Sr. Trust Ops Specialist

Description

The Senior Trust Ops Specialist serves as a key point of contact for our client-facing teams which support Trust, Agency, and Institutional clients.  Primary tasks include federal and state estimate and balance due tax payment processing, probate court accounting, client onboarding, account maintenance, account closings, reconciliations and general reporting.  The successful candidate will work in a team-oriented environment with our account administrators and other operations/support teams to deliver 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 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: 

• Processing federal and state estimate and balance due tax payments 

• Preparing and filing probate accountings for New Hampshire courts 

• Calculating and processing required Charitable Trust payments 

• 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 internal teams complete their responsibilities as part of the closing process 

• Completing daily and monthly cash reconciliations, while identifying any resulting exceptions for research and resolution 

• Processing incoming mail, including check logging and posting and returned mail 

• Independently researching more complex internal and external inquiries 

• Ensuring the unit’s documented procedures are accurate and up to date 

Required Qualifications: 

• Completed Bachelor’s Degree 

• 2 years + Financial Services experience 

• Willingness to work on-site at the company’s Johnston, RI office 

• Experience using Microsoft Office applications, particularly Excel 

• Strong attention to detail and the importance of data accuracy  

• Strong research and problem-solving skills 

• Strong organizational, time management and prioritization skills 

• Strong interpersonal, verbal and written communication skills 

• Willingness to adapt to an ever-changing environment 

Preferred Qualifications: 

• Experience providing operational support for trust/investment accounts for high-net-worth clients 

• Experience with the InnoTrust accounting platform 

• Demonstrated successful stable work history

Hours & Work Schedule

• M-F: 8:30 AM ET - 5:00 PM ET - 100% in office until fully trained then potential hybrid 4 days in office 1 day work from home

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Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.