Trust Operations Specialist

Mysticchamber; Norwich, Northern (CT, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Mysticchamber is seeking a team-oriented professional to provide comprehensive support to Trust Officers in operational, administrative, and relationship management activities from the Trust Services office in Norwich. The role emphasizes client confidentiality, accuracy, and adherence to policies and procedures to advance into roles with increasing responsibility.

Responsibilities include preparing reports, processing transactions, and assisting with estate and trust administration while

Qualifications

• Knowledge of state and federal regulations and compliance guidelines.
• Strong attention to detail; efficient, well-organized, and accurate.
• Ability to work in a fast-paced environment and meet defined deadlines.
• Professionalism in appearance and demeanor.
• Basic knowledge of wealth management terminology and financial and estate planning concepts.
• Self-motivation and ability to work independently and proactively.
• Excellent interaction with customers and coworkers.
• Excellent verbal and written communications skills.
• Experience in customer service settings, specifically in the financial and/or legal services sector.
• Proficiency with Windows Office, Outlook, Excel, as well as other basic computer skills.
• Perform duties of the position with strict adherence to all bank policies and in respect for customer privacy.
• Complete courses, training, and licensing, as may be required for successful completion of responsibilities and progression within the Department.

Responsibilities

• Provide operational and administrative support to Department customers and the Trust Officers, delivering outstanding service in written, electronic, telephone, and in-person communications.
• Ensure accuracy and timeliness in creation, preparation, and processing of reports, transaction reconciliation, files and documents.
• Maintain files and records in compliance with regulatory and bank policies.
• Assist with administration of client estates and trusts.
• Coordinate activities with other departments and branches as needed.
• Assist in marshaling, management, and transfer of securities and assets.
• Prepare information for tax and legal filings.
• Support with daily Departmental functions including account setup and balancing transactions.

Skills

Attention to detail

Regulatory compliance

Communication skills

Customer service

Self-motivation

Organizational skills

Team player

Privacy & confidentiality

Wealth management terminology

Proactive work approach

Tools

Windows Office

Outlook

Excel

Job description

Mysticchamber is seeking a team-oriented professional to provide comprehensive support to Trust Officers in operational, administrative, and relationship management activities from the Trust Services office in Norwich. The role emphasizes client confidentiality, accuracy, and adherence to policies and procedures to advance into roles with increasing responsibility.

Responsibilities include preparing reports, processing transactions, and assisting with estate and trust administration while