Job Description

The Trust Associate role will perform a variety of functions within trust operations, using trust systems and other computer applications. The Trust Operations Associate must communicate effectively with a variety of constituents, both internal and external.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Schedule incoming or outgoing ACH transactions, wire transactions and checks via the trust accounting system
• Work with internal service teams and external partners to coordinate check deposits, complex ACH, check and wire transactions
• Assist in resolving ACH, check and wire transaction questions
• Research and help clear cash & custodial transaction discrepancies
• Accurately apply funds for fee receivables and loan payments
• Assist in the investigation and research of disputes and suspicious or fraudulent activities, as needed
• Exception research and clearing
• Accurate input and maintenance of data in trust systems
• Creation and generation of dashboards, management reports, and other trust reporting needs, on an ad hoc and scheduled basis
• Ensure appropriate access & maintain accurate inventory of onsite vault
• Special projects, as needed

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Associate or bachelor’s Degree
• Ability to meet inflexible deadlines
• Strong organizational and time management skills
• Keen attention to detail and strong problem-solving skills
• Basic Microsoft Office skills (Word and Excel)
• 3-5 years of prior experience in Trust services field
• Proficiency in Microsoft Office, especially Microsoft Excel.
• Keen attention to detail.
• Ability to manage multiple priorities.
• Ability to adapt to the needs of a growing business.
• Flexibility in adhering to company policies and procedures.

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