Sr. Trust Operations Professional

Our client is seeking a dedicated Sr. Trust Operations Professional to join their dynamic team. This role is open to fully remote candidates, offering the flexibility to work from any location.

As a Sr. Trust Operations Professional, you will provide expert operational support for our client's Personal Trust Services (PTS) book of business. This includes complex account opening and termination, cash movement and disbursements, advisor and client communication, as well as training, quality assurance, and project support.

Key Responsibilities:

• Client and Account Maintenance
• Trust Account and DDA reconciliation
• Cash and Fee processing
• Account Terminations
• Daily Net Settlement
  
  
  

The ideal candidate will have direct trust operations experience. While experience with the FIS/Charlotte trust system is preferred, it is not a requirement. Please note that only having a financial or banking background will not suffice; specific trust operations experience is necessary.

In this role, you will be responsible for:

• Establishing and maintaining positive internal, external, advisor, and client relationships
• Delivering quality customer service and ensuring client retention
• Performing complex account operations functions, including opening new accounts and closing/de-funding accounts in the administration system
• Assuring account data integrity
• Providing system processing functions, including system posting, process management review and approval, batch processing, and other reporting
  
  
  

Join our client's team and contribute to their commitment to excellence. Please note that upon offer, candidates must complete a background check. We look forward to receiving your application.

Horizontal facilitates valuable and productive conversations between you and potential employers. We can assist you in growing your career by partnering you with employers that offer challenging assignments. For those that join the team, we offer competitive compensation and benefits including medical, dental, vision, and retirement. Check out all we have to offer and how you can become part of the Horizontal Talent Team. The pay range for this role is $59 - $64 per hour. This is not a guarantee of compensation, as final offer amount may vary based on factors including but not limited to experience and geographic location.