Middle Office Specialist

Job Description

Job Description

Job Description

Title: Middle Office Specialist

Department: Trust Operations

Pay Range : TBD

FLSA Status: Nonexempt

Report to: Middle Office Manager

Date:

Company Profile: Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $90 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 Middle Office Group oversees operational and administrative functions for Argent’s Front Office. This includes managing workflows in accordance with company policies and procedures, identifying opportunities for greater efficiency and reduced risk, and acting as a liaison between the front and back offices.

Job Summary :

The position will support Argent’s Front Office personnel by serving as a daily knowledge resource, quality control checkpoint, and primary liaison to Trust Operations. The individual is expected to possess a strong knowledge of administrative, operational, and compliance procedures and workflows.

Job Specifics: Middle Office Specialist

1. Assist in overseeing and implementing Middle Office and Administrative policies and procedures.
2. Act as a liaison for Operations, Compliance, and Administration, ensuring cross-functional alignment and seamless communication.
3. Provide training for Administrators and Middle Office team members, including guidance on Account setup, Account maintenance and best practices for admins.
4. Assist with onboarding for acquisitions and new administrative employees

5. Perform quality control checks on new accounts to ensure accurate setup and coding.

6. Update and maintain desk procedures for front office and middle office

Knowledge, Skills, and Abilities:

Must be detail oriented, with strong analytic, research and communication skills.

• Proficient in Microsoft Office and comfortable navigating business software platforms and cloud-based tools.
• Ability or experience with analyzing data and working with large data sets
• Ability to work in a team environment.
• Ability to establish priorities, work independently, and proceed with objectives with minimum supervision.
• Helpful for FIS Addvantage experience or other trust accounting systems
• Helpful to understand wealth management business Trust, IRAs & Agency accounts.

Credentials and Experience:

• College degree in business related field preferred.
• 2-3 years in the financial services industry
• Trust industry experience
• Equivalent combination of education and experience.