Senior Trust Operations Lead

The-Forge-Companies; United States; A distancia; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive Compensation

Health & Wellness

Retirement Planning

Paid Time Off

Education & Professional Development

Paid Parental Leave

Giving Back

Career Growth

People-First Culture

Descripción de la vacante

The Forge Companies is a fast-growing financial services organization seeking an Operations professional to support trust administration and fiduciary service delivery. The role focuses on account opening, maintenance, funding, data analysis, and reporting to protect assets and support clients and families.

You will collaborate with a cross-functional team, drive process improvements, and ensure accuracy across daily, weekly, and monthly reports while upholding internal controls and regulatory

Formación

• College Degree in related field or equivalent work experience.
• Experience with Trust Accounting platforms is a plus.
• Proficiency in Microsoft Excel and Word.
• Strong attention to detail and organizational skills.
• Strong research, analytical, and interpersonal skills.
• Ability to self-identify opportunities for improvement.

Responsabilidades

• Account Opening: process client account paperwork.
• Account Maintenance: update client records timely.
• Account Funding: transfer and re-register securities for new accounts.
• Data analysis for transaction reporting.
• Coordinate with custodial platforms for held away accounts.
• Ensure held away accounts are reconciled for reporting.
• Lead daily reconciliation; primary liaison for reports.
• Oversee timely completion of workflow and inbox requests.
• Design and deliver trainings on new processes.
• Maintain internal controls to meet audit requirements.
• Partner on high-impact projects.

Conocimientos

Excel and Word proficiency

Attention to detail

Analytical skills

Interpersonal skills

Opportunity for improvement

Educación

College Degree in related field or equivalent work experience

Herramientas

Trust Accounting platform(s)

Descripción del empleo

The Forge Companies is a fast-growing financial services organization seeking an Operations professional to support trust administration and fiduciary service delivery. The role focuses on account opening, maintenance, funding, data analysis, and reporting to protect assets and support clients and families.

You will collaborate with a cross-functional team, drive process improvements, and ensure accuracy across daily, weekly, and monthly reports while upholding internal controls and regulatory