Operations Support Associate - Incoming Payments

Choose your next journey with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, 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 Operations Support Associate - Incoming Payments is responsible for providing operational support to the Incoming Payments group. This group is responsible for processes related to depositing funds coming from assets and clients held in custody by Millennium Trust. The position's primary responsibility is data entry and research and processing to assist the team. 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 positive relationships with the Incoming Payments team, firm associates, clients, investment sponsors, and referral partners.

• Complete daily inputting and scanning of checks, wires, and ACH payments into the Trust Accounting System
• Create and run mail merges. Prepare, scan, and mail liquidation follow-up letters, and holdback follow-up letters to the sponsors and clients
• Notate and scan related documents into the Client Account Portal accurately and timely
• Complete processing, data entry and other administrative functions associated with the deposit of funds
• Maintain up to date received documents into the department folders in the Client Account Portal
• Maintain metrics for the team
• Assist with the preparation of file uploads for posting of funds into client accounts
• Ensure that all processing consistently meets established service levels and is done with a high degree of accuracy
• Assisting with any other tasks or projects as assigned

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

• Highschool Dipolma, GED or college degree
• 0 - 2 years of applicable experience
• Ability to be detail-oriented, organized and dependable
• Ability to type, enter data and perform other duties quickly and accurately
• Demonstrated ability to work independently and be proactive in resolving issues and seeking additional work as time allows
• Possess a strong computer aptitude and proficiency with Microsoft Outlook, Excel and Word, particularly Word's mail merge functionality
• Proactive and analytical, able to problem-solve and propose resolutions
• Possess strong 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
• Ability to maintain the highest quality of service
• IRA knowledge and experience with alternative investments and data archival systems 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.