What are the responsibilities and job description for the Trust Operations Specialist position at U.S. Fiduciary Services, Inc.?
GREATBANC TRUST COMPANY
JOB DESCRIPTION
JOB TITLE: Trust Operations Specialist
Salary Range: $65,000-$72,000
LOCATION: Lisle, IL REPORTS TO: Operations Manager, VP
DEPARTMENT: Operations EXEMPT: Yes
GENERAL PURPOSE
As a premier provider of trust services, we are seeking a Trust Operations Specialist to become an integral member of our Qualified Retirement Plans team in our Lisle, Illinois office.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Complete internal and external client requests through execution of daily Trust Operations activities in trust system and client relationship management system.
- Process all account activity (i.e., transactions, deposits, distributions, wires, etc.) by their established deadlines.
- Work with account officers to register assets and retitle securities.
- Open and/or close accounts in their entirety.
- Coordinate and complete annual reconciliation of client accounts to be presented to account officers for approval.
- Follow-up on outstanding documentation for client accounts such as stock certificates.
- Respond to internal and external client inquiries.
- Participate in Tasks and Projects.
- Perform quality control checks with daily tasks to ensure accuracy.
EDUCATION/EXPERIENCE:
- High School Degree or Equivalent.
- Experience in trust or employee benefit plan operations a plus.
- Proficient in Microsoft suite, especially Outlook, Excel, and Word.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
- Employee Stock Ownership Plan
Schedule:
- Monday to Friday
Work Location: Hybrid after training period
Salary : $65,000 - $72,000
