Trust Operations Specialist

2 days ago


Norwalk, Connecticut, United States TGC Search Full time
Trust Operations Analyst

At TGC Search, we are seeking a highly skilled Trust Operations Analyst to join our team. As a key member of our operations team, you will be responsible for managing day-to-day financial transactions, ensuring accurate reconciliation of account balances, and preparing and handling payments.

Key Responsibilities:
  • Financial Transaction Management: Process cash flows, manage account balances, and prepare payments, including wire transfers and ACH transactions.
  • Trust Account Lifecycle Management: Set up, maintain, and close trust accounts, ensuring compliance with trust agreements and regulatory guidelines.
  • Investment Operations Support: Address inquiries, resolve issues, and coordinate with relationship managers to meet client expectations and ensure their satisfaction.
  • Regulatory Compliance: Ensure adherence to all relevant state and federal regulations, participate in audits, and apply risk management strategies.
  • Record Keeping and Reporting: Maintain detailed records of trust-related activities, produce periodic reports, and ensure comprehensive documentation in line with regulatory standards.
  • System Utilization: Leverage trust and financial management systems to streamline operations and assist in system enhancements.

We are looking for a highly organized and detail-oriented individual with excellent communication skills to join our team. If you are a motivated and results-driven professional with a passion for financial operations, we encourage you to apply.



  • Norwalk, Connecticut, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a key member of our client relationship team, you will be responsible for delivering comprehensive wealth management solutions to high net worth individuals, business owners, and families.Key ResponsibilitiesLead the client relationship team and...


  • Norwalk, Connecticut, United States Virtual Full time

    Financial Operations Specialist About the Position Our client, a dedicated non-profit organization, is seeking a reliable and detail-oriented Part-Time Financial Operations Specialist to assist with managing their financial operations for a duration of 3+ weeks. This role is ideal for someone who values flexibility, has a strong background in bookkeeping,...


  • Norwalk, Connecticut, United States Desktop Guerrillas Full time

    Job DescriptionAbout Us: Desktop Guerrillas is a Managed Service Provider (MSP) dedicated to delivering exceptional IT support to businesses, primarily in the legal and financial sectors. We take pride in our high-quality service and swift response times, and we are currently seeking an Operations Support Specialist to enhance our operational efficiency.As...


  • Norwalk, Connecticut, United States FactSet Research Systems Inc. Full time

    About the RoleThe UX Research Operations Specialist plays a crucial role in the success of FactSet's User Experience (UX) Research Team. As a seasoned professional with 3-4+ years of experience in research operations, you will be responsible for supporting the entire UX Research Team in their work on various studies related to FactSet's stock and portfolio...


  • Norwalk, Connecticut, United States AMN Healthcare, Inc. Full time

    Job Title: Obstetrics and Gynecology SpecialistJob Overview:This position offers an exciting opportunity for a qualified Obstetrics and Gynecology Specialist to provide locum tenens support in a dynamic healthcare environment. Key Responsibilities:- Provide comprehensive care in obstetrics and gynecology settings.- Manage inpatient cases effectively.-...


  • Norwalk, Connecticut, United States Gotham Technology Group Full time

    Job Title: Technical Support SpecialistGotham Technology Group is seeking a skilled Technical Support Specialist to join our team.Key Responsibilities:Provide level 1 desktop support to end users, ensuring timely and effective resolution of technical issues.Install and configure computer systems and applications, including onboarding new hires, to ensure...

  • Sales Specialist

    3 weeks ago


    Norwalk, Connecticut, United States Best Buy Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Specialist. As a key member of our sales team, you will be responsible for providing exceptional customer service and ensuring a seamless shopping experience for our customers.Key ResponsibilitiesEngage with customers in a warm and...


  • Norwalk, Connecticut, United States Vaco Full time

    Accounts Payable Specialist OpportunityVaco is seeking an experienced Accounts Payable Specialist to join our team. As an Accounts Payable Specialist, you will play a critical role in ensuring the smooth operation of our client's financial processes.Responsibilities:Process and reconcile invoices, ensuring accurate and timely paymentPerform 3-way matching of...


  • Norwalk, Connecticut, United States FactSet Research Systems Full time

    Position Overview: As a Trading Product Specialist, you will operate as a technical account manager within FactSet's Execution Management System (EMS), Portware. This role is pivotal in fostering collaboration between clients and internal teams, ensuring client retention through trust and advocacy.Work Environment: This position is hybrid, based in New York,...

