4 дня назад
Trust Operations Administrator
77 767 - 106 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Administrator (Trust Operations/Financial Services): Supporting trust operations through strategic initiatives, management reporting, Salesforce workflow optimization, data analysis, and client escalation resolution with an accent on regulatory compliance, quality control, and alternative asset servicing. Focus on improving operational procedures, analyzing account and workflow data, approving cash transactions, and coordinating complex issues across operations, sales, relationship management, and external partners.
Location: Fully onsite at 1801 California Street, Suite 800, Denver, Colorado 80202, United States
Salary: $77,767–$106,000 per year, with potential performance-based incentive compensation.
Company
provides banking and trust services for high-net-worth clients, investment sponsors, financial advisors, and business relationships.
What you will do
- Support trust operations managers and leadership with strategic initiatives, management reporting, workflow monitoring, and service issue remediation.
- Monitor and improve Salesforce queues, reporting, and workflows while supporting quality-control and risk-management processes.
- Analyze account data, compile documentation, identify trends, and recommend operational improvements or risk mitigation actions.
- Review and approve cash transactions of any dollar amount under delegated authority.
- Assess client escalations, provide guidance on complex issues, and recommend changes to procedures and services.
- Partner with Sales, Relationship Management, internal teams, and external partners on transactional and account activity for high-net-worth clients.
Requirements
- Bachelor’s degree in a related field or equivalent financial services experience.
- At least 7 years of financial services experience in securities processing or asset servicing.
- 3–5 years of alternative asset experience, including exposure to trust or custody practices.
- 1–2 years of leadership experience managing employees and complex or escalated workflows in financial services.
- Knowledge of alternative investment assets, retirement account servicing, client service, and financial services compliance requirements.
- Strong organizational, analytical, communication, problem-solving, and cross-departmental collaboration skills.
Nice to have
- Certified IRA Services Professional (CISP) certification.
- Self Directed IRA Industry Professional (SDIP) certification.
- Experience coaching, mentoring, or training colleagues as a subject matter expert.
Culture & Benefits
- 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 insurance, disability insurance, mental health resources, and an employee assistance program.
- Tuition assistance, legal support, identity theft protection, and additional insurance and discount programs.
- Equal opportunity and affirmative action workplace with accommodation support for applicants and interview participants.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
10 дней назад
Trust Officer (Fintech)
111 408 - 189 738$
6 дней назад
Financial Assistant (Wealth Management)
20 - 24$
6 дней назад
Sr Analyst, Investor Srvcs HFS
52 800 - 79 200$
10 дней назад
Operations Analyst Senior - Wealth Management
37 500 - 62 500$
4 дня назад
Institutional Trust Officer III (Asset Management)
70 000 - 130 000$
10 дней назад
Construction Loan Administrator (Commercial Real Estate)
74 200 - 126 200$