Senior Trust Operations Specialist

Senior Trust Operations Specialist

Genesis10 is currently seeking a Senior Trust Operations Specialist with our client in the financial industry. This is a three-month contract position. This role is fully remote. Compensation : $50-60 per hour W2, depending on skill and experience level. The Senior Trust Operations Specialist will support our client's Personal Trust Services (PTS) group. This role is critical to ensuring the accuracy, efficiency, and integrity of trust operations functions, including account maintenance, reconciliation, and settlements. Only candidates with direct Trust Operations experience will be considered.

Provide expert operational support for the client, FSB Personal Trust Services (PTS) book of business. This includes complex opening and termination of accounts, disbursements and cash movement, advisor and client communication, as well as training, quality assurance, and project support. Responsible for establishing and maintaining positive internal, external, advisor and client relationships, quality customer service and client retention. Responsible for complex account operations functions, including opening of new accounts and closing / de-funding accounts in the administration system, completing all necessary paperwork, initiating and tracking funding and establishing interfaces with all feeder and satellite systems used in account administration. Support PTS in assuring account data integrity. Responsible for quality control delivering quality customer service ensuring positive advisor / client relationships. Responsible for working with others across the firm who support or service PTS accounts and builds productive working relationships. Provide system processing functions to include system posting, process management review and approval, batch processing, and other reporting.

Key Responsibilities :

• Manage and execute daily Trust Account and DDA reconciliations
• Perform client and account maintenance, including new account setup and termination
• Handle cash and fee processing, disbursements, and settlements
• Process account closures and de-funding activities
• Manage and validate Daily Net Settlement
• Ensure quality assurance and data integrity across systems and reports
• Act as a liaison between advisors, clients, and internal teams for trust-related activities
• Support operational projects and training as needed
• Utilize systems such as FIS / Charlotte (experience preferred, not required)

Must-Have Qualifications :

Preferred / Desired Skills :

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, apply today!

About Genesis10 :

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10 :

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Genesis10 is an Equal Opportunity Employer / Minorities / Female / Disabled / Veteran