Senior Trust Operations Specialist

🕒 Outubro 30

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟠 Sênior

⚙️ Operações

👻 Score fantasma 12%

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The Forge Companies

SiteLinkedInTodas as Vagas

51 - 200 funcionários

⚖️ Jurídico

🛡️ Seguros

💸 Finanças

Legal • Insurance • Finance

A The Forge Companies é uma empresa com várias divisões que orienta advogados de autores e seus clientes no planejamento de acordos, oferecendo structured settlements, anuidades, planejamento financeiro, planejamento e administração de trusts e suporte financeiro e empresarial para escritórios de advocacia. Fundada em 2003 como Forge Consulting — uma agência de seguros nacional especializada em structured settlements e anuidades —, a empresa expandiu suas operações para incluir a Advocacy Wealth Management (planejamento financeiro e carteiras de investimentos), a Advocacy Trust (suporte em litígios, trusts para pessoas com necessidades especiais e administração de acordos) e a Forge Capital (serviços financeiros e empresariais personalizados para advogados que trabalham com honorários condicionados ao êxito e escritórios de advocacia). A empresa concentra-se na coordenação de serviços financeiros e relacionados a trusts para acordos, reduzindo a fragmentação no processo pós-acordo, e atende escritórios de advocacia, autores e parceiros profissionais relacionados.

Descrição

• Support Trust Administration and the Operations Manager in the daily administration and management of trust accounts • Receive, review, and process new and existing client account paperwork • Ensure all client records are updated accurately and timely • Assist in transferring and re-registering securities for new accounts • Perform data analysis for accurate transaction reporting to internal clients • Work with outside firms to establish connections to custodial platforms for held away accounts • Work with the trust accounting provider to reconcile held away accounts for accurate reporting • Assist in terminating accounts • Resolve out-of-balance conditions within the Trust Platform and implement preventative measures • Serve as primary liaison for daily reconciliation reports, ensuring accuracy and timely distribution • Oversee and prioritize workflow and department inbox requests and inquiries • Serve as main point of contact with the Trust Accounting service provider to update and enhance efficiencies • Act as system subject matter expert • Review and maintain department procedures • Implement and uphold internal controls to meet audit and regulatory requirements • Partner with the Operations Manager and Director of Operations on high-impact special projects • Coordinate with other Operations areas for seamless support and coverage • Lead and develop Operations Specialists I and II through guidance, training, and mentorship • Design and lead company-wide trainings on new processes and initiatives • Ensure daily, weekly, monthly, and quarterly reports are accurate, comprehensive, and distributed appropriately • Take ownership of other duties as assigned

🎯 Requisitos

• College Degree in related field or equivalent work experience • Experience with Trust Accounting platform(s) is a plus • Proficiency in Microsoft Excel and Word • Strong attention to detail and excellent organizational skills • Strong research, analytical, and interpersonal skills • Ability to self-identify opportunities for improvement • Collaborative attitude • Initiative-taking with the ability to manage multiple tasks concurrently under a time-sensitive delivery schedule • Purposeful, detailed, and exceptional communication and people skills • Prolonged periods of sitting at a desk and working on a computer • Must be able to lift 10 pounds at times • Occasional travel is necessary, less than 10% of the time

🏖️ Benefícios

• Competitive pay aligned with the role and experience • Medical, dental, vision, life, and disability insurance with multiple plan options • No cost Wellhub fitness and wellness platform membership • 401(k) retirement plan with a 4% employer match • 18 days of PTO for new employees • 2 floating holidays and 9 company holidays • PTO accrual rates increase with additional years of service to reach a maximum of 28 days • Education assistance program • Company-paid licenses, certifications, and continuing education • Paid parental leave for eligible teammates welcoming a child through birth, fostering, or adoption • 8 hours of paid time off for volunteering • Opportunities for professional growth, new challenges, and long-term career advancement • Collaborative, team-oriented environment • Occasional travel required, less than 10% of the time

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