Trust Operations Specialist

What's This Job All About?

The Trust Operations Specialist contributes to the comprehensive trust administration services provided by Greenleaf Trust by utilizing trust accounting software and a variety of additional programs to establish and maintain client accounts and documentation as well as by creating, reviewing and posting transactions. This individual follows, writes and enhances work instructions and procedures ensuring compliance with all regulatory requirements, company policy and internal divisional procedures.

What You'll Be Doing

• Account opening - Establishing new accounts by creating agreements and related documentation and entering account information in trust administration system
• Account maintenance - Accurately maintain accounts, including address, allocation, or beneficiary changes in accordance with company, state, and federal regulatory requirements
• Complete asset review and receipt process to verify assets that can be held and transferred in kind and to track account transfer timelines
• Import, review, process and post external account free receipts and free deliveries ensuring timely response in fulfillment of client requests
• Review, process and post internal account transfers ensuring timely response in fulfillment of client requests
• Import and process cash transactions via checks, wires, and ACH ensuring timely response in fulfillment of client requests
• Maintain digital account files by ensuring all related paperwork, including auditing items, is filed timely following the established filing guidelines
• Participation in designated work groups/strike force teams and projects as assigned
• All other duties as assigned

Security Responsibilities

• Employees are required to comply with all information and physical security policies and procedures
• Recurring training on information and physical security policies will be provided throughout your period of employment. Participation in these trainings is required.
• Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations

What You Need for this Position

• Bachelor's Degree and minimum 1 year of Operations experience in a financial services environment with some Trust Operations experience preferred or equivalent education and experience.