Middle Office Associate, Investment Operations

Job overview

The Middle Office Associate, Investment Operations role is onsite in Leawood, KS. Compensation is not specified. The role supports trust officers and wealth advisors in trust administration and investment operations. The associate coordinates account onboarding and transfers, processes securities activity, reconciles records, prepares reports, and supports compliance and risk controls. Accurate and timely operational support helps internal teams serve clients while maintaining fiduciary integrity and regulatory compliance.

What you'll do

• Support trust officers and wealth advisors
• prepare reports
• research account inquiries
• coordinate account onboarding and asset transfers
• process securities activity
• maintain shadow accounting data
• reconcile accounts and resolve discrepancies
• support reporting, compliance reviews, audits, and operational risk controls.

What we're looking for

Skills & competencies

middle office associate

investment operations

trust administration

asset transfers

securities processing

reconciliation

client reporting

fiduciary compliance

leawood ks

mtc holding corporation

wealth management

account onboarding

Work arrangement

• Weekend coverage required

Why this role

Supports trust administration, custody operations, investment management, and wealth advisory teams; 1–3 years of relevant financial services or trusts-and-estates experience required.

About the employer

MTC Holding Corporation is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.