Senior Trust Operations Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the Trust Administration and the Operations Manager with the daily oversight and management of trust accounts.

• Collect, assess, and process documentation for both new and existing client accounts.

• Ensure that all client records are accurately and promptly updated.

• Aid in the transfer and re-registration of securities for new accounts.

• Conduct data analysis to ensure accurate transaction reporting for internal clients.

• Collaborate with external firms to establish connections with custodial platforms for held-away accounts.

• Work alongside the trust accounting provider to reconcile held-away accounts for precise reporting.

• Assist in the termination of accounts as needed.

• Address out-of-balance situations within the Trust Platform and implement preventive measures.

• Act as the primary liaison for daily reconciliation reports, ensuring precision and timely distribution.

• Oversee and prioritize workflow in addition to managing department inbox requests and inquiries.

• Serve as the main contact with the Trust Accounting service provider to enhance and update operational efficiencies.

• Function as the subject matter expert for the system.

• Review and maintain departmental procedures.

• Implement and uphold internal controls to comply with audit and regulatory standards.

• Collaborate with the Operations Manager and Director of Operations on significant special projects.

• Coordinate with other Operations divisions for seamless support and coverage.

• Lead and mentor Operations Specialists I and II through guidance, training, and support.

• Design and conduct company-wide training sessions on new processes and initiatives.

• Ensure the accuracy, comprehensiveness, and proper distribution of daily, weekly, monthly, and quarterly reports.

• Assume responsibility for additional tasks as assigned.

⛳️ Requirements

• Bachelor’s degree in a related field or equivalent professional experience.

• Familiarity with Trust Accounting platforms is an advantage.

• Proficient in Microsoft Excel and Word.

• Exceptional attention to detail along with strong organizational skills.

• Excellent research, analytical, and interpersonal abilities.

• Capability to identify opportunities for improvement independently.

• A collaborative mindset.

• Proactive approach with the ability to manage multiple tasks simultaneously under tight deadlines.

• Deliberate, detailed, and outstanding communication and interpersonal skills.

• Ability to sit for extended periods while working at a desk and on a computer.

• Must be able to lift up to 10 pounds occasionally.

• Some travel may be required, typically less than 10% of the time.

🏝️ Benefits

• Competitive salary based on the role and individual experience.

• Comprehensive medical, dental, vision, life, and disability insurance with various plan options.

• Complimentary Wellhub fitness and wellness platform membership.

• 401(k) retirement plan featuring a 4% employer match.

• 18 days of paid time off (PTO) for new employees.

• Two floating holidays and nine company holidays.

• Increasing PTO accrual rates with additional years of service, reaching a maximum of 28 days.

• Education assistance program available.

• Company-paid licenses, certifications, and ongoing education.

• Paid parental leave for eligible employees welcoming a child through birth, fostering, or adoption.

• Eight hours of paid volunteer time off.

• Opportunities for professional development, new challenges, and long-term career progression.

• Supportive, team-oriented work environment.

• Occasional travel required, typically less than 10% of the time.