Detail-Oriented Trust Account Maintenance Specialist

ADP, Inc.; Louisville (CO); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

Health Savings Account with employer

Job summary

New Direction Trust Company is seeking an Account Maintenance Specialist in Louisville, CO to support the ongoing administration of client accounts. You will review and process account maintenance requests, update records, and ensure information remains accurate, complete, and properly documented.

The role requires high attention to detail, strong organization, and ability to manage a high volume of work in a regulated environment.

Qualifications

• Experience in financial services, banking, trust operations, retirement accounts, or related operational role.
• Exceptional attention to detail and a strong commitment to accuracy.
• Ability to review forms and supporting documentation carefully and identify missing or inconsistent information.
• Strong organizational and time-management skills.
• Ability to manage a high volume of requests, changing priorities, and deadlines.
• Strong written and verbal communication skills.
• Professional and confident communication with clients and internal partners.
• Ability to research issues, solve problems, and follow assignments to completion.
• Experience with IRAs or self-directed retirement accounts is helpful but not required.
• High school diploma required; associate or bachelor’s degree preferred.

Responsibilities

• Review and process account maintenance requests accurately and within established service standards.
• Update client demographic information (addresses, phone numbers, emails, etc.).
• Process beneficiary additions and changes based on proper documentation.
• Review requests related to authorized individuals and representatives.
• Support account registration and other administrative changes.
• Verify submitted forms and documentation for completeness and authorization.
• Contact clients or internal partners for missing or corrected information.
• Maintain complete records of updates and communications.
• Monitor work queues and follow requests to completion.
• Identify discrepancies or risks and escalate appropriately.
• Protect confidential client information per privacy and security policies.
• Collaborate with Client Services, Trust, Transactions, Compliance, AML/KYC, Finance, and others.
• Assist with returned mail, restrictions, deceased-account notices, and related tasks.
• Support reporting, quality-control, and process improvements.
• Cross-train on additional responsibilities and provide backup coverage.
• Perform other duties as business needs evolve.

Skills

Attention to detail

Time management

Communication

Organizational skills

Discretion / confidentiality

Microsoft Office

Education

High school diploma or equivalent

Associate or bachelor’s degree in business / finance (preferred)

Tools

Microsoft Office suite

Job description

New Direction Trust Company is seeking an Account Maintenance Specialist in Louisville, CO to support the ongoing administration of client accounts. You will review and process account maintenance requests, update records, and ensure information remains accurate, complete, and properly documented.

The role requires high attention to detail, strong organization, and ability to manage a high volume of work in a regulated environment.