Trust Ops Associate - Johnston, RI

Job description

The Trust Ops Associate serves as a key point of contact for our client facing teams which support Trust, Agency, and Institutional clients. Primary tasks include client on-boarding, account and contact record maintenance, account closings, check and physical security processing, cash and position reconciliations, and collateral pledge reporting. The successful candidate will work in a team-oriented environment with our account administrators and other operations/support teams to deliver a seamless experience for our clients. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction. Must be detail-oriented, work with a high degree of accuracy and be able to handle multiple issues and meet short deadlines. They will be responsible for completing assigned tasks within established deadlines and in accordance with policies and procedures. Specific functions include: - Reviewing required investment account opening documentation for completeness and accuracy, and setting-up accounts on internal accounting system - Managing investment account closings, ensuring that all i...