  • AP Specialist

    5 days ago


    Norwalk, Connecticut, United States Creative Financial Staffing Full time

    AP Specialist Job DescriptionAt Creative Financial Staffing, we are seeking a highly organized and detail-oriented AP Specialist to join our team. As an AP Specialist, you will play a critical role in ensuring the smooth operation of our financial functions.Key Responsibilities:Invoice Review and Processing: Review invoices for accuracy and completeness,...


  • Norwalk, Connecticut, United States Creative Financial Staffing Full time

    Why Choose This Billing Operations Associate Opportunity?This is an exciting opportunity to join a dynamic team at Creative Financial Staffing as a Billing Operations Associate. As a key member of our financial operations team, you will play a crucial role in maintaining our financial operations and ensuring seamless billing...


  • Norwalk, Connecticut, United States FactSet Research Systems Full time

    Position Overview: The Trading Product Specialist operates as a technical account manager for FactSet's Execution Management System (EMS), Portware. This role is pivotal in fostering collaboration and trust with clients while advocating for their objectives within the organization.Work Environment: Hybrid model based in New York, NY and Norwalk, CT.Key...


  • Norwalk, Connecticut, United States Western Pest Services Full time

    Overview: Western Pest Services stands as a leading provider of pest management solutions. We safeguard not only residences but also businesses within our community. Homeowners recognize us as the reliable local brand for effective pest control, while businesses trust us to protect their reputation. Our commitment to delivering exceptional service is at the...


  • Norwalk, Connecticut, United States Yard House Full time

    Kitchen Sanitation Specialist - Contribute to Our Culinary ExcellenceAre you passionate about maintaining a pristine kitchen environment? We are in search of dedicated Kitchen Sanitation Specialists to ensure our culinary operations run efficiently while upholding the highest standards of cleanliness and hygiene.Key Responsibilities:Maintain the cleanliness...


  • Norwalk, Connecticut, United States Yard House Full time

    Kitchen Sanitation Specialist - Contribute to a Clean and Efficient EnvironmentAre you passionate about maintaining cleanliness in a bustling kitchen? We are in search of committed Kitchen Sanitation Specialists to ensure our kitchen operates seamlessly while providing a hygienic atmosphere for our patrons.Key Responsibilities:Oversee the cleanliness and...


  • Norwalk, Connecticut, United States Yard House Full time

    Kitchen Sanitation Specialist - Contribute to a Clean and Efficient EnvironmentAre you passionate about maintaining cleanliness in a bustling kitchen? We are in search of dedicated Kitchen Sanitation Specialists who will play a crucial role in ensuring our kitchen operates seamlessly while providing a hygienic atmosphere for our patrons.Key...


  • Norwalk, Connecticut, United States GBS - Global Full time

    IntroductionWelcome to Gallagher Benefit Services, where you have the opportunity to influence the future of workplaces across various sectors. As a vital member of our organization, you will drive positive transformations, assisting clients in creating environments where their employees can excel. Seize the chance to make a difference, unlock potential, and...

  • Cleaning Specialist

    3 weeks ago


    Norwalk, Connecticut, United States Bluechip Corporation Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Cleaning Specialist to join our team at Bluechip Corporation. As a Cleaning Specialist, you will be responsible for maintaining a clean and safe environment for our clients.Key Responsibilities:Clean and maintain assigned areas, including floors, restrooms, and common areasPerform basic...

  • Custodial Specialist

    3 weeks ago


    Norwalk, Connecticut, United States Imperial Cleaning Full time

    Job SummaryImperial Cleaning is a leading provider of commercial cleaning services, seeking a highly skilled and detail-oriented Custodial Specialist to join our team. As a Custodial Specialist, you will be responsible for maintaining the cleanliness and organization of our clients' facilities, ensuring a safe and healthy environment for employees and...


  • Norwalk, Connecticut, United States Private Full time

    Job OverviewAre you an experienced Maintenance Operations Manager looking to make a significant impact? We are seeking a dedicated professional to lead our maintenance team and drive operational excellence.Position Summary: Responsible for directing engineering and maintenance functions to optimize financial performance related to the plant's capital...