Trust Operations Analyst I

About This Role

Process and review financial transactions, manage client account paperwork, and support various operational duties within the Trust & Investment Operations team to help high-net-worth clients achieve their financial goals.

Responsibilities

• Process, review, and post ACH, wire, and check transactions on core system
• Receive, review and process new/existing client account paperwork
• Process IRA contributions and withdrawals
• Input new account coding and required maintenance on core and investment portfolio accounting systems
• Prepare and deliver transfer paperwork to prior custodians; monitor progress and follow-up on receipt of assets/funds
• Participate in the completion of special projects
• Perform operational support duties, inclusive of the timely and accurate review and processing of periodic requests
• Independently prioritize tasks in order to meet deadlines and ensure consistent adherence to established SLAs
• Cross-train and learn continuously, acting as a peer resource for the cross-coverage of daily duties
• Ensure that all policies and procedures are adhered to as defined by management
• Interface daily with client facing staff, custodians and third party providers

Requirements

• Intermediate-level familiarity with Microsoft Office Applications (Word, Excel, Outlook, CRM)
• Ability to communicate clearly to various levels within the organization
• Analytical and problem-solving skills
• Adaptability and comfort with change
• Ability to work independently to gather information

Qualifications

• Bachelor's Degree in Business administration, Finance or Accounting (preferred)
• 1-3 years in Trust Operations, Investment Operations, and/or Financial Services (preferred)

Nice to Have

• Professional experience in Business administration, Finance or Accounting
• 1-3 years experience in Trust Operations, Investment Operations, and/or Financial Services

Skills

* Required skills

Benefits