Trust Operations Specialist III

🕒 August 19

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $81k - $85k / year

⏰ Full Time

🟠 Senior

🔴 Lead

⚙️ Operations

👻 Ghost score 0%

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First American Bank

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

First American Bank is a financial institution that provides a range of banking services, including personal and business banking solutions. They focus on offering customized financial products to meet the needs of their customers, ensuring efficient and secure banking experiences.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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