Trust Operations Specialist

4 weeks ago


Dubuque, Iowa, United States First Community Trust Full time
Job Overview

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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