Trust Operations Specialist

Forge Consulting; Atlanta (GA); Vor Ort; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Competitive Compensation

Health & Wellness

Retirement Planning

Paid Time Off

Education & Professional Development

Paid Parental Leave

Giving Back

Career Growth

People-First Culture

Zusammenfassung

The Forge Companies in Atlanta seeks an Operations Specialist I - Trust to support Trust Administration and the Operations Manager in the daily management of trust accounts. The role requires initiative, multi-tasking and strong communication to ensure accurate processing and timely servicing.

Ideal candidates will have a Bachelor’s in business or finance and at least 2 years in trust or banking operations, with excellent attention to detail and proficiency in Microsoft Office.

Qualifikationen

• Bachelor’s degree in business, finance or related field, or equivalent work experience.
• 2 years of trust, investment, banking operations experience.
• Strong attention to detail and excellent organizational skills.
• Collaborative attitude and teamwork orientation.
• Proficient with Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Ability to stay organized and diligent in a fast-paced environment.
• Positive, adaptable and able to multitask effectively.
• Ability to communicate findings to management clearly.

Aufgaben

• Account Opening: receive, review and process new/existing client account paperwork.
• Account Maintenance: ensure all client records are updated accurately and timely.
• Asset Control/Vault custodial duties: Asset maintenance, reconciliation, securing/removing tangible assets, assist with vault audits.
• Process the trust daily cash registers. Resolve any out of balance conditions created by a credit to or remittance from an account within the Trust Platform.
• Processes account deposits and disbursements through AddVantage.
• Maintain internal controls and meet audit and regulatory requirements.
• Perform general administrative duties such as mailing, correspondence and maintaining customer records.
• Assist Operations Manager with special projects, as needed.
• Work with other areas of Operations to provide back-up or assistance when needed.
• Other duties as assigned.

Kenntnisse

Attention to detail

Organizational skills

Collaborative attitude

Written and verbal communication

Multitasking

Adaptability

People skills

Ausbildung

Bachelor’s degree in business/finance

Tools

Microsoft Office Suite

Jobbeschreibung

About The Forge Companies

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

The Operations Specialist I - Trust will provide support to Trust Administration and the Operations Manager in the daily administration and management of our trust accounts. The Operations Specialist I - Trust should have the skills and knowledge to support these types of accounts. The Operations Specialist I - Trust also needs 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.

Essential Functions

Reasonable accommodations 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.


• Asset Control/Vault custodial duties: Asset maintenance, reconciliation, securing/removing tangible assets, assist with vault audits


• Process the trust daily cash registers. Resolve any out of balance conditions created by a credit to or remittance from an account within the Trust Platform. Function as the primary liaison for the daily cash balancing and ensure that the daily Trust Settlement reconciliation is performed.


• Processes account deposits and disbursements through AddVantage.


• Maintain internal controls and meet audit and regulatory requirements.


• Perform general administrative duties such as mailing, correspondence and maintaining customer records.


• Assist Operations Manager with special projects, as needed.


• Work with other areas of Operations to provide back-up or assistance when needed.


• Other duties as assigned.

Required Skills/Abilities

• Bachelor’s degree in a business, finance or related field, or equivalent work experience


• 2 years of trust, investment, banking operations experience.


• Strong attention to detail and excellent organizational skills


• Collaborative attitude


• Proficient skills with Microsoft Office Suite.


• Excellent communication skills, both written and verbal.


• Strong organizational skills and diligence.


• Positive outlook and adapts easily to a constantly changing environment.


• Excellent multi-tasking skills.


• Ability to communicate thoughts and findings to management effectively and efficiently.


• Be a positive influence on co-workers.


• Be creative, enthusiastic, and energetic to impact our mission.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.


• Must be able to lift 15 pounds at times.

Travel Requirements

• Less than 5% of the time, but occasional travel is necessary.

Benefits & Perks

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.

Our benefits and perks include:

• 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.