Consultant, Trust & Wealth Operations

Overview

Join Accrue Partners Project Solutions supporting a Confidential Financial Services Client within its Trust & Wealth division. As an Accrue Partners consultant, you’ll be supported by a delivery-focused team that prioritizes clear scope, strong client alignment, and execution discipline. This engagement offers the opportunity to step into a highly visible operational environment where experienced practitioners are needed to reinforce accuracy, compliance, and execution stability.

This engagement sits within a division undergoing leadership transition and operational recalibration. Internal teams require additional execution support to ensure day-to-day trust administration, reporting, and compliance responsibilities are performed with precision while leadership focuses on broader organizational priorities.

• The client requires experienced Trust & Wealth operations professionals who can step in immediately and ensure critical administrative, transactional, and compliance functions are executed properly.
• Leadership is seeking an experienced professional who understands fiduciary environments and can stabilize workflows, reinforce controls, and maintain operational discipline while internal leadership focuses on broader organizational priorities.
• This role plays a key part in ensuring trust operations, reporting, and documentation standards remain compliant, audit-ready, and consistent across active accounts and portfolios.
• This role is particularly important to ensure trust operations, reporting, and documentation standards remain compliant, accurate, and audit-ready across active client accounts and portfolios.

• Provide hands-on operational support across trust administration and wealth operations functions
• Execute account lifecycle activities including openings, maintenance, transfers, and closures
• Process transactions, settlements, distributions, and cash movements
• Perform account reconciliations and validate financial accuracy
• Ensure compliance with trust documents, fiduciary standards, and regulatory requirements
• Support preparation of beneficiary reporting, account reviews, and financial statements
• Maintain documentation integrity and audit readiness
• Coordinate with internal teams including Operations, Compliance, Finance, and client-facing teams
• Support physical and digital asset tracking processes as required
• Document procedures and capture institutional knowledge from existing workflows
• Identify workflow gaps and recommend improvements to strengthen operational efficiency and controls

• Deep hands-on experience in Trust Operations, Wealth Operations, or Fiduciary Administration environments required
• Strong understanding of trust account structures, lifecycle management, and transactional workflows
• Demonstrated ability to operate independently in fast-paced, accuracy-critical environments
• Experience supporting reconciliations, reporting, and operational validation processes
• Working knowledge of fiduciary compliance standards and regulatory expectations
• Experience stabilizing processes or supporting transitions within operational teams highly valued
• Ability to collaborate cross-functionally with operations, compliance, finance, and client-facing teams
• Experience with trust platforms such as FIS Trust Desk strongly preferred
• Relevant certifications such as CTFA, CFP, CPA, or securities licenses are valued but not required

• Engagement Type:
  Consulting (W2)
• Duration: 4–6 months
• Locations:
  Charlotte, Atlanta, or Dallas
• Travel:
  Required;
  Frequent to Little Rock, AR. Client preference is consistent in-office presence during workwork.
• Travel is billable to client