13 дней назад
Trust Operations Specialist - Distributions Specialist
23 - 30$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Specialist - Distributions Specialist (Trust Operations/Financial Services): Processing trust, agency, estate, conservatorship, and IRA transactions with an accent on accurate accounting, client instructions, documentation, and regulatory compliance. Focus on managing complex distributions, resolving transaction issues, and supporting institutional conversions and deconversions.
Location: Fully onsite at 1801 California Street, Denver, Colorado
Salary: $23.00–$30.00 per hour, with possible performance-based incentive compensation.
Company
provides banking and trust administration services, including healthcare coverage, retirement savings, insurance, paid leave, and professional development benefits.
What you will do
- Post trust accounting transactions accurately and process them according to client instructions.
- Archive and document cash transactions while maintaining accurate records.
- 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 expertise in complex distributions, including Roth conversions, alternative asset re-registrations, and plan distributions.
- Follow applicable bank 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, and problem-solving skills.
- Excellent communication skills and the ability to work effectively in a fast-paced, team-oriented environment.
- Working knowledge of PCs and the Windows environment.
Culture & Benefits
- Full-time employment with comprehensive medical, dental, and vision coverage.
- 401(k) retirement plan with employer match for eligible contributions.
- Life, disability, mental health, employee assistance, legal, and identity theft protection programs.
- Tuition assistance and access to insurance and discount programs.
- Paid vacation, sick days, volunteer days, and holidays.
- Benefit eligibility begins the first day of the month following hire for associates scheduled to work at least 30 hours weekly.
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