Middle Office Specialist

  • July 12, 2018

Position Summary:  The position will serve Argent’s Trust & Investment officers on a day to day basis by being a knowledge resource, quality control point, and daily conduit to Trust Operations. Individual is expected to be well versed in administrative, operational and compliance procedures and workflows.

Essential Functions:

  • • Oversee administrative workflow by validating work is in line with written procedures.
  • • Provide direction to administration and investments on how to properly setup account and client records within the Trust Accounting system.
  • • Review new accounts for accuracy and correct coding.
  • • Guide administration & Investments with operational and procedural processes.
  • • Will serve as secretary for Trust Committee meetings on a monthly basis.
  • • As secretary for Trust Committee meetings, responsible for organizing, scheduling and recording of Committee minutes.
  • • Provide oversight to branches for general compliance monitoring.
  • • Will serve in a lead role for requesting and gathering information and reports for various Audits.
  • • Special tasks as assigned.
  • • Projects as needed.

Location:  The position may be located in any Argent office; however, preference will be given to candidates in Dallas, Fort Worth, Austin or San Antonio, Texas.

Submit resumes to humanresources@argentfinancial.com.