Role OverviewThe Trust Operations Specialist will work in a fast-paced, customer service environment, providing support to both internal and external customers. The role requires a high degree of initiative, discretion, knowledge, and judgment, while working in compliance with established policies, procedures, and regulations.
What You Will Do
Responsibilities include opening and closing of client accounts, data input and client account updates, post receipts, transfers, and disbursements, reconciling security positions, and balancing the GlobalWealth ES accounting system daily.
Why It Might Be a Fit
The ideal candidate will have strong attention to detail, good aptitude for numbers, and problem-solving skills, with the ability to respond to team members and resolve customer issues.
Requirements
- High school diploma or equivalent
- 2+ years of banking experience
- Experience in securities, trust, or brokerage operations
- Intermediate knowledge in Microsoft Excel and Word
- Knowledge of FDIC regulations
Benefits
- UnitedHealthcare (UHC) Medical coverage
- Dental and Vision coverage through Guardian
- Employer-paid Life Insurance, plus Short- and Long-Term Disability
- 401(k) with employer match
- Voluntary, employee-paid options such as legal coverage, accident insurance, pet insurance & more
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