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Senior Trust Operations Analyst
Senior Trust Operations AnalystRobert Half • Minneapolis, MN, US
Senior Trust Operations Analyst

Senior Trust Operations Analyst

Robert Half • Minneapolis, MN, US
2 days ago
Job type
  • Temporary
Job description

Job Description

Job Description

Senior Trust Operations Analyst (Contract)

Location : Fully Remote

Contract Duration : 3 Months

Pay Rate : $41 / hr-51 / hr

About the Role :

A Financial Advice & Wealth Management company is seeking a Senior Trust Operations Professional to join their team on a short-term contract basis. This individual will provide expert-level operational support for a complex book of trust business, with a focus on account lifecycle processing and daily operational functions.

This is a high-impact role requiring direct experience in Trust Operations (not Trust Admin, Trust Investment, or Compliance). Candidates without direct trust operations experience will not be considered.

Key Responsibilities :

  • Open new trust accounts and process complex account terminations
  • Perform client and account maintenance in trust administration systems
  • Reconcile Trust Account DDAs
  • Process cash transactions and fee disbursements
  • Support daily net settlement processes
  • Communicate with advisors and clients to ensure accurate and timely service
  • Maintain data integrity and ensure compliance with internal quality standards
  • Collaborate cross-functionally with internal teams supporting PTS accounts
  • Provide support on training, quality assurance, and operational projects
  • Perform system posting, batch processing, and reporting

Required Qualifications :

  • Direct experience in Trust Operations is mandatory
  • Strong knowledge and hands-on experience in :
  • Client & Account Maintenance
  • Trust Account & DDA Reconciliation
  • Cash and Fee Processing
  • Account Terminations
  • Daily Net Settlement
  • Strong understanding of operational risk and controls in trust operations
  • Excellent attention to detail and quality control focus
  • Professional communication skills for both internal and external stakeholders
  • Preferred Qualifications :
  • Experience with  FIS / Charlotte  trust system (not required but highly preferred)
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    Senior Analyst • Minneapolis, MN, US

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