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2 дня назад

Trust Operations Administrator

77 767 - 106 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Operations Administrator (Financial Services): Supporting trust operations through management reporting, Salesforce workflow improvements, strategic initiatives, client escalations, and procedure development with an accent on regulatory compliance, alternative assets, and complex account servicing. Focus on analyzing operational data, improving processes, reviewing cash transactions, and coordinating solutions across Account Operations, Sales, Relationship Management, and internal partners.

Location: Fully onsite in Denver, Colorado
1801 California Street, Suite 800, Denver, CO 80202

Salary: $77,767–$106,000 per year, with possible performance-based incentive compensation.

Company

hirify.global provides banking and trust services to high-net-worth clients, investment sponsors, financial advisors, and business partners.

What you will do

  • Support trust operations managers and leadership with strategic initiatives, metrics reporting, and operational improvements.
  • Monitor Salesforce queues and improve Salesforce reporting and workflows to support timely, high-quality processing.
  • Analyze account data, compile documentation, identify trends and issues, and recommend corrective or mitigating actions.
  • Review and approve cash transactions of any dollar amount under delegated authority.
  • Assess client escalations, recommend solutions, and provide guidance on complex operational issues.
  • Review procedures, develop job aids, coordinate with internal and external partners, and support high-net-worth client account activity.

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 complex or escalated financial services workflows.
  • Comprehensive knowledge of client service practices, alternative investment assets, retirement account servicing, and financial services compliance.
  • Strong organization, data analysis, problem-solving, communication, and cross-departmental collaboration skills.

Nice to have

  • Certified IRA Services Professional (CISP) certification.
  • Self Directed IRA Industry Professional (SDIP) certification.

Culture & Benefits

  • Healthcare coverage including medical, dental, and vision plans.
  • 401(k) retirement plan with employer match for qualifying contributions.
  • Paid vacation, sick days, volunteer days, and holidays.
  • Tuition assistance, mental health resources, life and disability insurance, and employee assistance services.
  • Additional identity theft protection, legal support, insurance options, and access to an online discount marketplace.

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