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Unique Assets Specialist

Company: National Advisors Trust Company
Location: Kansas City
Posted on: May 25, 2023

Job Description:

National Advisors Trust Company is a federal chartered trust company. Founded in 2001, NATC provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC's strong and growing asset base make the company one of the nation's largest independent trust company's. Due to NATC's continued growth we are currently seeking a Special Assets Specialist.ResponsibilitiesThe Special Assets Specialist will provide operational support and guidance for NATC's Special Assets business. This role is responsible for performing the daily and periodic functions needed to support and grow the Special Assets business.Work closely with the Asset Services and Trust Administration teams to ensure client satisfactionReview Unique Asset legal documentation, providing necessary input and analysisComplete Capital Calls as neededFree Receipt assets to the desk to perform a buyFree Deliver/sell assets off the desk as neededEnsuring market values are up to dateProvide Stale Dated pricing reports to ensure we are in ComplianceGather supporting legal documentation for Unique Asset onboardingPerform distributions as neededReconcile Vault Audits QuarterlyExecute Letter of Instruction as neededSupport all other trust processes and projects as needed to drive efficiency and build partnershipsCompetenciesCustomer Focus - Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs and giving high priority to customer satisfaction and customer service.Attention to Detail - Taking responsibility for a thorough and detailed method of working.Decision Making - Drawing correct and realistic conclusions and making timely decisions based on available information.Problem Solving - Having the ability to identify problems and issues of varying complexities and to find effective solutions with few guidelines.Adaptability - Maintaining effectiveness in reaching set goals by adapting to changed circumstances, tasks, responsibilities, and people.Continuous Learning - Actively and continuously gaining insight of strengths and weaknesses to identify the relevant areas that need further development (regarding skills and knowledge) and acting upon it.Communication Skills - Strong interpersonal and communications skills with the ability to provide excellent service to external and internal clients.Team Player -Work as a productive member of a cohesive group toward a common goal.QualificationsBachelor's degree in Accounting is preferred3-5 years of financial services or trust experience preferredProficient in Microsoft Office Applications, including Dynamics 365.Knowledgeable and creative problem solverProven ability to prioritize workflow in a fast-paced team environment.Strong attention to detail with excellent analytical skills and the ability to exercise independent judgment consistent with procedures.Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth.Physical RequirementsMust be able to remain in a stationary position for prolonged periods of time.Must be able to work the days and hours required to fulfill the essential functions of the position, generally 8 am to 5 pm, Monday thru Friday, but longer hours and occasional weekends may be required.Constantly operate a computer during workday.This job description is subject to change at any time.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: National Advisors Trust Company, Kansas City , Unique Assets Specialist, Other , Kansas City, Kansas

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