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Title: Trust Operations Specialist – Settlements/Income
Department: Trust Operations
Pay Range : TBD
FLSA Status: Non-exempt
Report to: Settlements/Income Supervisor
Company Profile: Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $65 billion in client assets. Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil, and gas (mineral) management, and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.
Department Profile:
The role of Trust Operations Specialist Settlements/Income is a dynamic team-based role within Argent’s Operations Department. The Operations Department’s responsibilities cover activities that support the overall services provided to Argent’s clients. Some of the services supported by Operations include (but not limited to), account transfers, asset movement, client deposit and disbursement processing, fund accounting, mail processing, and reconciliation of client and DDA accounts. The Operations Department interacts daily with internal personnel and external institutions.
Job Summary :
The Settlements/Income Analyst is responsible for the daily income and interest settlements of stocks, bonds, mutual funds, and other income producing assets held at Argent’s global depositories.
Job Specifics: Settlements/Income
Knowledge, Skills, and Abilities:
Credentials and Experience:
Full Time
$58k-72k (estimate)
05/02/2024
05/15/2024