Trust Operations Specialist

Ultipro; Lauderdale Courts (TN); On-site; USD 44,000 - 68,000; Full time

Job summary

Ultipro in the United States is seeking a Trust Operations Associate to support the Trust Department by handling administrative and operational tasks. You will learn trust policies, master SunGard and Jack Henry systems, and perform accounting, reconciliation, reporting, and transaction processing with accuracy.

Day-to-day tasks include processing client distributions and transfers, preparing reports, inputting wire transfers, and assisting with other duties.

Qualifications

• Associate's degree or higher preferred.
• Two years' experience in Trust Operations preferred.
• Strong Microsoft Word and Excel skills.
• Strong problem-solving, follow-up and execution skills.
• Strong attention to detail and good interpersonal and communication skills.
• Self-motivation to work independently and prioritize own schedule.
• Strong professionalism.

Responsibilities

• Process daily customer account transactions in SunGard and Jack Henry.
• 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

Problem-solving

Interpersonal skills

Verbal and written communication

Self-motivation

Professionalism

Follow-up and execution

Microsoft Word

Microsoft Excel

Education

Associate's degree or higher

Marketing, Banking, Economics, Finance or Business Administration Course Concentration

Tools

SunGard

Jack Henry

Job description

Ultipro in the United States is seeking a Trust Operations Associate to support the Trust Department by handling administrative and operational tasks. You will learn trust policies, master SunGard and Jack Henry systems, and perform accounting, reconciliation, reporting, and transaction processing with accuracy.

Day-to-day tasks include processing client distributions and transfers, preparing reports, inputting wire transfers, and assisting with other duties.