Accounting, Analysis Skills, Banking Operations, Best Practices, Business Administration, Chartered Institute of Management Accountants (CIMA), Customer Support/Service, Documentation, Employee Orientation, Finance, Interpersonal Skills, Maintain Compliance, Mentoring, Operational Support, Operations Processes, Performance Analysis, Problem Solving Skills, Process Improvement, Record Keeping, Regulatory Compliance, Regulatory Requirements, Sales Management, System Test, Systems Administration/Management
Trust Operations Specialist
The Trust Operations Specialist is responsible for managing and optimizing trust operations, ensuring accuracy, compliance, and efficiency in all processes. Leveraging extensive industry experience, this role handles complex trust transactions, maintains records, and collaborates with internal teams to support the organization's trust services. The Trust Operations Specialist also contributes to process improvements and ensures adherence to regulatory requirements.
Job Duties and Responsibilities:
- Process and reconcile trust transactions and account activities; maintain accurate records and documentation for trust accounts; ensure compliance with regulatory requirements and internal policies; resolve complex operational issues and inquiries; collaborate with trust officers, client service teams, and other departments to support trust operations; monitor and report on operational performance; identify and implement process improvements to enhance efficiency and accuracy; participate in system upgrades, testing, and implementation; provide mentorship and guidance to junior staff; participate in special projects and initiatives as assigned.
Minimum Education: Bachelor's degree in Business Administration, Finance, Accounting, or related field.
Minimum Experience: Minimum of 10 years of experience in trust operations, banking, or related roles; proven expertise in trust account management and operational processes.
Required Knowledge, Skills & Abilities: Strong knowledge of trust regulations, compliance, and industry best practices; excellent analytical, problem-solving, and decision-making skills; outstanding communication and interpersonal abilities; proficiency with trust operations software and tools; relevant certifications (e.g., CTOP, CTFA) preferred.
Preferred Knowledge, Skills, & Abilities: