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First Community Trust
Dubuque, IA | Full Time
$44k-61k (estimate)
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First Community Trust
Dubuque, IA | Full Time
$44k-61k (estimate)
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TriCom Technical Services
Dubuque, IA | Full Time
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MULGREW OIL CO.
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Operation specialist
$44k-61k (estimate)
Full Time | Securities 1 Month Ago
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First Community Trust is Hiring an Operation specialist Near Dubuque, IA

Why First Community Trust (FCT)?

We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first.

FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions.

Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives and we're seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.

The Trust Operations Specialist will be responsible for providing operational and service support to clients and Trust Officers with emphasis on transactional processing.

If you are detail-oriented and enjoy process improvements, we want to hear from you!

What You'll Be Doing

  • Process high volume and high value transactions including payment processing, account reconciliation, and transfers.
  • Identify and post deposits received into the trust accounting system including cash deposits, transfers, rental payments, etc.
  • Transfer funds timely and maintain records for federal and tax withholding.
  • Execute and post same day settlements for money market sweep transactions and reconcile against custodian records.
  • Assist in proper coding and research accurate disbursement for transactions.
  • Utilize various payment methods including check generation, ACHs, internal transfers, and wires.
  • Close accounts in entirety and maintain accurate records in system.
  • Respond to operational inquiries from Trust Officers and associates.
  • Maintain files for the trust operations department.

Who You Are

  • College degree in finance, accounting, or business administration required or equivalent years of experience.
  • Background knowledge in fiduciary and financial accounting, taxes and investments, and / or trust / estate regulations.
  • General knowledge of trust, estate, employee benefit and custody relationships, fiduciary and financial accounting, and tax and investment management.
  • Excellent verbal, written and interpersonal communication skills.
  • Excellent problem-solving and time management skills.
  • Credit and criminal history verification will be required of all applicants.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Last updated : 2024-06-26

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$44k-61k (estimate)

POST DATE

06/01/2024

EXPIRATION DATE

06/29/2024

WEBSITE

fctrust.c

HEADQUARTERS

Dubuque, IA

SIZE

<25

INDUSTRY

Securities

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The following is the career advancement route for Operation specialist positions, which can be used as a reference in future career path planning. As an Operation specialist, it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation specialist. You can explore the career advancement for an Operation specialist below and select your interested title to get hiring information.