Trust Operations Specialist
1 week ago
We are seeking a highly skilled Trust Operations Specialist to join our team at Greenleaf Trust. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our trust services, including account opening, maintenance, and asset management.
Key Responsibilities- Account Opening and Maintenance: Establish new accounts by creating agreements and related documentation, and enter account information into our trust administration system.
- Asset Review and Receipt Process: Verify assets that can be held and transferred in kind, and track account transfer timelines.
- Cash Transactions: Import, review, process, and post external account free receipts and free deliveries, as well as internal account transfers and cash transactions via checks, wires, and ACH.
- Client Communication: Respond timely to Client Team requests for transaction updates, questions, concerns, and other matters.
- Document Management: Maintain digital account files by ensuring all related paperwork, including auditing items, is filed timely following established filing guidelines.
- Education: Bachelor's Degree and a minimum of 1 year of Operations experience in a financial services environment, with some Trust Operations experience preferred.
- Skills: Skilled in Microsoft Office Suite, including Word, Outlook, and Excel; familiarity with trust accounting software desired.
- Personal Qualities: Strong written and verbal communication skills, proven methods of organization and time management, and a commitment to 100% accuracy with utmost attention to detail.
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Trust Operations Specialist
1 month ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeJob Description**Job Summary**Greenleaf Trust is seeking a highly skilled Trust Operations Specialist to join our team. As a Trust Operations Specialist, you will be responsible for managing trust accounts, processing transactions, and providing exceptional customer service.Key Responsibilities:Establish new trust accounts by creating agreements and related...
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4 weeks ago
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Division Operations Specialist
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