Trust Operations Specialist

Boston, MA 02110

Posted: 09/18/2018 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82069

A top law firm in Boston, MA is seeking a Trust Operations Specialist to join their team. This is a great opportunity to make lasting connections with a leading firm that offers a diverse culture. Apply today!

Responsibilities for the Trust Operations Specialist:
  • Manage clients’ on-line access
  • Oversee the complete free asset movement process by managing the expectations of internal clients
  • Create and maintain all departmental procedures
  • Manage the co-op program by interviewing candidates, training, managing workflow and answering questions
  • Oversee small custodial relationship by processing checks and wires and user setup and maintenance
  • Maintain account and client data on accounting system
  • Review weekly and quarterly accounting system maintenance schedule and present pertinent information to the team
  • Assist other team members on cash processing items as needed
  • Work with others to support efforts within a department or function of the firm
  • Organize and prioritize assignments and contributes to the department’ s ability to meet or exceed goals and standards
Requirements for the Trust Operations Specialist:
  • Bachelor’ s Degree in Accounting, Finance, or Business Administration
  • 3-5 years of progressive experience within Trust Operations required
  • Superior knowledge of Trust Operation procedures and the processing of individual account transactions
  • Excellent client interaction skills
  • Must be a team player and be able to consistently meet deadlines
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                     

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.