Trust Operations Specialist (Fiduciary & Compliance)

Johnson Investment Counsel, Inc.; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Johnson Investment Counsel, Inc. seeks a Trust Administration Support professional to assist Trust Officers in managing JTC accounts, ensuring fiduciary duties and regulatory compliance.

You will independently handle workflows, financial transactions, and reporting while contributing to process improvements across trust groups. The role requires strong organizational skills, data handling, and proficient use of Excel, Word, and Outlook.

Qualifications

• BBA/BS degree or 4+ years of relevant work experience.
• Bank or trust experience is not required.
• Understanding fiduciary responsibilities and confidentiality.
• Willingness to learn and grow in role.
• Independent/self-starter with ability to manage multiple tasks.
• Ability to own and manage multiple projects independently.
• Organized and detail oriented.
• Excellent problem solving and follow up skills.
• Proficient in Excel, Word, and Outlook.
• Strong interpersonal and communication skills.
• Relational and easy to work with.

Responsibilities

• Assist Trust Officers with professional service and fiduciary responsibilities.
• Identify, analyze, and resolve issues in account administration and propose solutions.
• Maintain compliance with internal policies and regulatory requirements.
• Independently manage workflows using checklists and procedures.
• Manage tasks like ticklers, spreadsheet tracking, and electronic file upkeep.
• Process financial transactions such as bill payments, checks, ACH, and wire transfers.
• Establish, maintain, and terminate trust accounts in custodial systems.
• Compile tax information for CPAs and ensure timely tax filings.
• Gather information to prepare reports and support trust-related projects.

Skills

Critical thinking

Multitasking

Curiosity

Independent/self-starter

Prioritize workload

Organized

Problem solving

Excel

Word

Outlook

Interpersonal skills

Communication

Relational

Education

BBA/BS degree or 4+ years of relevant work experience

Tools

Excel

Word

Outlook

Job description

Johnson Investment Counsel, Inc. seeks a Trust Administration Support professional to assist Trust Officers in managing JTC accounts, ensuring fiduciary duties and regulatory compliance.

You will independently handle workflows, financial transactions, and reporting while contributing to process improvements across trust groups. The role requires strong organizational skills, data handling, and proficient use of Excel, Word, and Outlook.