Trust Operations Specialist: Precise, Collaborative, Multi-Tasking

Forge Consulting; Atlanta (GA); On-site; USD 48,000 - 62,000; Full time

Job summary

Forge Consulting is seeking an Operations Specialist I - Trust to support the Trust Administration and Operations Manager in daily account management. The role requires initiative, multi-tasking under tight deadlines, and strong communication and interpersonal skills.

The position emphasizes accuracy in records, daily cash reconciliation, and collaboration across Operations while maintaining controls and audit readiness. A business/finance background and Office proficiency are preferred.

Qualifications

• Bachelor’s degree in business, finance or related field.
• 2 years of trust, investment, banking operations experience.
• Strong attention to detail and excellent organizational skills.
• Collaborative attitude.
• Proficient skills with Microsoft Office Suite.
• Excellent communication skills, both written and verbal.
• Strong organizational skills and diligence.
• Positive outlook and adapts easily to a constantly changing environment.
• Excellent multi-tasking skills.
• Ability to communicate thoughts and findings to management effectively and efficiently.
• Be a positive influence on co-workers.
• Be creative, enthusiastic, and energetic to impact our mission.

Responsibilities

• Open and process new/existing client account paperwork.
• Ensure all client records are updated accurately and timely.
• Asset maintenance and vault custodial duties; assist with vault audits.
• Balance daily cash registers and resolve out-of-balance conditions in Trust Platform.
• Process deposits and disbursements through AddVantage.
• Maintain internal controls and support audit/regulatory requirements.
• Perform general administrative duties and maintain customer records.
• Assist Operations Manager with special projects as needed.
• Provide back-up to other Ops areas when needed.
• Other duties as assigned.

Job description

Forge Consulting is seeking an Operations Specialist I - Trust to support the Trust Administration and Operations Manager in daily account management. The role requires initiative, multi-tasking under tight deadlines, and strong communication and interpersonal skills.

The position emphasizes accuracy in records, daily cash reconciliation, and collaboration across Operations while maintaining controls and audit readiness. A business/finance background and Office proficiency are preferred.