Lead Trust Securities Operations Specialist
Core
Designs and completes tasks for the Trust Department, including trade settlement wires, transaction processing, and asset transfer coordination.
Role type
Lead Trust Securities Operations Specialist
Builds
Trade settlements, asset transfers, and tax compliance workflows
Domain
Banking / Trust Services / Securities Operations
Required skills
Securities processing, trade settlement, asset transfer coordination, tax form preparation, litigation/receivership research, real estate deed/notes management, regulatory compliance (BSA, Reg CC, Reg E), Microsoft Excel/Word, mentoring junior staff
Preferred skills
Real estate experience, coaching/mentoring experience
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Prepare outgoing wires for trade settlement, check processing for transactions, research assets in litigation or bankruptcy, coordinate incoming and outgoing asset transfers, assist with tax form preparation and payments, coach and mentor junior team members
Seniority
Senior, hands-on IC with mentorship duties