What are the responsibilities and job description for the Trust Operations Coordinator position at Trivergent Trust Company?
We are seeking a skilled Client Service Specialist to join our team at Trivergent Trust Company. As a trusted partner, we provide comprehensive strategic planning, asset and investment management, trustee and estate management, and customized family office services to our select group of high-net-worth families and their related entities.
Key Responsibilities:
- Process client account transactions and monitor cash balances
- Maintain financial reports, schedules, and account reconciliations
- Assist in preparing materials and reports for client meetings
- Assist with researching and resolving client matters
Required Skills and Qualifications:
- Associate degree required, bachelor's degree preferred
- Basic knowledge of wealth management concepts
- Strong knowledge of Microsoft Office products
- Experience in client service and transaction processing
Our Culture:
At Trivergent Trust Company, we value teamwork, innovation, and continuous learning. Our team is committed to delivering exceptional results and making a positive impact on the lives of our clients.