Senior Trust Operations Specialist

🔥 17 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 Ghost score 12%

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The Forge Companies

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚖️ Legal

🛡️ Insurance

💸 Finance

Legal • Insurance • Finance

The Forge Companies is a multi-division firm that guides plaintiff attorneys and their clients through settlement planning, providing structured settlements, annuities, financial planning, trust planning and administration, and financial/business support for law firms. Founded in 2003 as Forge Consulting (a national insurance agency specializing in structured settlements and annuities), it has expanded into Advocacy Wealth Management (financial planning and investment portfolios), Advocacy Trust (litigation support, special needs trusts, settlement administration), and Forge Capital (financial and business services tailored to contingent-fee attorneys and law firms). The company focuses on coordinating settlement-related financial and trust services to reduce fragmentation in the post-settlement process and serves law firms, plaintiffs, and related professional partners.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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