Trust Operations Specialist

Job Description

Job Description

Trust Operations Specialist

Location : Minneapolis, Minnesota

Type : 6 Month Contract | Hybrid Work Environment

Overview :

We are seeking a Trust Operations Specialist to join a local team in Minneapolis. In this role, you will provide critical operational support within the personal trust business, ensuring accurate and efficient account administration while maintaining strong relationships with advisors and clients. This position is ideal for a detail-oriented professional who values accuracy, collaboration, and exceptional service delivery.

Key Responsibilities :

• Support trust account operations by opening new accounts, preparing documentation, and setting up system interfaces for administration.
• Manage account terminations by processing closures, confirming waivers and releases, executing delivery instructions, and removing system access.
• Review and process advisor and client requests, ensuring all transactions comply with established procedures.
• Maintain accurate account data through regular quality control and reconciliation activities.
• Process daily cash transactions, including distributions and adjustments, and resolve reconciliation discrepancies in coordination with internal teams.
• Ensure timely and accurate fee processing and account maintenance.
• Collaborate with advisors and clients to deliver exceptional service and strengthen business relationships.
• Research and resolve issues related to trust accounts, cash activity, and settlements.
• Prepare and review legal and operational documentation associated with account openings, terminations, and other trust activities.
• Contribute to process improvement initiatives and support the overall efficiency of trust operations.

Qualifications : Required :

Preferred :