Trust Ops Analyst

3 days ago


Norwalk, United States TGC Search Full time

Trust Ops Analyst


Key Responsibilities:

  • Manage day-to-day financial transactions, such as processing cash flows and ensuring accurate reconciliation of account balances. Prepare and handle payments, including wire transfers and ACH transactions.
  • Oversee the full lifecycle management of trust accounts, including setting up, maintaining, and closing accounts, while ensuring compliance with trust agreements and regulatory guidelines.
  • Support investment operations handled by external vendors by addressing inquiries, resolving issues, and coordinating with relationship managers to meet client expectations and ensure their satisfaction.
  • Ensure adherence to all relevant state and federal regulations, participate in audits, and apply risk management strategies. Maintain detailed records of all trust-related activities, produce periodic reports, and ensure comprehensive documentation in line with regulatory standards.
  • Utilize trust and financial management systems to streamline operations and assist in system enhancements. Work collaboratively with other team members and departments as necessary.
  • Perform additional duties as assigned.



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