Springborn Staffing is working with a client who is looking for candidates that have worked in trust or banking operations. This is a direct hire opportunity.

Position Overview:

The Trust Operations Assistant plays a vital role in supporting the back office by administering trust accounts and ensuring smooth daily operations. This position requires strong organizational skills, attention to detail, and the ability to manage multiple tasks while collaborating with colleagues and external professionals.

Key Responsibilities:

• Post daily account transactions, including trades, expenses, and distributions, in the trust accounting system.
• Prepare and review reports for daily cash activities and other trust account analyses.
• Perform account reconciliations and ensure trust account cash balances are adequate to meet financial obligations (e.g., beneficiary distributions, fiduciary fees, and bills).
• Review payment codes and transactions for accuracy and compliance with governing documents and regulations.
• Assist in the quarterly administrative review of trust accounts.
• Examine trust documents and files to ensure compliance with relevant laws and policies.
• Communicate regularly with attorneys, accountants, and internal colleagues to resolve account-related inquiries.
• Generate, review, and distribute client monthly statements and manage associated mailing processes.
• Handle incoming and outgoing mail and respond to phone inquiries.
• Support additional administrative duties as needed.

Required Skills and Qualifications:

• Education: Bachelor's Degree preferred
• Experience: Account reconciliation, trust or banking: 1 year (Required) of experience in trust administration.
• Technical Skills:
• Familiarity with trust accounting systems (e.g., FIS/Charlotte) preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Certifications: Completion of a Trust Certificate or CTFA preferred.
• Communication: Strong oral and written communication skills.
• Organizational Abilities:
• Exceptional attention to detail.
• Proven ability to manage multiple tasks/projects simultaneously.
• Strong organizational and time management skills.
• Professionalism:
• Team-oriented with the ability to work independently.
• Proactive problem solver capable of anticipating needs and finding solutions.
• Regulatory Knowledge:
• Understanding of fiduciary accounts and their administration under applicable laws and regulations.
• Familiarity with regulatory requirements, including compliance with the Bank Secrecy Act.
• General Requirements: Must be PC literate and comfortable working with financial reconciliations.