Role OverviewThe Trust Operations Specialist will be responsible for the daily maintenance and posting of account activity, reconciling cash management and mutual funds, and preparing customer account statements.
What You Will Do
The main day-to-day responsibilities include reconciling cash management and mutual funds, settling mutual fund transactions, processing asset income, and verifying and posting asset income received from trust personnel.
Why It Might Be a Fit
The ideal candidate will have excellent PC skills, communication skills, and critical thinking skills, with the ability to work under limited supervision and make decisions of minor importance.
Requirements
- 10-key (by touch) proficiency
- alpha/numeric data entry
- spreadsheets
- word processing
- basic typing
- filing
- excellent PC skills
- ability to read, write, and understand English
- ability to speak clearly, confidently, and effectively
- excellent interpersonal and customer service skills
- ability to solve practical problems
- excellent organizational skills and attention to detail
Benefits
- health insurance
- retirement plan
- paid time off
- holidays
- equity
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