Trust Operations Associate

Position: Trust Operations Associate

Location: Tulsa, OK

Pay: $55k-$65k/year

Fuse3 Solutions is seeking a Trust Operations Associate to support key functions within the trust operations department, ensuring accurate processing and maintenance of financial records. This role involves managing transactions, reconciling data, and assisting with regulatory compliance while contributing to overall operational efficiency. Success requires strong collaboration with internal teams and a commitment to continuous learning as processes evolve.

Key Responsibilities

• Manage incoming account transfers, registrations, and internal account-to-account transfers; oversee physical bank certificate re-registrations and date-of-death adjustments to ensure accurate ownership and regulatory compliance
• Conduct cost basis research and adjustments, handle bank statement adjustments, and perform monthly verification of market values for pledged accounts to maintain data integrity
• Monitor and process voluntary corporate actions and manage class action claims, ensuring eligible accounts receive appropriate settlements in compliance with legal requirements
• Support month-end processing by reconciling transactions and generating reports; process savings bond redemptions and assist with monthly, quarterly, and annual client statements
• Cross-train within the department to build flexibility and operational support, and assist with special projects and process improvements as assigned
  
  

Qualifications

• Bachelor's degree in finance, accounting, business administration, or a related field preferred; equivalent work experience considered
• 3–5 years of experience in trust operations, banking, investment services, or a related financial environment preferred, with hands-on experience in account transfers, cost basis adjustments, corporate actions, and reconciliations
• Strong attention to detail, analytical, and problem-solving skills
• Knowledge of trust operations and financial regulations; familiarity with trust accounting systems (SEI preferred)
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and other financial systems
• Strong organizational skills with the ability to manage multiple tasks and deadlines
• Excellent written and verbal communication skills
  
  

If you would like to explore our other job opportunities, please visit our job directory at https://jobs.fuse3solutions.com/ Fuse3 Solutions is an Equal Opportunity Employer. Fuse3 Solutions provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.