Trust Operations Associate

Ultipro; Memphis, Northern (TN, KY); Hybrid; USD 48,000 - 65,000; Full time

Job summary

Ultipro in Memphis, TN, United States, seeks a Trust Operations Associate to support the Trust Department by performing administrative and operational tasks, learning trust policies, and handling accounting, reconciliation, reporting and transaction processing. The role involves interacting with clients to answer questions and resolve issues.

The position offers training and development opportunities, with emphasis on accuracy, client service, and teamwork in a dynamic environment.

Qualifications

• Associate's degree or higher preferred.
• Two years' experience in Trust Operations preferred.
• Strong Microsoft Word and Microsoft Excel skills.
• Strong problem-solving skills.
• Strong follow-up and execution skills.
• Good verbal and written communication skills.

Responsibilities

• Process daily customer account transactions in SunGard and Jack Henry systems that include client distributions and transfers.
• Attend and participate in additional job-related training courses and seminars.
• Assist, develop, and reconcile reports and correspondence.
• Verify SunGard and Jack Henry system distributions and transfers are accurate, complete, and balanced.
• Input wire transfer transactions via Jack Henry.
• Other duties as assigned.

Skills

Attention to detail

Communication skills

Problem-solving

Self-motivation

Interpersonal skills

Education

Associate's degree or higher preferred

Course concentration in Marketing/Banking/Economics/Finance or Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

The Trust Operations Associate supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies and procedures, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing. This position will interact with customers to answer questions and resolve issues.

Main Job Tasks and Responsibilities:

• Process daily customer account transactions in SunGard and Jack Henry systems that include client distributions and transfers.
• Attend and participate in additional job-related training courses and seminars.
• Assist, develop, and reconcile reports and correspondence.
• Verify SunGard and Jack Henry system distributions and transfers are accurate, complete, and balanced.
• Input wire transfer transactions via Jack Henry.
• Other duties as assigned.

Education and Experience:

• Associate's degree or higher preferred.
• Marketing, Banking, Economics, Finance or Business Administration Course Concentration preferred.
• Two years' experience in Trust Operations preferred.
• Strong Microsoft skills, including Microsoft Word and Microsoft Excel.
• Strong problem-solving skills.
• Strong follow-up and execution skills.
• Strong attention to detail.
• Good interpersonal skills.
• Good verbal and written communication skills.
• Self-motivation to work independently and prioritize own schedule.
• Strong professionalism.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.