Senior Trust Operations Lead - Mentorship & Process Impact

Forge Consulting; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health & Wellness

401(k) with match

PTO + holidays

Education assistance

Parental leave

Volunteer time off

Career growth

People-first culture

Job summary

The Forge Companies seek a Sr. Trust Operations Specialist to support trust administration and daily operations. You will lead data-driven tasks, mentor junior staff, and partner with management on special projects to optimize processes and controls.

Ideal candidates will have a degree or equivalent experience, strong Excel/Word skills, and a detail-oriented, collaborative approach to delivering timely, accurate reporting across the trust platform.

Qualifications

• College degree or equivalent 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.
• Collaborative attitude.

Responsibilities

• Open, review, and process new/existing client account paperwork.
• Update client records accurately and timely.
• Assist in transferring and re-registering securities for new accounts.
• Provide data analysis for transaction reporting to internal clients.
• Coordinate with custodial platforms for held away accounts.
• Reconcile held away accounts with the trust accounting provider.
• Mentor and train Operations Specialists I and II.
• Design and deliver company-wide trainings on new processes.
• Ensure daily, weekly, monthly, and quarterly reports are accurate and distributed.

Skills

Attention to detail

Organizational skills

Analytical skills

Interpersonal skills

Collaborative attitude

Process improvement mindset

Self-motivation

Education

College degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Job description

The Forge Companies seek a Sr. Trust Operations Specialist to support trust administration and daily operations. You will lead data-driven tasks, mentor junior staff, and partner with management on special projects to optimize processes and controls.

Ideal candidates will have a degree or equivalent experience, strong Excel/Word skills, and a detail-oriented, collaborative approach to delivering timely, accurate reporting across the trust platform.