Middle Office Specialist; Birmingham

The Middle Office Specialist will serve as a subject matter expert and daily resource for Front Office personnel. The individual will perform quality control, support operational excellence, and serve as the primary point of contact between Trust Operations, Administration, and other internal groups. The individual best suited for this role will have experience in a financial administrative support role or experience working in a financial services role.

Birmingham, AL

• Oversee and support the implementation of Middle Office and administrative policies and procedures across the organization.
• Serve as a primary liaison between Operations, Compliance, Administration, and Front Office personnel to ensure timely, accurate, and consistent communication.
• Provide hands-on training and guidance to Administrators and Middle Office team members—including account setup, maintenance, operational workflows, and best practices.
• Assist with onboarding and integration for newly acquired offices and newly hired administrative personnel.
• Perform detailed quality-control reviews on new accounts to confirm accurate setup, coding, documentation, and operational readiness.
• Create, update, and maintain desk procedures and workflow documentation for the Front Office and Middle Office teams.
• Identify process gaps or risks and recommend solutions to improve efficiency and reduce operational or compliance exposure.
• Serve as an internal knowledge resource for trust operations, regulatory considerations, and system functionality.

• Strong attention to detail with proven analytical, research, and communication skills.
• Demonstrated ability to navigate complex financial or trust-administration workflows.
• Proficiency in Microsoft Office and comfort working within business software platforms; experience with cloud-based workflow tools preferred.
• Experience analyzing data and working with large data sets.
• Ability to work collaboratively across departments while also managing independent responsibilities and priorities.
• Familiarity with trust accounting systems; FIS Add vantage experience preferred.
• Understanding of the wealth management business, including Trust, IRA, and Agency account structures and operations.

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• Minimum 3–5 years of experience in financial services operations, trust administration, or fiduciary services required.
• Direct experience in the trust industry is strongly preferred and will be prioritized.
• Equivalent combinations of education and relevant experience will be considered.