Trust Operations Associate IResponsible for assisting in the day-to-day trust operations processes in compliance with applicable laws, regulations, policies, and procedures. Focus on Separately Managed Accounts. ROLE RESPONSIBILITIESTrust Separately Managed Accounts (SMA): Set up and Maintain data-feeds between custodians and accounting software.Upload SMA Assets and Cost Basis of SMA assets during trust set-up.Work with Trust Operations Vendor t...
