Trust Operations Specialist

2 months ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time
Job Description

**Job Summary**

Greenleaf Trust is seeking a highly skilled Trust Operations Specialist to join our team. As a Trust Operations Specialist, you will be responsible for managing trust accounts, processing transactions, and providing exceptional customer service.

Key Responsibilities:

  • Establish new trust accounts by creating agreements and related documentation and entering account information in our trust administration system.
  • Maintain trust accounts, including address, allocation, or beneficiary changes in accordance with company, state, and federal regulatory requirements.
  • Complete asset review and receipt process to verify assets that can be held and transferred in kind and to track trust transfer timelines.
  • Import, review, process and post external account free receipts and free deliveries ensuring timely response in fulfillment of client requests.
  • Review, process and post internal trust transfers ensuring timely response in fulfillment of client requests.
  • Import and process cash transactions via checks, wires, and ACH ensuring timely response in fulfillment of client requests.
  • Shared responsibility of all cash movement for clients including ACH, Wire and Check transactions.
  • Meeting intra-day deadlines for specific postings.
  • Responding timely to Client Team requests for transaction updates, questions, concerns etc.
  • Maintain digital trust files by ensuring all related paperwork, including auditing items, is filed timely following the established filing guidelines.
  • Participation in designated work groups/strike force teams and projects as assigned.

Requirements:

  • Bachelor's Degree and a minimum of 1 year of Operations experience in a financial services environment with some Trust Operations experience preferred, or equivalent education and experience.
  • Skilled in Microsoft Office Suite including Word, Outlook, Excel
  • Familiarity with trust accounting software desired
  • Strong written and verbal communication skills
  • Utilizes proven methods of organization and time management
  • Strives for 100% accuracy with utmost attention to detail
  • Thrives in fast-paced environment
  • Highly effective in team environment


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