Operations Specialist - Trust

The Forge Companies; Atlanta (GA); On-site; USD 50,000 - 65,000; Full time

Job summary

The Forge Companies in Atlanta is seeking an Operations Specialist I - Trust to support trust administration and the Operations Manager in daily tasks. You will manage client accounts, reconcile cash processes, and uphold internal controls with a focus on accuracy and timely delivery.

Ideal candidates have a bachelor’s degree in business or finance and at least two years in trust or banking operations, with strong communication and organizational skills.

Qualifications

• Bachelor's degree in business, finance or related field is required or equivalent work experience.
• 2 years of trust, investment or banking operations experience.
• Strong attention to detail and excellent organizational skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Receive, review and process new and existing client account paperwork.
• Maintain client records with accuracy and timeliness.
• Handle asset control, vault duties and assist with audits.
• Process daily trust cash registers and reconcile Trust settlements.
• Process deposits and disbursements through AddVantage.
• Maintain internal controls to meet audits and regulations.
• Perform general administrative duties and maintain records.
• Assist Operations Manager with special projects as needed.
• Collaborate with other Operations areas for back-up support.
• Other duties as assigned.

Skills

Attention to detail

Communication skills

Organizational skills

Time management

Team collaboration

Education

Bachelor's degree in business, finance or related field

Tools

Microsoft Office Suite

Job description

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The Operations Specialist I - Trust will provide support to Trust Administration and the Operations Manager in the daily administration and management of our trust accounts. The Operations Specialist I - Trust should have the skills and knowledge to support these types of accounts. The Operations Specialist I - Trust also needs to be initiative-taking with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, purposeful, detailed, and have exceptional communication and people skills.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Account Opening: receive, review and process new/existing client account paperwork.
• Account Maintenance: ensure all client records are updated accurately and timely.
• Asset Control/Vault custodial duties: Asset maintenance, reconciliation, securing/removing tangible assets, assist with vault audits
• Process the trust daily cash registers. Resolve any out of balance conditions created by a credit to or remittance from an account within the Trust Platform. Function as the primary liaison for the daily cash balancing and ensure that the daily Trust Settlement reconciliation is performed.
• Processes account deposits and disbursements through AddVantage.
• Maintain internal controls and meet audit and regulatory requirements.
• Perform general administrative duties such as mailing, correspondence and maintaining customer records.
• Assist Operations Manager with special projects, as needed.
• Work with other areas of Operations to provide back-up or assistance when needed.
• Other duties as assigned.

Required Skills/Abilities

• Bachelor’s degree in a business, finance or related field, or equivalent work experience
• 2 years of trust, investment, banking operations experience.
• Strong attention to detail and excellent organizational skills
• Proficient skills with Microsoft Office Suite.
• Excellent communication skills, both written and verbal.
• Strong organizational skills and diligence.
• Positive outlook and adapts easily to a constantly changing environment.
• Ability to communicate thoughts and findings to management effectively and efficiently.
• Be a positive influence on co-workers.
• Be creative, enthusiastic, and energetic to impact our mission.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Travel Requirements

• Less than 5% of the time, but occasional travel is necessary.