Trust Operations Specialist
1 week ago
At First Business Bank, we're committed to putting people first. As a Trust Operations Officer, you'll play a crucial role in ensuring the smooth operation of our trust services. Your attention to detail and organizational skills will be essential in managing various processes, including account setup, asset funding, tax processing, and maintenance.
Key Responsibilities:- Process Management: Ensure efficient and accurate account setup, verify required forms and agreements, and address errors.
- Maintenance Request Management: Manage and complete SF cases/tickets, prioritize requests based on urgency and complexity, and collaborate with the team.
- Procedure Documentation: Regularly review and update process documentation, share procedures with peer reviews, and present to stakeholders for feedback.
- Project Management: Assist in implementations, identify potential risks, conduct risk assessments, and develop mitigation strategies.
- Bachelor's degree in accounting, finance, business, or relevant area (experience will be considered in lieu of education).
- Minimum 7 years of experience in the Trust/Wealth Management Industry.
- Knowledge of tax form production and asset transfer processes.
- Strong organizational skills, attention to detail, and ability to prioritize tasks.
First Business Financial Services, Inc. is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our clients.
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