rotate through a number of different operational functions.

• Monitor and process activity related to specialty alternative asset classes including private stock, warrants, real estate, precious metals and annuities
• Review and record vault asset deposits and withdrawals and assist with the vault audits
• Review and record lock box deposits and withdrawals relating to the Incoming Physical Securities procedures
• Maintain the asset security master within the Trust Accounting System
• Maintain and review, update the contact master within Salesforce
• Process bankruptcy and other court-related notifications, prepare requests for asset devaluations and process monthly updates related to approved impairments
• Research and resolve any issues that arise in the course of these processes
• Ensure that work generated consistently adheres to Company policies and procedures and meets established service levels
• Create and maintain written operating procedures related to assigned functions
• Actively share ideas to improve department processes and efficiencies
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Highschool, GED or college degree
• 1 - 3 of applicable experience
• Ability to be detail-oriented, organized and dependable
• Possess a strong aptitude for numbers and reconciliations
• Proactive and analytical, able to problem-solve and propose solutions
• Operate efficiently, with a high degree of accuracy and follow-through
• Proven ability to both prioritize and manage multiple tasks to completion
• Ability to work effectively and accurately under pressure
• Possess excellent verbal and written communication skills
• Operate with a high sense of responsibility and conscientiousness in delivering results
• Optimistic with a consistently positive and flexible attitude
• Demonstrated strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook
• Ability to maintain the highest quality of service
• Working knowledge of Trust Accounting System, IRAs and alternative assets preferred

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.