Trust Operations Specialist - Client Service

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

Salary: $23.00–$30.00 per hour, with potential performance-based incentive compensation.

Company

hirify.global provides banking and trust services, including support for alternative asset investments and client accounts.

What you will do

• Answer client, advisor, asset sponsor, attorney, and CPA questions about private equity, real estate, private debt, account procedures, fees, and investment timelines.
• Research and resolve complex account, investment, transactional, and compliance issues through chat, correspondence, phone, and email.
• Follow trust regulations, KYC, security, fraud prevention, IRS, ERISA, Bank Secrecy Act, and Gramm-Leach-Bliley Act requirements.
• Prepare professional correspondence, archive records, file issue reports, and manage low-level escalations.
• Analyze client issue trends and recommend or assist with process improvements that enhance the client experience.

Requirements

• High school diploma or equivalent required.
• One year of related experience preferred; financial services experience in a transaction processing environment is preferred.
• Strong organization, time management, problem prevention, problem-solving, and communication skills.
• Ability to manage multiple tasks and work effectively in a fast-paced, team-oriented environment.
• Working knowledge of PC and Windows environments, with developing professional expertise in applying company policies and procedures.
• Ability to work fully onsite at the Denver location is required.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage for eligible associates.
• 401(k) retirement plan with employer match for qualifying contributions.
• Paid vacation, sick, volunteer, and holiday days.
• Life and disability insurance, employee assistance, mental health resources, and identity theft protection.
• Tuition assistance, legal support, auto and home insurance, pet insurance, 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.