1 день назад
Trust Operations Specialist (Banking)
23 - 30$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Specialist (Banking): Processing and documenting transactions for trusts, agency accounts, estates, conservatorships, and IRAs with an accent on accuracy, client instructions, and regulatory compliance. Focus on resolving client requests, supporting complex distributions and account conversions, and maintaining accurate trust accounting records.
Location: Fully onsite in Denver, Colorado at 1801 California Street, Suite 800.
Salary: $23.00–$30.00 per hour, with possible performance-based incentive compensation.
Company
provides banking and trust services with a comprehensive employee benefits program.
What you will do
- Post and process transactions accurately in the trust accounting system for trusts, agency accounts, estates, conservatorships, and IRAs.
- Archive cash transaction documentation and ensure processing follows client instructions and internal procedures.
- Communicate with clients by phone about request status and resolve issues promptly.
- Support cashiering activities for institutional client conversions and deconversions under senior guidance.
- Develop knowledge of complex distributions, including Roth conversions, alternative asset re-registrations, and plan distributions.
- Follow applicable banking regulations, policies, procedures, and required training.
Requirements
- High school diploma or equivalent certificate.
- One year of related experience preferred.
- Prior financial services experience in a transaction-processing environment preferred.
- Strong organization, time management, problem prevention, problem-solving, and communication skills.
- Ability to manage multiple tasks, work in a fast-paced team environment, and exercise professional judgment.
- Working knowledge of PCs and the Windows environment.
Culture & Benefits
- Full-time employment with comprehensive healthcare coverage, including medical, dental, and vision plans.
- 401(k) retirement savings plan with employer match for qualifying contributions.
- Paid vacation, sick days, volunteer days, and holidays.
- Life and disability insurance, employee assistance, mental health resources, tuition assistance, and legal support.
- Additional insurance options, identity theft protection, and access to an online discount marketplace.
- Benefit eligibility begins the first day of the month following hire for associates regularly scheduled to work at least 30 hours weekly.
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