Trust Operations Specialist | 401(k) & FinServ Growth

Tnbankers; Memphis (TN); On-site; USD 45,000 - 57,000; Full time

Benefits offered by this job

401(k) benefit

Job summary

Tnbankers is looking for a professional in Memphis, TN to assist with trust administration and new client onboarding. Responsibilities include executing account paperwork and ensuring compliance with regulations.

The ideal candidate should hold a Bachelor's degree in Finance or a related field, demonstrate attention to detail, and have strong interpersonal skills. The role offers a salary range of $45,000 – $57,000 annually and includes a 401(k) benefit.

Qualifications

• Attention to accuracy, detail, and organization required.
• Excellent interpersonal and communication skills needed.
• Proficiency with office software and familiarity with financial systems is important.
• Ability to manage multiple tasks effectively and prioritize under deadlines.

Responsibilities

• Assist with new client onboarding and account paperwork.
• Utilize trust accounting systems to process transactions and ensure compliance.
• Monitor daily trust system reports for accuracy.
• Support compliance by adhering to policies and maintaining organized files.
• Handle centralized operations activities like posting daily receipts.
• Open and close accounts on the trust accounting system.

Skills

Attention to accuracy

Excellent interpersonal skills

Proficiency with office software

Ability to manage multiple tasks

Education

Bachelor’s degree in Business Administration or Finance

Job description

Tnbankers is looking for a professional in Memphis, TN to assist with trust administration and new client onboarding. Responsibilities include executing account paperwork and ensuring compliance with regulations.

The ideal candidate should hold a Bachelor's degree in Finance or a related field, demonstrate attention to detail, and have strong interpersonal skills. The role offers a salary range of $45,000 – $57,000 annually and includes a 401(k) benefit.