Trust Operations Specialist III

🕒 vor 4 Tagen

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $81.000 - $85.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

⚙️ Operations

👻 Geisterscore 0%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mail-Benachrichtigung für neue Jobs einrichten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

First American Bank

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

🏦 Bankwesen

💸 Finanzen

💳 Fintech

Banking • Finance • Fintech

Die First American Bank ist ein Finanzinstitut, das eine Reihe von Bankdienstleistungen anbietet, einschließlich Lösungen für das Privat- und Firmenkundengeschäft. Sie konzentrieren sich darauf, maßgeschneiderte Finanzprodukte anzubieten, um den Bedürfnissen ihrer Kunden gerecht zu werden und dabei effiziente und sichere Bankerlebnisse zu gewährleisten.

Beschreibung

• Support Wealth Management and Trust Operations as a senior operational resource and subject matter expert • Serve as an authorized signatory for Trust-related distribution disbursements • Coordinate EFTPS administration and processing for tax reporting and compliance • Review and approve complex trust operational transactions • Escalate and resolve complex account administration, asset transfer, settlement, and operational exception issues • Monitor controls, review reconciliation exceptions, and direct corrective actions • Lead testing, validation, and implementation of operational controls, workflows, and procedures • Coordinate annual tax processing for 1099-B, DIV, INT, 1099-R, 5498, and 1099-MISC forms • Research and resolve tax reporting discrepancies and recommend procedural enhancements • Generate monthly and quarterly Board, RCT, overdraft, and PCG reports • Analyze operational, compliance, and exception reporting to identify trends and risks • Prepare summaries, recommendations, metrics, and Board reporting materials for management • Coordinate audit request responses and remediation efforts • Monitor regulatory developments and recommend procedural modifications • Assess operational risks and assist with policy and procedure development • Serve as subject matter expert for fiduciary services, FIS AddVantage, and Investor’s View • Participate in system upgrades, conversions, and vendor enhancement testing • Develop system procedures and training documentation • Partner with vendors, IT, and business stakeholders on system initiatives • Serve as secondary project lead for department and corporate-wide initiatives • Mentor, train, and provide technical guidance to Trust Operations staff • Participate in cross-functional initiatives, committees, and operational working groups • Identify process improvements and perform root-cause analysis • Support workflow redesign and strategic Wealth Management and Trust Operations initiatives

🎯 Anforderungen

• High school diploma or equivalent required • Bachelor’s degree preferred • Trust School or CTFA preferred • Minimum of seven years of experience in banking with a concentration in Trust operations • Experience with Trust Accounting Systems required • Professional communication skills with internal and external contacts • Ability to communicate effectively in written formats, including emails, letters, and electronic platforms • Professional demeanor, appearance, and presence • Exemplary interpersonal skills and a constructive, solutions-focused approach • Sound professional judgment and risk mitigation ability • Proficiency with Microsoft 365 products and applications • Ability to learn and adapt to new systems and workflows • Working knowledge of Microsoft Access or database experience • Knowledge of Trust Accounting Systems and operational applications • Experience with FIS AddVantage and related Wealth Management platforms preferred • Professional judgment when using AI-enabled tools, including validating outputs and following organizational AI policies • Monday–Friday availability, typically 8:00 a.m.–5:00 p.m.; additional hours may be required • Punctuality required • Occasional travel to other First American Bank locations, branches, functions, and training facilities required • Applicants must be able to work in the United States; First American Bank will not sponsor work visas

🏖️ Vorteile

• Career growth and stability • Development opportunities and special programs • Advancement opportunities • Full range of benefits for full-time employees • Additional compensation opportunities may be available • Community involvement opportunities