Trust Operations Specialist

Job Description

Job Description

We are looking for a Trust Operations Specialist to join a local team on a contract basis. In this role, you will provide essential operational support to the personal trust business, ensuring smooth account maintenance, reconciliation, and processing tasks. This remote position requires strong attention to detail, excellent communication skills, and a commitment to delivering high-quality service to clients and advisors.

Responsibilities :

• Manage trust account operations, including setting up new accounts, processing paperwork, and initiating funding activities.
• Oversee the closing and de-funding of trust accounts, ensuring all required waivers and releases are properly handled.
• Address inquiries from clients and advisors, ensuring requests are reviewed and approved according to established procedures.
• Maintain data integrity for trust accounts by performing quality control checks and reconciliations to support client and advisor relationships.
• Handle daily cash processing tasks such as entering distributions, resolving errors, and collaborating with internal teams for account reconciliation.
• Coordinate fee processing activities to ensure accurate and timely handling of related transactions.
• Support account terminations by managing delivery instructions and properly closing interfaces with relevant systems.
• Facilitate daily net settlements by monitoring and processing transactions accurately.
• Communicate effectively with internal and external stakeholders to provide updates and resolve issues.
• Assist with project support and other tasks related to trust administration as needed.
• High school diploma or equivalent.
• Minimum of 1 year of relevant experience in trust operations or a related field.
• Strong written and verbal communication skills.
• Proficiency in managing account reconciliation and cash processing tasks.
• Ability to deliver excellent customer service and build positive relationships with clients and advisors.
• Preferred qualifications include an associate's or bachelor's degree.
• Experience with legal documentation or para-legal work is a plus.
• Detail-oriented with the ability to perform quality control and ensure data integrity.