Trust Operations Representative
Core
Process specialized and non-standard transactions on Trust accounts including maintenance, pricing, trade posting, disbursements, transfers, wires, and deposits.
Role type
Trust Operations Representative
Builds
Trust account transactions and daily department balancing for financial services clients
Domain
Finance / Trust Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Trust account transaction processing, research and investigation of complex business issues, data file maintenance, transaction request monitoring, operational issue resolution, training delivery, office equipment operation, software application usage, multi-tasking in fast-paced environments, data discrepancy analysis
Preferred skills
Cross-functional backup support, special project assistance, systemic issue identification, opportunity identification for improvement
Technologies
Standard office equipment, required software applications (spreadsheets, databases, electronic communication)
Responsibilities
Perform account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, and fees; Research and resolve advanced business issues; Maintain data files and records; Monitor and process transaction requests and incoming documents; Provide training to team members; Operate standard office equipment and software; Identify and resolve operational issues
Seniority
Entry-level, 4 to 6 months experience