Trust Operations Specialist

Job Summary

Play a supportive role for the Wealth Management Department. Post all investment income and work closely with 5/3rd and Cheetah to accomplish daily tasks. Work closely with Investment Officers to prep new account documents and open the accounts on Cheetah. Assist with other department related functions.

• Balance/reconcile the Trust Balance Sheet as well as all departmental suspense accounts.
• Administer Cheetah Portal access for Wealth Management clients
• Process and post corporate actions, interest, and dividends from 5/3rd and Raymond James as well as handling any related wires.
• Acts as back-up for Trust Operations Officer.
• Prepare, open, and close account files and scan.
• Oversee and manage Investment Policy Statement process.
• Once in effect, be the point person with Cheetah for Business Process Outsourcing (BPO).
• Perform other duties as assigned, which may periodical include, but not limited to, other types of scanning or working on special projects.

• Is dedicated to meeting the expectations and requirements of internal and external customers
• Gets first-hand customer information and uses it for improvements in products and services
• Acts with customers in mind
• Establishes and maintains effective relationships with customers and gains their trust and Respect

• Is widely trusted
• Is seen as a direct, truthful individual
• Can present the unvarnished truth in an appropriate and helpful manner
• Keeps confidences
• Admits mistakes
• Doesn't misrepresent him/herself for personal gain

• Spends his/her time and the time of others on what's important
• Quickly zeros in on the critical few and puts the trivial many aside
• Can quickly sense what will help or hinder accomplishing a goal
• Eliminates roadblocks
• Creates focus

• Uses rigorous logic and methods to solve difficult problems with effective solutions
• Probes all fruitful sources for answers
• Can see hidden problems
• Is excellent at honest analysis
• Looks beyond the obvious and doesn't stop at the first answers

• Has the functional and technical knowledge and skills to do the job at a high level of accomplishment