Trust Operations Representative

Job description

Job Description Summary Under general supervision, uses skills obtained through experience and training to complete assigned job responsibilities and projects consistent with RJ Trust Operations department policy and procedures. Projects and duties will vary widely based on department needs and priorities. c units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description: Essential Duties and Responsibilities: Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing. Researches and provides resolution on advanced and more complex business issues Serves as a back-up in cross-functional responsibilities during absences. Identifies and helps to resolve systemic and operational issues. Assists in special projects. Maintains a variety of data files and records. Monitors and processes transaction requests as well as incoming documents. Provides training to...