Trust Operations Specialist

3 weeks ago


St Petersburg FL USA, United States eTeam Full time

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



  • St Petersburg, United States Sabal Trust Company Full time

    Job Summary:Sabal Trust Company, a leading independent trust company in Florida, is seeking a skilled professional to join its Middle Office support team in St. Petersburg, Florida. This team is responsible for delivering exceptional service to both internal and external clients.Key Responsibilities:Process financial transactions accurately and timely,...


  • St. Petersburg, United States Interlink Talent Solutions Full time

    Trust and Estate Planning SpecialistWe are seeking a highly skilled and experienced Trust and Estate Planning Specialist to join our team at Interlink Talent Solutions in St Petersburg.This role offers an exciting opportunity for a seasoned professional to lead and expand their Wealth Strategies practice.The ideal candidate will bring deep expertise in trust...


  • St. Louis, MO, USA, United States Enterprise Bank & Trust Full time

    Job Title: Senior Loan Operations SpecialistEnterprise Bank & Trust is a leading financial institution dedicated to helping businesses succeed and communities thrive. We are seeking a highly skilled Senior Loan Operations Specialist to join our team.Job Summary:The Senior Loan Operations Specialist will be responsible for processing all monetary aspects of...


  • St. Louis, MO, USA, United States Enterprise Bank & Trust Full time

    Senior Loan Operations SpecialistEnterprise Bank & Trust is a leading financial institution that values community and entrepreneurship. Our goal is to help businesses succeed and our communities thrive.We offer a dynamic work environment with opportunities for professional growth and development. As a Senior Loan Operations Specialist, you will play a...


  • St. Louis, MO, USA, United States Enterprise Bank & Trust Full time

    Senior Loan Operations SpecialistEnterprise Bank & Trust is a leading financial institution that values community and entrepreneurship. Our goal is to help businesses succeed and our communities thrive.We are committed to providing excellent customer service and ensuring the smooth operation of our loan processes. As a Senior Loan Operations Specialist, you...


  • St Louis, Missouri, United States Enterprise Bank & Trust Full time

    Job Title: Cash Operations SpecialistEnterprise Bank & Trust is seeking a highly skilled Cash Operations Specialist to join our team. As a key member of our Deposit Operations Department, you will play a critical role in ensuring the smooth operation of our banking systems.Key Responsibilities:Review and process general ledger entries for ATM/ITM balancing...


  • St Louis, Missouri, United States Enterprise Bank & Trust Full time

    Job Title: Senior Loan Operations SpecialistEnterprise Bank & Trust is seeking a highly skilled Senior Loan Operations Specialist to join our team. As a key member of our loan operations team, you will be responsible for processing all monetary aspects of funding loans, including initial and subsequent disbursements, other types of draws, and processing of...


  • St Petersburg, United States Sabal Trust Company Full time

    Sabal Trust Company, Florida’s largest independent trust company, is seeking a professional to join our Middle Office support team located in St. Petersburg, Florida. This team is responsible for ensuring that needs are met, and service is delivered to both internal and external clients. Job Summary:A Financial Services Operations Associate provides...

  • Operations Manager

    3 weeks ago


    St Petersburg, United States Camden Property Trust Full time

    Job SummaryCamden Property Trust is seeking a highly skilled Operations Manager to join our team. As a key member of our operations team, you will be responsible for the financial, administrative, and resident services functions of a multifamily portfolio comprised of two or more communities.Key ResponsibilitiesAssist the General Manager in achieving results...

  • Operations Manager

    3 weeks ago


    St Petersburg, United States Camden Property Trust Full time

    Job SummaryCamden's Operations Managers play a critical role in the financial, administrative, and resident services functions of a multifamily portfolio. This includes facilities management, contract administration, vendor relationships, resident relations, and interfacing with the central processing team in execution of accounting activities related to...


  • St. Petersburg, FL, USA, United States AIDS Healthcare Foundation Full time

    About the RoleA Patient Care Specialist 2 plays a vital role in ensuring the seamless operation of our healthcare center, providing exceptional patient care, and fostering a positive client experience.Key ResponsibilitiesEmbodies the AIDS Healthcare Foundation's commitment to excellence in patient care and operational efficiency.Contributes to a...

  • Portfolio Manager

    2 weeks ago


    St Louis, Missouri, United States Enterprise Bank and Trust Full time

    Job Title:VP, Portfolio ManagerJob Description:Key Responsibilities:As a Portfolio Manager at Enterprise Bank & Trust, you will be responsible for managing key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees. Your primary focus will be on allocating 80% of your time to research...

  • Maintenance Technician

    2 months ago


    St. Petersburg, FL, USA, United States Camden Property Trust Full time

    Job SummaryWe are seeking a highly skilled Maintenance Technician to join our team at Camden Property Trust. As a Maintenance Technician, you will be responsible for providing exceptional customer service and ensuring the maintenance of our community facilities.Key ResponsibilitiesRespond to and complete service requests in a timely mannerCoordinate with the...

  • Maintenance Technician

    2 months ago


    St. Petersburg, FL, USA, United States Camden Property Trust Full time

    Job SummaryWe are seeking a highly skilled Maintenance Technician to join our team at Camden Property Trust. As a Maintenance Technician, you will be responsible for providing exceptional customer service and ensuring the maintenance of our community facilities.Key ResponsibilitiesRespond to and complete service requests in a timely mannerCoordinate with the...

  • Maintenance Technician

    2 months ago


    St. Petersburg, FL, USA, United States Camden Property Trust Full time

    Job SummaryWe are seeking a highly skilled Maintenance Technician to join our team at Camden Property Trust. As a Maintenance Technician, you will be responsible for providing exceptional customer service and ensuring the maintenance of our community's facilities and equipment.Key ResponsibilitiesRespond to and complete service requests in a timely...


  • Miami, FL , USA, United States Skyline Trust Investments Group Full time

    Real Estate Inside Sales SpecialistWe are seeking a highly motivated and results-driven Real Estate Inside Sales Specialist to join our team at Skyline Trust Investments Group. As a key member of our sales team, you will be responsible for acquiring properties for investors through strategic sales and negotiation.Key Responsibilities:Develop and execute a...

  • Enrollment Specialist

    2 months ago


    Miami, FL , USA, United States Public Health Trust of Dade Co Full time

    Job SummaryWe are seeking a highly skilled Enrollment Specialist to join our team at the Public Health Trust of Dade Co. As an Enrollment Specialist, you will play a critical role in ensuring that patients receive the financial assistance they need to access quality healthcare services.Key ResponsibilitiesAssess patients' financial eligibility for Medicaid,...


  • St Petersburg, United States ICONMA Full time

    Job Title: Records Management SpecialistICONMA is seeking a highly organized and detail-oriented Records Management Specialist to provide administrative support to our Client Trust Operations team.Job Summary:This role involves providing basic administrative support, including scanning and uploading transaction documents into a proprietary database, creating...


  • saint petersburg, United States Sabal Trust Company Full time

    Sabal Trust Company, Florida’s largest independent trust company, is seeking a professional to join our Middle Office support team located in St. Petersburg, Florida. This team is responsible for ensuring that needs are met, and service is delivered to both internal and external clients. Job Summary:A Financial Services Operations Associate provides...


  • St. Petersburg, United States BayFirst National Bank Full time

    At BayFirst National Bank, we are seeking a skilled Reporting Specialist to join our team. As a Reporting Specialist, you will be responsible for conducting research for loans, identifying errors, and making the necessary corrections needed. Your additional responsibilities will include assisting with balancing the ledger entries, reviewing reports daily,...