Trust Operations Associate

Trust services is looking for a Trust Operations Associate to join our dynamic Trust Reconciliation team. The ideal candidate will be a highly motivated & passionate professional who has background experience in US retirement/operations, process design, risk mitigation and a proven ability to work closely with various partners. This individual will play a key role in supporting daily Trust functions while also contributing to processes/initiatives that position our business for the future.

This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment, values collaboration, and is eager to make an impact.

• Prepare and review daily cash reconciliations, ensuring receipts, disbursements, taxes, and lockbox accounts are all reconciled and in balance by the close of business.

• Identify out of balances and take proactive steps to resolve all breaks daily.

• Monitor and manage incoming/outgoing money for payrolls, manual trades, ACH activity, and check deposits.

• Research and own the resolution of trading issues and reconciliation breaks to ensure aging remains within SLA’s.

• Successfully monitor and follow up on escalated items, seeing problems through to resolution and closure.

• Support check deposit process by receiving and depositing checks.

• Process tax corrections and support annual production of tax forms for participants/plans.

• Initiate and approve customer wires and book transfers; transmit and void files to the bank.

• Assist in monthly and quarterly aged item reporting.

• Collaborate with and support other members of the Reconciliation unit in completing daily functions.

• Ensure all procedure documentation is accurately reviewed and maintained. Ensure controls are being followed and steps taken to mitigate risk.

• Contribute ideas for process optimization to improve efficiency and effectiveness. Work with internal teams for requirements, design, implementation and documentation.

• Monitor email inbox and respond to inquiries providing timely and accurate information.

• Strong Excel skills and experience with Power Apps & Power BI

• Strong attention to detail skills

• Minimum 3-5 years of financial services experience ideally from a retirement plan provider.

• Knowledge of trading platforms and US retirement industry preferred

• Strong understanding of cash/share reconciliation and impacts.

• Ability to work independently and in a team environment under tight deadlines. Demonstrate initiative and being a team player.

• Excellent customer service, communication, and problem resolution skills. Able to work with diverse teams and

• Previous experience working with SQL, FIS Omni, JIRA and/or Matrix CC360 a plus

• Experience working in projects or process-improvement initiatives, establishing & documenting requirements, developing solutions, and status reporting to management & partners.

• Familiarity with SAFE AGILE methodology

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

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