Pacer Staffing LLC

Loan and Portfolio Management - Trust Administrator

Pacer Staffing LLC United States
Pacer Staffing LLC

Loan and Portfolio Management - Trust Administrator

Pacer Staffing LLC United States
2 months ago 134 applicants

See who Pacer Staffing LLC has hired for this role

Job Title: Trust Administrator (Nuveen Earn Out Rebate Process - Fiduciary Services)

Duration: 04+ Months

Location: Fully Remote

Notes

  • What is driving this request is that the population of closed accounts has increased since the original payout in 2019. Research will be required to determine the applicable parties to receive funds and the method by which the funds should be remitted (e.g., check, wire transfer, etc.).

Summary Of Work Performed

  • The objective for the project is to return earned funds due to closed accounts by identifying the appropriate party to transmit funds.

Job Description

  • Perform due diligence to determine client contact information or lack thereof. Upon determining the path of fund remittance, prepare appropriate documentation for client communication or escheatment and send monies to the appropriate endpoint.

Daily Responsibilities

  • As stated above, document due diligence; document determination of path of fund remittance; document client communication or escheatment; and send monies. All this will be defined in project guidelines prepared for the contract employee.

Required Skills

  • Diligence is a critical skill as well as investigative abilities.
  • The candidate must be highly organized and be able to follow instructions as per project guidelines.
  • A paralegal or accounting background might be helpful. Experience with the SEI trust system, Lexis-Nexis, or Ancestry would be valuable but not required.

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Staffing and Recruiting

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