Trust Operations Specialist
4 weeks ago
First Community Trust is seeking a detail-oriented and analytical Trust Operations Associate to provide operational and service support to clients and Wealth Advisors.
The ideal candidate will have a strong background in finance, accounting, or business administration, and possess excellent analytical, communication, and problem-solving skills.
The Trust Operations Associate will be responsible for processing high-volume transactions, confirming and settling trades, and maintaining accurate records.
Key Responsibilities:
- Process high-value transactions, including trade processing requests and income dividends.
- Confirm and settle trades with custodians and balance accounts.
- Monitor and handle residual balances.
- Support reconciliation of accounts and perform quality control checks.
- Close accounts in entirety and maintain accurate records.
- Assist Wealth Advisors with transfer paperwork.
- Maintain files for the trust operations department.
Requirements:
- College degree in finance, accounting, or business administration required or equivalent years of experience.
- Background knowledge in fiduciary and financial accounting, taxes, and investments.
- Strong analytical skills with high attention to detail and accuracy.
- Excellent verbal, written, and interpersonal communication skills.
- Excellent problem-solving and time management skills.
First Community Trust is an equal opportunity employer and welcomes applications from diverse candidates.
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