Trust Operations Specialist

4 weeks ago

Warren, United States Northwest Bank Full time
Job Summary

The Trust Operations Specialist is responsible for performing a variety of administrative, reporting, and compliance duties within a Trust Operations environment. This includes preparing ad-hoc and management reports, processing entries dealing with investments, balancing, new account and asset verification, and correspondence.

Key Responsibilities
  • Ensure compliance with Trust policies and procedures
  • Ensure total document and data integrity
  • Manage personal workload / workflow
  • Originate and type correspondence / documentation
  • Answer the telephone
  • Identify and resolve customer issues
  • Organize and file paperwork
  • Partner with Trust personnel, advisors, brokers and clients
  • Prepare management and compliance reports
  • Partner with Wealth Management Administrators and Investment staff to troubleshoot client account issues and to coordinate corrections on the Accounting system
  • Coordinate and monitor incoming and outgoing client account transfers
  • Coordinate and verify accuracy of opening and closing of accounts
  • Post free receipts, free deliveries, and cost basis adjustments on Trust system
  • Assist with reports and information gathering
  • Assist with examination and audit reporting
  • Provide backup to Trust Operations Processor positions within Trust Operations
  • Serve as primary operational contact for custody accounts
  • Select transaction coding to ensure correct tax documentation
  • Process investment trades
  • Batch accounting entries and balance to ledger
  • Reconcile and action control tools including aged reports
  • Reconcile unposted maps and scheduled payments
  • Process regular mailings
  • Review and action daily system reports
  • Work with third parties handling outsourced processing
  • Perform information/form updates to Discover Wealth Management as requested
  • Recommend improvements to procedures
  • Ensure internal customer service levels
  • Minimize departmental non-payroll costs
  • Maximize technology tools available
  • Ensure accuracy of financial data
  • Ensure timely processing of customer funds
  • Communicate problems or areas requiring attention to manager
  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
  • Complete special projects as assigned
Qualifications
  • Associate's Degree business / finance / related preferred
  • 6 years Trust operations / related experience or equivalent combination of education and work experience
  • Ability to establish effective working relationships among team members and participate in solving problems and making decisions
  • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
  • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
  • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
  • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

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