Our client is seeking a recent graduate to be a trust operations associate who will be responsible for the timely and accurate distribution of funds to and for the benefit of clients, including by check, wire and ACH transfer. This is a hybrid role. On site time will be required each week in the Boston office.

Only local applicants will be considered.

RESPONSIBILITIES:

• Processes ad hoc and repetitive requests for payments in our Trust Accounting software.
• Inputs future distributions as instructed.
• Initiates wire and ACH transfers online to the designated bank as well as implements in-house transfers as instructed.
• Maintains the Positive Pay file with the bank.
• Responds to client and attorney questions regarding distributions.
• Troubleshoots problems in their job duties area.
• Performs such other duties as are necessary from time to time to ensure the timely, efficient and accurate rendering of Trust services.

QUALIFICATIONS:

• College degree (finance degree, economics degree, accounting degree)
• Finance Internship experience
• Trust operations experience is a huge plus!
• Experience and demonstrated proficiency working with numbers and software programs required
• Financial office experience

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• No experience needed
• Under 1 year

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Internship: 1 year (Required)

Work Location: In person