Wealth Advisors Operations Specialist I (Trust Operations)

Location: Austin, TX - Main Office

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.

What you will do

• Open and maintain trust accounts, processing contributions, distributions, transfers, and other routine requests.
• Ensure funds move appropriately and accounts reconcile accurately.
• Respond to standardized client information requests through consistent written and verbal communication.
• Coordinate account-related activities with teams across the organization.
• Create daily account activity reports by collating data from multiple systems.
• Review and maintain accounts in accordance with regulatory and policy guidelines.

Requirements

• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Commitment to integrity, caring, excellence, and relationship-based client service.

Nice to have

• Bachelor’s degree in Accounting, Finance, Marketing, or a related field.
• Experience in institutional trust, retirement services, or custody account administration.

Culture & Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.