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Custody Operations Specialist

Insight Global

Saint Paul, MNJob$18–19/hrSeen 1 day agoSeen in employer's feed today

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At a glance

Compensation
$18–19/hr
Location
Saint Paul, MN
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Associate's degree

Job overview

A Custody Operations Specialist will be the first point of contact for the Global Custody organization, managing onboarding of clients in trust accounts, handling high‑level relationships with external parties, and facilitating account openings while ensuring detailed, critical‑thinking‑driven communication and Excel‑based reporting.

Skills & qualifications

RequiredNice to have

Skills

Critical ThinkingProblem SolvingExcelUnderstanding a MacroGreat CommunicationAttention to DetailEnergyWork EthicCustomer ServiceData EntryCall CenterCorporate Office ExperienceBalance Reports

Qualifications

Bachelor's Degree or Associates

Full job description

Job Description

Day to day: A client of Insight Global is looking for a Custody Operations Specialist to join their Global Network Management team of 8 in St. Paul, MN. This person will be the first point of contact for the Global Custody organization as they play a role in the onboarding of clients in trust accounts and the global market within trust accounts. They will be managing high level relationships with external parties of varying account types such as individual holders, investment advisors, brokers, and high level partners. As well as communicating with different business line officers, VP's, and admin interim while facilitating the opening of accounts for trust funds or individuals. This person must be a critical thinker who is detail oriented, well versed in Excel, and an excellent communicator. We can pay between 18/hr-19/hr.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

  • Bachelor's Degree or Associates with years of equivalent experience in any field.
  • Critical thinking and Problem Solving experience
  • Excel experience (v-look ups is critical)
  • Understand a macro (not creating it) Great communication, attention to detail, energy, and work ethic! -Some college -Customer Service experience (hostess, server, receptionist, secretary) -Data Entry -Call Center -Corp Office Experience -balance reports Understand a macro (not creating it)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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