Trust Operations Specialist - Distributions Specialist

Location: Fully onsite in Denver, Colorado at 1801 California Street, Suite 800

Salary: $23.00–$30.00 per hour

Company

hirify.global provides banking and trust services with a focus on compliant, accurate client account administration.

What you will do

• Post transactions accurately in the trust accounting system for trusts, agency accounts, estates, conservatorships, and IRAs.
• Process transactions according to client instructions and archive all related documentation.
• Communicate with clients by phone about request status and resolve issues arising from client contact.
• Assist senior team members with cashiering activities for institutional client conversions and deconversions.
• Develop expertise in Roth conversions, alternative asset re-registrations, plan distributions, and other complex processing activities.
• Maintain compliance with bank policies, procedures, regulations, and required training.

Requirements

• High school diploma or GED.
• At least one year of related experience preferred.
• Prior financial services experience in a transaction processing environment preferred.
• Strong organization, time management, problem prevention, and problem-solving skills.
• Excellent communication skills and the ability to manage multiple tasks.
• Working knowledge of PCs and the Windows environment; willingness to work in a fast-paced, team-oriented setting.

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 benefits include identity theft protection, auto and home insurance, pet insurance, and an online discount marketplace.
• Benefit eligibility begins the first day of the month following hire for associates scheduled to work at least 30 hours per week.