OneMain Financial Jobs

Genesis10 is currently seeking a Senior Trust Associate for a contract position with a Regional Financial Institution located in Cleveland, OH. This is an on-site 6- month contract opportunity. Pay range: $27.00 per Hour This role is accountable for assisting a Senior Institutional Advisor/Relationship Manager with a book of institutional relationships, with an emphasis on client service and daily administrative duties. The ideal candidate will develop and maintain in-depth knowledge of products and services, acting as a primary point of contact for all client servicing needs and inquiries, including transaction execution and processing.Responsibilities:

• Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting
• Demonstrate knowledge relating to the institutional trust/custody client needs and product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc)
• Process, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and executes securities trading
• Review and manage daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately
• Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA's, etc
• Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes
• Maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners
• Mitigate risk by servicing assigned institutional client relationships in compliance with company policies and procedures, as well as with regulatory and legal requirements
• Lead by example and demonstrate client focus and teamwork towards both clients and employees
• Perform/participate in client relationship reviews
• Assist clients with required reporting to various government agencies (i.e, DOL, PBGC, IRS, etc)
• Provide back up to other Trust Associates
• Assist with processing check deposits, sort, and review mail for the team

Requirements:

• 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American clients in administrative capacity or other client service roles
• Demonstrated strong client service skills
• Securities processing and bank operations knowledge
• Excellent analytical, communication (oral and written), interpersonal and problem resolution skills
• Undergraduate degree in business-related field or equivalent work experience
• Strong PC skills, especially Excel, Word, Kofax PDF and PowerPoint

Desired skills:

• Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs
• Client consultation/advocate background
• Public speaking experience
• Personal effectiveness
• Communication
• Independent problem solving
• Decision making/Prioritizing
• Customer service orientation
• Occupational / Technical knowledge
• Adaptability / Flexibility/Detail oriented

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are intere