Trust Operations Coordinator

Executive support or administrative experience a plus

Excellent customer service skills

Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT).  The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee business partner to ensure multi-transactional and money movement requests are completed in an accurate and timely manner.  Responsibilities include processing and monitoring WMTs related requests and research for internal and external clients, accurately setting up and processing receipts and disbursements, requesting new unique asset paperwork and maintaining pricing, preparing operational reports and performing quality control reviews and reconciliations.

The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team.  This role requires flexibility, excellent verbal and written communication skills, attention to detail and a willingness to help the team succeed.  They will investigate and resolve questions regarding all aspects related to daily operational responsibilities.