Lead Trust Securities Operations Specialist
Core
Designs and completes tasks for the Trust Department, managing trade settlements, asset transfers, litigation research, and real estate-related financial operations.
Role type
Lead Trust Securities Operations Specialist
Builds
Trade settlements, asset transfer records, tax filings, and compliance reports for the Trust Department.
Domain
Banking / Trust Services / Securities Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Trust department operations, trade settlement processing, asset transfer coordination, litigation/receivership research, real estate deed and note management, tax form preparation, bank regulation compliance, Microsoft Excel, project management, mentoring junior staff
Preferred skills
None stated
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Prepare outgoing wires for trade settlement; research assets in litigation, receivership, or bankruptcy; coordinate incoming and outgoing asset transfers; assist with tax form preparation and payment; coach and mentor junior team members; maintain knowledge of Bank Secrecy Act and other regulations
Seniority
Senior, hands-on IC