Temp Operations Support Associate - Asset Services

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 is responsible for providing operational support as part of the Asset Services group. This group is responsible for performing various shared services related to both the Alternative and Traditional Asset teams. The position's primary responsibilities are to process asset-related electronic and physical mail as well as support the Transfers and Asset Services teams as needed. 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.

• Sort, scan and distribute purchase, re-registration and exchange confirmations, sponsor statements and other correspondence received via email and accessed through portals
• Sort and distribute incoming physical mail including scanning documents into the firm data archival
• Create and run mail merges
• Prepare, scan and mail client and sponsor correspondence
• Prepare and eRecord deeds for re-registration purposes
• Assist with Custodian follow-ups for incoming transfers
• Assist with completion of additional documents and other requests related to incoming and outgoing transfers
• Communicate with internal departments, external investment sponsors and clients to resolve issues via email, physical mail, or phone
• Ensure that all processing consistently meets established service levels and is done with a high degree of accuracy
• Other duties as assigned

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

• 0-2 years of applicable experience
• Quick learner, inquisitive and curious
• 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.