Operations Support II
Core
Provide operational and administrative support to department management and trust officers, focusing on processing transactions, reconciling accounts, and handling cash movements.
Role type
Operations Support II (Financial Services)
Builds
Daily transaction processing, account maintenance, and cash movement handling for trust operations
Domain
Financial Services / Trust Operations
Required skills
Transaction processing, Account reconciliation, Cash handling, Microsoft Office proficiency, Regulatory compliance (BSA/AML/PATRIOT ACT), Customer service
Preferred skills
AI tools usage, 2-3 years related experience
Technologies
Microsoft Office, Outlook, PowerPoint, Excel
Responsibilities
Process, post, and balance daily transactions; Close accounts and assign CUSIP numbers; Reconcile company and third-party account balances; Handle cash movements including wire transfers, deposits, ACH, and checks; Respond to routine inquiries and resolve issues; Comply with Bank Secrecy Act, OFAC AML, and USA PATRIOT ACT regulations.
Seniority
Mid-level, individual contributor