Trust Operations Specialist

2 weeks ago


Dubuque, Iowa, United States First Community Trust, N.A. Full time
Why First Community Trust?

We believe that people matter. From our clients to our employees, our goal is to take care of our people first.

First Community Trust, N.A. is a nationally chartered trust company offering investment, retirement, and trust services. We manage over $1.3B of assets on behalf of our clients. We're seeking team members who take pride in their work and want to contribute to our stability and growth.

Job Summary

The Trust Operations Associate will provide operational and service support to clients and Wealth Advisors, focusing on transactional processing. If you're detail-oriented and enjoy process improvements, we want to hear from you.

Key Responsibilities
  • Process high-volume and high-value transactions, including trade processing requests from investments 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.
  • Assist Wealth Advisors with transfer paperwork.
  • Close accounts in entirety and maintain accurate records in our system.
  • 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, and/or trust/estate regulations.
  • General knowledge of trust, estate, employee benefit, and custody relationships, fiduciary and financial accounting, and tax and investment management.
  • Strong analytical skills with high attention to detail and accuracy.
  • Excellent verbal, written, and interpersonal communication skills.
  • Excellent problem-solving and time management skills.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.


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