Trust Operations Specialist III

The Trust Operations Specialist III supports Wealth Management and Trust Operations as a senior operational resource and subject matter expert for assigned functions, including IRA management, trust operational systems, tax processing, audit coordination, reporting, and complex transaction support. This role provides technical guidance, leads department and corporate-wide initiatives, evaluates operational exceptions and control needs, supports regulatory and audit requirements, and recommends process, system, and workflow improvements to strengthen accuracy, efficiency, risk management, and compliance.

What You Will Do

Transaction Processing & Account Administration, Balancing, Reconciliation & Controls, Tax Processing & Regulatory Support, Reporting & Operational Administration, Audit, Compliance & Risk Management, Systems Administration & Subject Matter Expertise, Leadership & Project Management, Process Improvement & Operational Strategy.

Why It Might Be a Fit

Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.

Requirements

• High school diploma or equivalent required. Bachelor’s degree preferred.
• Minimum of seven years of experience in banking with a concentration in Trust operations.
• Experience with Trust Accounting Systems required.
• FIS AddVantage experience preferred.
• Proficiency with Microsoft 365 products and applications.
• Working knowledge of Microsoft Access or database experience.
• Knowledge of Trust Accounting Systems and operational applications.
• Experience with FIS AddVantage, and related Wealth Management platforms preferred.

Benefits

• Minimum Pay: USD $81,000.00/Yr.
• Maximum Pay: USD $85,000.00/Yr.
• Fully Remote work arrangement
• Occasional travel to other First American Bank locations