What are the responsibilities and job description for the Trust Operations Professional position at Horizontal Talent?
Join a dynamic team as a Trust Operations Professional, where you will play a vital role in supporting personal trust business operations. This position offers an exciting opportunity to engage with clients and advisors while ensuring the integrity of trust account operations.
Responsibilities
Once you apply for this position, you may receive a phone call, SMS or email at the time of application from our Virtual AI Recruiter, Alex, to conduct an initial interview.
Responsibilities
- Manage trust account operations, including the opening and closing of accounts in the trust administration system.
- Coordinate trust funding processes and maintain effective communication with advisors and clients.
- Ensure compliance with all necessary paperwork and procedures for account management.
- Respond to client and advisor inquiries, providing exceptional customer service and support.
- Assist with daily cash processing, including error resolution and account reconciliation.
- Maintain data integrity and quality control to foster positive advisor/client relationships.
- High school diploma or equivalent is required.
- A minimum of 1 year of relevant experience in trust operations or a related field.
- Strong written and verbal communication skills to effectively interact with clients and team members.
- Associate's or Bachelor's degree in a relevant field.
- Experience with legal documents and communications, such as paralegal work.
- Proficiency in trust administration systems and financial processes.
Once you apply for this position, you may receive a phone call, SMS or email at the time of application from our Virtual AI Recruiter, Alex, to conduct an initial interview.
