Trust Operations Analyst: Data, Compliance & Process

myBridge Corporation; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

myBridge Corporation is seeking a detail-oriented Trust Operations Analyst to support daily administration, monitoring, and processes for trust and fiduciary activities. You will collaborate with operations, compliance, finance, legal, and relationship management to ensure accurate handling of transactions and records in line with policy and regulatory requirements.

Key responsibilities include reviewing activity, reconciling transactions, maintaining records, preparing reports, supporting

Qualifications

• Experience with trust and fiduciary operations and regulatory requirements.
• Strong attention to detail, analytical ability, confidentiality, and communication skills.

Responsibilities

• Review account activity and maintain operational records.
• Reconcile transactions and investigate discrepancies.
• Prepare reports and support audits.
• Monitor operational workflows and escalate issues as needed.

Skills

Trust and fiduciary operations

Account and transaction reconciliation

Data analysis and reporting

Documentation and record management

Microsoft Excel and financial systems

Compliance and internal controls

Issue investigation and resolution

Process improvement

Audit and regulatory support

Time management

Communication and collaboration

Education

Bachelor's degree in Finance/Accounting/Business Administration

Relevant banking, trust administration, or financial operations certifications

Job description

myBridge Corporation is seeking a detail-oriented Trust Operations Analyst to support daily administration, monitoring, and processes for trust and fiduciary activities. You will collaborate with operations, compliance, finance, legal, and relationship management to ensure accurate handling of transactions and records in line with policy and regulatory requirements.

Key responsibilities include reviewing activity, reconciling transactions, maintaining records, preparing reports, supporting