Trust Operations Specialist — Account Support

Fuse3 Solutions; Tulsa (OK); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Retirement plan

Other employee benefits

Job summary

Fuse3 Solutions seeks an Account Support Associate in Tulsa, OK to support daily client service operations within a financial services environment. You will process new account openings, transactions, distributions, and documentation with accuracy and compliance.

This role emphasizes collaboration with Advisors, Client Service Associates, and Operations, requires attention to detail, multi-system proficiency, and a proactive approach to exceptions.

Qualifications

• 1–3 years in financial services, in a support or operations role.
• Strong understanding of accounting principles, data analysis, and record retention practices.
• High attention to detail and accuracy in financial processing.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and 10-key typing.

Responsibilities

• Process new account openings, updates, audits, and documentation, keeping information accurate and aligned with client preferences and standards.
• Complete account opening activities in CSS, set up statements and variable payout ticklers, coordinate electronic access requests with Operations.
• Communicate account setup completion to Advisors and Client Service Associates.
• Research, initiate, and process client transactions not handled by Trust Operations, including wires, ACH transfers, checks, and internal transfers.
• Monitor and manage shared inbox requests for distributions and transactions.
• Coordinate approvals for transactions exceeding thresholds and update requestors on completion.
• Establish and maintain distribution ticklers for recurring distributions.
• Scan and manage electronic documents to keep records compliant.
• Create, organize, and maintain Original Document files with secure storage.
• Upload and maintain transaction records, account documentation, and supporting materials in Trust Notes.
• Collaborate with Advisors, Client Service Associates, Operations, and other teams on setup, distributions, and requests.
• Reconcile discrepancies and elevate system issues or exceptions as appropriate.
• Handle day-to-day administrative and operational tasks with accuracy and timeliness.
• Assist with additional projects and duties as assigned.

Skills

Data analysis

Accounting principles

Attention to detail

Organization

Time management

Microsoft Office

10-key typing

Communication skills

Team player

Documentation practices

Education

Degree in business/finance/accounting

Tools

CSS

Trust Notes

Electronic banking systems

Job description

Fuse3 Solutions seeks an Account Support Associate in Tulsa, OK to support daily client service operations within a financial services environment. You will process new account openings, transactions, distributions, and documentation with accuracy and compliance.

This role emphasizes collaboration with Advisors, Client Service Associates, and Operations, requires attention to detail, multi-system proficiency, and a proactive approach to exceptions.