Trust Operations Specialist
3 weeks ago
Job Title: Trust Operations Specialist
Job Duration: 6-month contract
Job Location: St. Petersburg, FL
Work Schedule
8am-5pm or 8:30am-5:30pm, Monday through Friday
Job Description:
This is a temporary to permanent assignment that is expected to last 6 months.
Responsibilities:
* Provide basic administrative support to the Trust Operations team
* Scan and upload transaction documents into a proprietary database
* Create and maintain reports using Microsoft Excel
* Perform various duties as assigned
* Operational tasks for back office and middle office processing, including posting checks, printing checks, creating workflow items, mail sorting, and indexing
Requirements:
* 1-3 years of recent experience in a role that involved data entry, account maintenance, check handling, and ideally client-specific information
* Accurate data entry skills
* Strong attention to detail
* Basic to intermediate Excel skills
* Basic to intermediate skills with MS Office products
* Professional demeanor
* Clear and professional written and verbal communication skills
Education:
* High School Diploma or equivalent, Bachelor's Degree is a plus
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