Senior Trust Operations Specialist

The Forge Companies; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Health & Wellness — medical, dental, V

Retirement Planning — 401(k) with 4%//

Job summary

The Forge Companies in the United States is seeking a Senior Trust Operations Specialist to support Trust Administration and the Operations Manager in daily account management.

You will mentor and train junior staff, ensure accuracy in reporting, and lead process improvements across trust platforms. A college degree or equivalent experience, plus proficiency in Excel/Word, are preferred.

Qualifications

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

Responsibilities

• Receive, review, and process new/existing client account paperwork.
• Ensure all client records are updated accurately and timely.
• Assist in transferring and re-registering securities for new accounts.
• Perform data analysis for accurate transaction reporting to internal clients.
• Coordinate with outside firms to connect custodial platforms for held away accounts.
• Oversee reconciliation processes with the Trust Accounting service provider and improve efficiency.

Skills

Trust accounting

Excel

Word

Attention to detail

Analytical skills

Interpersonal skills

Education

College degree or equivalent

Tools

Trust accounting software

Microsoft Excel

Microsoft Word

Job description

The Forge Companies is a fast-growing financial services organization backed by TA Associates, a leading global private equity firm. Since our founding in 2003, we have grown into an integrated platform of businesses providing specialized solutions across structured settlements, trust administration, wealth management, and financial services. We are dedicated to supporting plaintiff attorneys, their clients, and families navigating complex financial and life events.

At Forge, our people are at the heart of everything we do. We foster a collaborative, supportive culture built on trust, respect, excellence, empathy, and selflessness. Our commitment to our teammates has earned us recognition as a Top Workplace by the Atlanta Journal-Constitution. Check out our Top Workplaces page, part of the nation’s most credible employer recognition program.

As we continue to grow, we offer the opportunity to make a meaningful impact and build a career alongside a team that values your contributions. Join us as we continue to expand our reach and help individuals, families, and businesses navigate important financial decisions.

Job Summary

Advocacy Trust delivers specialized trust administration and fiduciary services, including special needs, personal, and settlement trusts to help protect assets and support clients’ long-term needs.

The Senior Trust Operations Specialist will provide support to Trust Administration and the Operations Manager in the daily administration and management of our trust accounts. The Senior Trust Operations Specialist should have the skills and knowledge to support these types of accounts. This role will also need 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. Additionally, this role will mentor and train Operations Specialists I and II, fostering a collaborative and growth-oriented team environment.

Essential Functions

Reasonable accommodation 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.
• Account Funding: assist in the transferring and re-registering of securities for new accounts.
• Data analysis for accurate transaction reporting to internal clients.
• Work with outside firms to establish connection to their custodial platform for held away accounts.
• Work with trust accounting provider to ensure held away accounts are reconciled for accurate reporting.
• Assist in the termination of accounts.
• Proactively resolve any out-of-balance conditions within the Trust Platform and implement preventative measures.
• Act as the primary liaison for the daily reconciliation reports, ensuring accuracy and timely distribution.
• Oversee and prioritize the timely completion of workflow and department inbox requests and inquiries.
• Serve as the main point of contact with the Trust Accounting service provider to update and enhance our efficiencies. Be system SME.
• Review and maintain department procedures to ensure they are current and effective.
• Implement and uphold internal controls to meet audit and regulatory requirements.
• Partner with the Operations Manager and Director of Operations on high-impact special projects, as needed.
• Coordinate with other areas of Operations to ensure seamless support and coverage when needed.
• Lead and develop Operations Specialists I and II by providing guidance, training, and mentorship.
• Design and lead company-wide trainings on new processes and initiatives.
• Ensure all daily, weekly, monthly, and quarterly reports are accurate, comprehensive, and distributed to the appropriate parties.
• Take ownership of other duties as assigned, ensuring alignment with team and organizational goals.

Desired Knowledge, Skills, And Abilities

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

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 10 pounds at times.

Travel Requirements

• Less than 10% of the time, but occasional travel is necessary.

At The Forge Companies, we believe taking care of our teammates is essential to building a supportive workplace. We offer a competitive benefits package designed to support your well-being and work-life balance.

• Competitive Compensation – Competitive pay aligned with the role and experience.
• Health & Wellness – Medical, dental, vision, life, and disability insurance with multiple plan options, plus a no cost Wellhub fitness and wellness platform membership.
• Retirement Planning – 401(k) retirement plan with a 4% employer match.
• Paid Time Off – 18 days of PTO for new employees plus 2 floating holidays and 9 company holidays. Employees’ PTO accrual rates increase with additional years of service to reach a maximum of 28 days.
• Education & Professional Development – Access to our education assistance program, along with company-paid licenses, certifications, and continuing education to support your growth and success in your role.
• Paid Parental Leave – Support for eligible teammates welcoming a child through birth, fostering, or adoption.
• Giving Back – 8 hours of paid time off for volunteering and supporting causes that matter to you.
• Career Growth – Opportunities for professional growth, new challenges, and long-term career advancement within a rapidly expanding organization that values internal mobility and promoting from within.
• People-First Culture – A collaborative, team-oriented environment where employees are encouraged to share ideas, learn from each other, and make a meaningful impact.