What are the responsibilities and job description for the Trust Operations Specialist position at The Trust Company of Tennessee?
Why We Exist
At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan
professionals who proudly help clients achieve their dreams.
Core Purpose
The Trust Operations Specialist is responsible for ensuring the accurate, efficient, and compliant execution of trust operations by processing transactions, maintaining records, and enhancing workflow efficiencies while supporting The Trust Company’s mission, core values, and commitment to exceptional client service.
Inclusion Statement
The Trust Company strives to continuously develop our company-wide identity to ensure people feel comfortable, safe, and valued through open, proactive communication. Our goal in doing so is to allow individuals to be heard, accepted, and celebrated for their differences.
Responsibilities
▪ Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
▪ Executes daily operational tasks with accuracy and efficiency, ensuring compliance and quality across functions such as cash and asset transactions, reconciliations, pricing of unique assets, trading, account transfers, and software integrations. Accurately processes multiple transaction types in a fast paced, deadline driven environment.
▪ Coordinates with the operations team and other TTC employees to facilitate the accomplishment of assigned tasks.
▪ Provides backup support to other operational personnel to ensure services and processing are not disrupted.
▪ Works within Trust Operations and other TTC teams to facilitate accomplishment of assigned tasks & improve efficiencies on existing workflows.
▪ Reviews and amends procedures where process changes are identified.
▪ Researches and resolves personal processing errors from internal control processes.
▪ Coordinates & performs quality control and assurance measures – including but not limited to the trust accounting system, procedures, and records retention.
▪ Leads projects or initiatives that will help develop skills and improve business processes for the Trust Operations Team.
▪ Other duties as assigned.
Qualifications
▪ Bachelor’s Degree preferred
▪ Strong analytical and critical thinking skills
▪ Ability to organize and prioritize multiple tasks and deadlines
▪ Ability to perform repetitive tasks and employ proactive problem-solving
▪ Strong mathematical skills
▪ Superb attention to detail and follow-up skills
▪ Ability to work independently and in a team environment
▪ Detail-oriented
