Trust Operations & Fed Trade Settlement Specialist

ABOC; Chicago (IL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Full health insurance (medical, dental

Vision

401k

Employee Assistance Program

Opportunities for advancement

Community Service Opportunities

Job summary

ABOC in Chicago is seeking a Trust Operations Specialist to coordinate the Fed trade settlement process and oversee daily workflows within Trust Operations. The role focuses on ensuring accurate settlements, balancing daily activity, and supporting related duties across the department.

The ideal candidate will have a high school diploma, familiarity with Microsoft 365, and knowledge of trust/trade practices, with ~2 years of experience in trade settlements in financial services.

Qualifications

• High school diploma or equivalent is required.
• Microsoft 365 experience is required.
• Knowledge of trust/trade practices and procedures, with ~2 years in a trade settlement role or related financial services experience.

Responsibilities

• Monitor the processing of Fed trade settlements and input to the Trust Accounting System.
• Oversee the daily workflow of Trust Operations functions.
• Identify opportunities for productivity improvements and system enhancements.
• Assist in transitioning new account assets, settlement, reconciliation, and balancing of daily trade activity and accounts.

Skills

Microsoft 365 Experience

Trust/trade practices knowledge

Education

High school diploma or equivalent

Job description

ABOC in Chicago is seeking a Trust Operations Specialist to coordinate the Fed trade settlement process and oversee daily workflows within Trust Operations. The role focuses on ensuring accurate settlements, balancing daily activity, and supporting related duties across the department.

The ideal candidate will have a high school diploma, familiarity with Microsoft 365, and knowledge of trust/trade practices, with ~2 years of experience in trade settlements in financial services.