Trust Operations Associate

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 21.64 - 25 hourlyFunction: Business OperationsExperience: 1+ yearsEducation: high_schoolSkills: ["Customer-focused","Consultative approach","Active listening","Problem-solving","Time management","Interpersonal communication","Written communication","Verbal communication"]

Process trust and asset-management operational activities, including check deposit handling, account change confirmations, settlement wire processing, and securities transfer monitoring. Prepare and mail client materials, support client communications, and escalate discrepancies or inquiries for timely research and resolution. Reconcile and validate reporting requests, create cost basis reports for custodians, and provide coverage for operational staff during peak times and vacations.

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FursaFursa
Citizens Bank
Citizens Bank
1 day ago

Trust Operations Associate

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 57 minutes agoStatus: Live

Job Summary

Process trust and asset-management operational activities, including check deposit handling, account change confirmations, settlement wire processing, and securities transfer monitoring. Prepare and mail client materials, support client communications, and escalate discrepancies or inquiries for timely research and resolution. Reconcile and validate reporting requests, create cost basis reports for custodians, and provide coverage for operational staff during peak times and vacations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Entry level

Key Responsibilities

  • •Process check deposits by scanning, entering in the system, obtaining approval, and notifying relationship managers
  • •Prepare and mail client materials accurately and obtain proper approvals
  • •Process operational settlement wires and monitor/track incoming and outgoing securities transfers
  • •Conduct reconciliations and validations and prepare reporting for requests
  • •Prepare cost basis reports for asset transfers and send to custodians for processing

Pay and Benefits

Salary: USD 21.64 - 25 hourly
Perks:Health InsuranceDentalVisionRetirement BenefitsPaid LeaveWellness StipendFlexible Work

Key Requirements

  • •1+ years in the financial services industry with money movement transactions
  • •Customer-focused mindset with consultative skills to enhance the customer experience
  • •Strong active listening and problem-solving skills to research and resolve issues
  • •Ability to work independently and as part of a team, including training and supporting others
  • •Proficiency learning computer-based systems, including accounting systems (InnoTrust) and Microsoft Office (Excel, Outlook, Word)
Experience:1+ yearsFinancial services
Education:High School
Skills:Customer-focusedConsultative approachActive listeningProblem-solvingTime managementInterpersonal communicationWritten communicationVerbal communication
Tech Stack:InnoTrustMicrosoft OfficeExcelOutlookWordNFS

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website