We are seeking a dedicated and detail-oriented Sr. Trust Operations Professional to join our dynamic team. This role offers an exciting opportunity to provide expert operational support within a collaborative environment.

Responsibilities

• Manage client and account maintenance, ensuring accuracy and compliance in all processes.
• Perform reconciliation of trust accounts and DDA, including cash and fee processing.
• Oversee account terminations and daily net settlement activities.
• Establish and maintain positive relationships with internal and external stakeholders.
• Provide training, quality assurance, and project support to enhance operational efficiency.
• Ensure data integrity within the account administration system.
• Collaborate with cross-functional teams to support the Personal Trust Services (PTS) book of business.

Skills

• Proven experience in trust operations, with a strong understanding of account management.
• Ability to deliver exceptional customer service and maintain positive client relationships.
• Excellent organizational skills and attention to detail.
• Strong communication skills, both verbal and written.
• Proficient in system processing functions and operational support tasks.

Preferred Skills

• Experience with FIS/Charlotte or similar trust systems.
• Background in financial services or banking, particularly in trust operations.
• Strong analytical skills and problem-solving abilities.
• Ability to work collaboratively in a team-oriented environment.

At our company, we are committed to fostering a diverse, equitable, and inclusive workplace where everyone feels valued and empowered to contribute their unique perspectives.

Once you apply for this position, you may receive a phone call, SMS or email at the time of application from our Virtual AI Recruiter, Alex, to conduct an initial interview.