Detail-Oriented Trust Account Specialist

NDTCO; Louisville (CO); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical, dental, vision, and life 보험

Hybrid work environment

401(k) retirement plan with company 3%

Paid time off and major holidays

Professional development opportunities

Job summary

New Direction Trust Company, based in Louisville, CO, is seeking an Account Maintenance Specialist to support ongoing administration of client accounts. The role involves processing maintenance requests, updating records, and ensuring information accuracy and proper documentation.

You will collaborate with multiple departments to resolve needs in a regulated environment. The position is full-time and hybrid, with a typical 8:30 a.m.–5:00 p.m.

Qualifications

• Experience in financial services, banking, trust operations, retirement accounts, or related operational roles is preferred.
• Attention to detail and accuracy are essential.
• Ability to review forms and supporting documentation for missing/inconsistent information.
• Strong organizational and time-management skills.
• Ability to manage high volume of requests, changing priorities, and deadlines.
• Excellent written and verbal communication with clients and internal partners.
• Professional and confident communication.
• Ability to research issues and follow assignments through to completion.
• Sound judgment and escalation when needed.

Responsibilities

• Review and process account maintenance requests accurately within service standards.
• Update client demographic information (addresses, phones, emails).
• Process beneficiary additions/changes with proper documentation.
• Handle authorized individual, interested party, POA, and representative requests.
• Support account registration and other admin changes.
• Review forms and documentation for completeness and authorization.
• Request additional information when needed from clients or partners.
• Maintain complete records of updates and communications.
• Monitor work queues and follow requests to completion.
• Escalate discrepancies or unusual activity through proper channels.
• Protect confidential client information per privacy and security policies.
• Collaborate with Client Services, Trust, Transactions, Compliance, AML/KYC, Finance, and others to resolve needs.
• Assist with returned mail, account restrictions, deceased-account notifications, and other tasks.
• Support reporting, QA, process improvements, and special projects.
• Cross-train and provide backup for other Account Maintenance duties.
• Adapt to evolving business needs.

Skills

Attention to detail

Organizational skills

Time management

Written and verbal communication

Client and internal partner comms

Problem solving

Discretion and privacy

Ability to learn CRM/workflow systems

Education

High school diploma or equivalent

Associate or bachelor’s degree in business/finance

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

New Direction Trust Company, based in Louisville, CO, is seeking an Account Maintenance Specialist to support ongoing administration of client accounts. The role involves processing maintenance requests, updating records, and ensuring information accuracy and proper documentation.

You will collaborate with multiple departments to resolve needs in a regulated environment. The position is full-time and hybrid, with a typical 8:30 a.m.–5:00 p.m.