Trust Operations Specialist III

Added
19 days ago
Type
Full time
Salary
Salary not provided

Related skills

tax reporting microsoft 365 microsoft access regulatory compliance fis addvantage

๐Ÿ“‹ Description

  • Senior resource for trust operations and fiduciary services
  • Oversee asset transfers, settlements, and admin exceptions
  • Support tax processing and regulatory reporting
  • Improve controls, accuracy, and compliance
  • Lead reports, metrics, and dashboards to spot trends
  • Coordinate audits and remediation efforts

๐ŸŽฏ Requirements

  • Extensive trust ops experience and analytical abilities
  • Strong collaboration with stakeholders and vendors
  • Experience with trust accounting systems and apps
  • Knowledge of tax reporting processes and regulations
  • Project management and initiative leadership
  • Excellent written and verbal communication

๐ŸŽ Benefits

  • Competitive compensation package
  • Career growth opportunities
  • Collaborative, innovative workplace culture
  • Training opportunities and resources
  • Comprehensive healthcare and financial wellness
  • Retirement savings benefits
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