Client Services Trust Admin

Adecco is assisting a local client recruiting for a Client Services Trust Administrator position in Santa Ana, CA. This is an excellent opportunity to join a winning culture and get your foot in the door with a reputable financial company that promotes professional development, values accuracy and customer commitment, and offers a collaborative environment. If you are interested and you meet the qualifications listed below, apply now!

Job Summary:

The Client Services Trust Administrator will support the RMBS/CMBS Product department. You will perform the daily administration of over 100 trusts. You will be responsible for ensuring monthly distribution payments are made to investors and will be managing the domestic trust cash accounts which includes outgoing and incoming wires, transfers, inputting mutual fund investments and reconciliation. In this role you will be responding to daily inquiries from Clients, Investors and other deal parties. You will be working on deal set-up for onboarding new transactions and ensuring company policies and procedures are followed while closing new transactions. Daily engagement and collaboration with other global teams is required.

Ideal Candidates:

• Candidate must have strong Microsoft Office proficiency in Excel and Word, as well as have finance industry experience in structured products. Cash experience, including cash reconciliation and sending wires preferred.

Responsibilities for the Client Services Trust Administrator includes but not limited to:

• Review and approve payments to holders.
• Set up and complete cash movement i.e. wires, transfers, mutual funds.
• Assist with inquires with investors and other deal parties.
• Make sure all billing is completed timely.
• Receive and review compliance due from deal parties.
• Collaborate with team members and management on any ad hoc projects.

Qualifications:

• Bachelor’s degree preferred.
• 1-3 years experience in a finance related industry.
• Strong understanding of RMBS/CMBS Product.
• Excellent organizational skills with the ability to analyze and improve processes.
• Able to operate calmly and efficiently in a high volume, intense atmosphere that maintains a very low margin of error.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams). *Testing Required.
• Excellent verbal and written communication skills.
• Friendly, with a professional demeanor and dependable.
• Ability to work independently and as part of a team.

Required Skills Customer service orientation Strong interpersonal skills Attention to detail Time management Problem-solving skills Professional telephone etiquette Administrative and clerical skills

Physical Requirements Ability to sit for extended periods. Ability to operate standard office equipment. Occasional lifting of office supplies and packages up to 20 pounds.

What’s in this position for you?

• Pay: $35.55 / Hr
• Long-Term Contract
• HYBRID - Santa Ana, CA
• M-F 7:30 a.m. - 4:30 p.m. PST - Hybrid 2-days after training has been completed. Fully Onsite while training (anticipated to be 3 months)
• Weekly paycheck
• Dedicated Onboarding Specialist & Recruiter
• Access to Adecco’s Aspire Academy with thousands of free upskilling courses

This Client Services Trust Admin role is being recruited for by one of our Virtual Delivery Team and not your local Branch. For instant consideration for this position and other opportunities with Adecco in Santa Ana, CA, apply today!

Pay Details: $35.55 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.