Trust Securities Operations Specialist
Denveronsitemid$47K – $54K
Posted today · via Workday
About this role
About the Role: A Trust Operations Specialist is responsible for the accounting functions undertaken by the Trust department in its administration of trusts, agency accounts, estates, conservatorships, and IRAs. Post all transactions on the trust accounting system accurately and without direction Ensure all transactions are processed accurately and according to client instructions. Ensure all documentation related to the cash transaction is appropriately archived and noted. Proactively communicate with clients via phone to advise them of the status of their request. Quickly remediate any issues or concerns arising from the client contact.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Denver. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included