Trust Operations Clerk, Sr.

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Trust Operations Clerk, Sr. is responsible for clerical and administrative duties to support the daily operations of a trust function. Implements policies and frameworks to process and track transactions, including deposits, fees, distributions, and payments. Being a Trust Operations Clerk, Sr. maintains and updates databases to ensure accurate customer details, account documents, and statements. Ensures trust activities and reporting comply with internal controls and regulatory requirements. Additionally, Trust Operations Clerk, Sr. prepares operational reports to summarize trust performance and provide insights to management. Requires an associate degree. Typically reports to a supervisor. The Trust Operations Clerk, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Trust Operations Clerk, Sr. typically requires 3-5 years of related experience.