Trust Operations Associate

Essential Duties and Responsibilities

• Performs a variety of transactions on Trust and Investments accounts, including but not limited to, account maintenance, pricing, trade posting, corporate actions, disbursements, transfers, wires, deposits, fees, dividends, and reconciliations.
• Researches and resolves advanced and complex business issues.
• Serves as backup for cross-functional responsibilities during absences.
• Identifies and helps resolve systemic and operational issues.
• Affords assistance with special projects.
• Maintains a variety of data files and records.
• Makes transaction requests on behalf of clients in accordance with established procedures.
• Operates standard office equipment and uses required software applications.
• Adheres to principles, practices, and procedures related to general office operations, finance, and the securities industry.
• Maintains a high level of attention to detail and accuracy.
• Provides courteous, client-focused service while maintaining professionalism.
• Works independently while effectively managing responsibilities.
• Works collaboratively when needed and communicates effectively with team members and external contacts at all levels.
• Analyzes data to identify discrepancies and inconsistencies.
• Show curiosity and a willingness to learn new processes and systems.

Required Competencies/Skills

• 3+ years of experience in banking, trust operations, accounting, data entry, or any role requiring a high degree of attention to detail.