Stock Records Clerk, Sr. jobs in Louisville, KY

Stock Records Clerk, Sr. maintains records documenting ownership of stock under the control of the brokerage. Completes verification procedures and prepares records for archiving. Being a Stock Records Clerk, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be a Stock Records Clerk, Sr. typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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TRUST CLIENT SERVICES ASSOCIATE SR.
  • Careers at Stock Yards Bank & Trust Co.
  • Louisville, KY FULL_TIME
  • As a Trust Client Services Associate Sr., your day will be filled with opportunities to provide assistance and direction to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.

    Responsibilities

    Daily responsibilities include, but are not limited to, the following:

    • Respond to trust and investment questions, leveraging foundational knowledge of trust, investment and/or estate planning concepts
    • Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed and disbursing funds within limits of certain types of trusts.
    • Effectively communicate with internal and external clients, verbally and in writing
    • Draft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.
    • Expertly prepare presentations for existing clients
    • Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues.
    • Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
    • Assist Advisors with required client annual reviews and clearing exceptions on accounts
    • Maintain service standard activities, COI activities, and other required calling activities
    • Serve as client point of contact when Advisor is out of the office
    • Provide office coverage and support as needed
    • Perform other duties as assigned

    Job Requirements

    The successful candidate will have the following qualifications:

    • Proficient computer application skills in word processing and spreadsheets (Word, Excel)
    • Bachelor's Degree

    • 2 years work experience in a Trust department or related field

    • Self-motivated and dependable
    • Ability to quickly learn trust system and new technology
    • Foundational knowledge of investment, fiduciary, and estate planning concepts
    • Independent decision making ability within limits set by the Wealth Management & Trust Department
    • Excellent communication skills, both written and verbal, with all levels of personnel and clients
    • Excellent grammar, spelling and business writing skills
    • Excellent problem solving skills
    • Ability to prioritize and organize heavy volumes of work
    • Ability to function independently in a multi-task environment, as well as part of a team
    • Ability to maintain confidentiality
    • Must be highly detail oriented
    • Professional appearance and demeanor

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Humana Go365 Wellness & Rewards Program
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    Physical Requirements

    The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type.  All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

  • 8 Days Ago

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Stock Clerk
  • Red River Science & Technology, LLC
  • Fort Knox, KY FULL_TIME
  • Position SummaryTasks include limited aspects of technical supply management work (e.g., inventory management, storage management, cataloging, and property utilization) related to depot, local, or oth...
  • 3 Days Ago

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Stock Clerk
  • Save A Lot - Page2, LLC
  • Louisville, KY FULL_TIME
  • Benefits/Perks Health Insurance Retirement Plan Vacation Holiday Pay Paid Training Full time Opportunity for advancement Company OverviewOur Save A Lot began operations in 1990. We are a family owned ...
  • 9 Days Ago

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Records Analyst Sr.
  • Calsoft Labs
  • La Grange, KY FULL_TIME
  • Nice to Have : ability to track and manage assignmentsAttention to Detaildocument content assignmentMicrosoft ExcelJOB DESCRIPTIONGeneral Overview : At a senior level, designs and implements programs ...
  • 21 Days Ago

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Medical Records Clerk
  • Southern Health Partners, Inc.
  • Lagrange, KY FULL_TIME
  • Organization and Attention to Detail while Maintaining Patient Confidentiality are an integral part of the role of a Medical Records Clerk. While working in a bustling medical unit, appointment schedu...
  • 1 Day Ago

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Records Management Clerk
  • Raag Solutions
  • Edmonton, KY FULL_TIME
  • 100% Onsite Role The records management clerk helps to identify, arrange and maintain records for compliance and risk management. Duties will include the following but are not limited to: • Cleaning w...
  • 11 Days Ago

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0 Stock Records Clerk, Sr. jobs found in Louisville, KY area

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Warehouse Clerk
  • Conagra
  • Louisville, KY
  • **Job Summary** Provides support to warehouse function. Ensures that carriers are notified for freight pick-up and that ...
  • 3/28/2024 12:00:00 AM

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CDL-A Truck Driver- Home Weekly
  • Titan Transfer
  • Louisville, KY
  • What Titan Transfer offers their CDL-A Regional Company Truck Drivers: * Average $65k annually. Top Drivers earn over $1...
  • 3/28/2024 12:00:00 AM

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Operations Supervisor
  • Tennant
  • Louisville, KY
  • With more than $1B in revenue, Tennant Company is a globally recognized leader in the cleaning equipment industry. For t...
  • 3/28/2024 12:00:00 AM

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Local Route Driver
  • Rehrig Pacific Company
  • Louisville, KY
  • Here at Rehrig Pacific, we are all about our people. Since 1913, our organization has focused on sustainable supply chai...
  • 3/28/2024 12:00:00 AM

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Central Supply Technician
  • Kentucky Organ Donor Affiliates
  • Louisville, KY
  • Kentucky Organ Donor Affiliates (KODA) is looking for a compassionate, accountable, and dedicated candidate to join the ...
  • 3/28/2024 12:00:00 AM

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Supply Chain Technician I - Jewish
  • UofL Health
  • Louisville, KY
  • Overview: We are Hiring at UofL Health-Jewish Hospital! Location: 200 Abraham Flexner Way Louisville, KY 40202 Shift: 3r...
  • 3/27/2024 12:00:00 AM

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New Vehicle Delivery Driver/Trainer
  • Holman Automotive
  • Louisville, KY
  • At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empo...
  • 3/27/2024 12:00:00 AM

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MEAT/CLERK
  • Kroger
  • Louisville, KY
  • Job Description Perform general clean-up and stock work in the Meat department and provide customer service. Demonstrate...
  • 3/24/2024 12:00:00 AM

Louisville and Jefferson County have a combined area of 397.68 square miles (1,030.0 km2), of which 380.46 square miles (985.4 km2) is land and 17.23 square miles (44.6 km2) (4.33%) is covered by water. Louisville is southeasterly situated along the border between Kentucky and Indiana, the Ohio River, in north-central Kentucky at the Falls of the Ohio. Although situated in a Southern state, Louisville is influenced by both Southern and Midwestern culture. It is sometimes referred to as either one of the northernmost Southern cities or as one of the southernmost Northern cities in the United St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Stock Records Clerk, Sr. jobs
$39,837 to $48,332
Louisville, Kentucky area prices
were up 1.2% from a year ago