Trust Operations Associate
6 days ago
We are seeking a detail-oriented Trust Operations Associate to provide operational and service support to clients and Wealth Advisors with emphasis on transactional processing.
About the RoleThis role involves processing high-volume transactions, confirming and settling trades, monitoring residual balances, supporting account reconciliations, and maintaining accurate records.
Key Responsibilities- Process trade processing requests from investments and income dividends with precision and efficiency.
- Confirm and settle trades with custodians, ensuring timely completion of transactions.
- Monitor residual balances to prevent any discrepancies or losses.
- Support the reconciliation of accounts and conduct quality control checks to maintain accuracy.
- Closely manage account closures and maintain accurate records in our system.
- Assist Wealth Advisors with transfer paperwork and ensure seamless client experiences.
- Maintain organized files for the trust operations department.
To be successful in this role, you should possess a college degree in finance, accounting, or business administration, or equivalent years of experience. Familiarity with fiduciary and financial accounting, taxes, and investments is highly beneficial.
- A strong analytical mindset with attention to detail and accuracy is essential.
- Excellent verbal, written, and interpersonal communication skills will enable you to effectively collaborate with colleagues and clients.
- Proven problem-solving and time management skills are required to prioritize tasks and meet deadlines.
First Community Trust is an equal opportunity employer. All applicants will be considered without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Credit and criminal history verification will be required for all applicants.
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