Trust Operations Professional

Join a dynamic team as a Trust Operations Professional, where you will play a vital role in supporting personal trust business operations. This position offers an exciting opportunity to engage with clients and advisors while ensuring the integrity of trust account operations.

Responsibilities

• Manage trust account operations, including the opening and closing of accounts in the trust administration system.
• Coordinate trust funding processes and maintain effective communication with advisors and clients.
• Ensure compliance with all necessary paperwork and procedures for account management.
• Respond to client and advisor inquiries, providing exceptional customer service and support.
• Assist with daily cash processing, including error resolution and account reconciliation.
• Maintain data integrity and quality control to foster positive advisor/client relationships.

Skills

• High school diploma or equivalent is required.
• A minimum of 1 year of relevant experience in trust operations or a related field.
• Strong written and verbal communication skills to effectively interact with clients and team members.

Preferred Skills

• Associate's or Bachelor's degree in a relevant field.
• Experience with legal documents and communications, such as paralegal work.
• Proficiency in trust administration systems and financial processes.

We are committed to fostering a diverse, equitable, and inclusive environment where all individuals feel 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.