1 час назад
Trust Operations Specialist 2
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Specialist 2 (Trust Operations/Banking): Processing and reconciling complex trust cash, securities, income, and accounting transactions with an accent on transaction accuracy, exception research, and audit controls. Focus on balancing complex activity, resolving operational issues, guiding workflows, and supporting trust operations projects.
Location: UNO Center, New Orleans, Louisiana, United States
Company
is a banking organization providing trust, securities, and financial services.
What you will do
- Process cash transactions, including checks, wires, ACH payments, transfers, tax withholding, and general ledger postings.
- Reconcile trust processing applications, cash management transactions, securities transactions, positions, income, and account activity.
- Settle cash and securities transactions and place trades with fund companies and custodians.
- Review documentation, process trust asset income, research exceptions, and prepare reports supporting audit controls.
- Respond to internal and external inquiries, provide workflow guidance, and resolve complex operational issues.
- Train new and less experienced staff and participate in department project implementations.
Requirements
- High school diploma, GED, or equivalent training and experience.
- 3–5 years of trust, securities, or bank operations experience strongly preferred.
- Strong knowledge of banking principles, accounting practices, and trust and securities processing.
- Ability to reconcile and balance complex transactional activity, identify issues, and research problems accurately.
- Proficiency with Microsoft Office, including Word, Access, and Excel.
- Strong organizational, analytical, written, interpersonal, and time-management skills, with the ability to work independently and train others.
Nice to have
- Degree in business, finance, or accounting, or equivalent work experience.
- American Bankers Association courses or other banking education.
Culture & Benefits
- Full-time position with no supervisory responsibility.
- Opportunity to serve as a workflow leader and trainer for less experienced staff.
- Work includes collaboration with department project teams and internal and external customers.
- Ability to work under stress, meet deadlines, and travel when required.
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