Trust Ops Associate - Johnston, RI

The Trust Ops Associate serves as a key point of contact for our client facing teams which support Trust, Agency, and Institutional clients.  Primary tasks include client on-boarding, account and contact record maintenance, account closings, check and physical security processing, cash and position reconciliations, and collateral pledge reporting.  The successful candidate will work in a team-oriented environment with our account administrators and other operations/support teams to deliver a seamless experience for our clients.  The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.  Must be detail-oriented, work with a high degree of accuracy and be able to handle multiple issues and meet short deadlines.  They will be responsible for completing assigned tasks within established deadlines and in accordance with policies and procedures.

 Specific functions include: 

• Reviewing required investment account opening documentation for completeness and accuracy, and setting-up accounts on internal accounting system 
• Managing investment account closings, ensuring that all internal teams complete their responsibilities as part of the closing process 
• Completing daily cash reconciliations, while identifying any resulting exceptions for research and resolution 
• Processing incoming mail, including check logging and posting, and returned mail 
• Processing physical security deposits and withdrawals, and completing reconciliations of physical assets held in the Private Wealth vault
• Completing collateral pledge reporting to help ensure Private Wealth’s client cash position is sufficiently collateralized 
• Independently researching more complex internal and external inquiries 
• Ensuring the unit’s documented procedures are accurate and up to date 

Required Qualifications: 

• Completed high school degree or GED equivalent
• 2 years + Financial Services experience 
• Willingness to work on-site at the company’s Johnston, RI office 
• Experience using Microsoft Office applications, particularly Excel 
• Strong attention to detail and the importance of data accuracy  
• Strong research and problem-solving skills 
• Strong organizational, time management and prioritization skills 
• Strong interpersonal, verbal and written communication skills 
• Willingness to adapt to an ever-changing environment 

Preferred Qualifications: 

• Experience providing operational support for trust/investment accounts for high-net-worth clients 
• Experience with the InnoTrust accounting platform 
• Demonstrated successful stable work history
• Completed Bachelor’s college degree

Hours & Work Schedule

• M-F: 8:30 AM ET - 5:00 PM ET - 100% in office until fully trained then potential hybrid 4 days in office 1 day work from home

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