Job description

The Trust Operations Associate will be responsible for processing the movement of money and performing operational support duties. It is expected that the individual fulfilling this role will continually gain more knowledge and skills through practice and mentorship, and with strong results-oriented performance could eventually be given more complex responsibilities (e.g., approving money movement, approving reports and client communications, problem research and resolution, etc.). Primary responsibilities include • Check deposit processing (e.g., scanning, entering in system, obtaining approval of entry, and notifying relationship managers) • Prepare and mail client materials in an accurate, complete and professional manner and obtain proper approval • Account change confirmations • Escalate discrepancies and customer inquiries in an accurate and timely manner • Process operational settlement wires • Monitor and track incoming and outgoing transfer of securities, verifying the accuracy of information completed by another colleague or vendor • Prepare costs basis report for asset transfers and send to custodians for processing • Prepare reporting, conduct reconciliations and validations requests • Provide coverage for other operational staff during peak times and vacation • Perform other duties as assigned Qualifications, Education, Certifications and/or Other Professional Credentials • Required Qualifications • 1+ years in the financial services industry with money movement transactions • Positive and customer-focused mindset with the ability to effectively influence others and use consultative skills to enrich the customer experience. • Proven ability to successfully have strong active listening and problem-solving skills, persistent enthusiasm when interacting with customers and colleagues. • Ability to work independently and as part of a team along with the ability to train and support other team members. • Demonstrated strong interpersonal, verbal, and written communication skills.   • Success proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills. • Possesses detailed and goal oriented professional approach • Ability to learn and understand various Computer Based systems including Accounting systems like InnoTrust; Microsoft Office Products- Excel; Outlook; Word • Preferred Qualifications • Experience with the National Financial Services (NFS) system platform • Private wealth business related transactions for clients $1MM or higher • Demonstrated successful stable work history • Associates and/or bachelor’s degree Hours & Work Schedule • Hours per Week: 40 • Work Schedule: Monday - Friday Pay Transparency • The salary range for this position is $21.64 - $25.00 per hour (~$45,011.20-$52,000), plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. • We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit jobs.citizensbank.com .

Requirements

Must-haves

Primary responsibilities include
Check deposit processing (e.g., scanning, entering in system, obtaining approval of entry, and notifying relationship managers)
Prepare and mail client materials in an accurate, complete and professional manner and obtain proper approval
Account change confirmations
Escalate discrepancies and customer inquiries in an accurate and timely manner
Process operational settlement wires
Monitor and track incoming and outgoing transfer of securities, verifying the accuracy of information completed by another colleague or vendor
Prepare costs basis report for asset transfers and send to custodians for processing
Prepare reporting, conduct reconciliations and validations requests
Provide coverage for other operational staff during peak times and vacation
Perform other duties as assigned
Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications • 1+ years in the financial services industry with money movement transactions
Positive and customer-focused mindset with the ability to effectively influence others and use consultative skills to enrich the customer experience.
Proven ability to successfully have strong active listening and problem-solving skills, persistent enthusiasm when interacting with customers and colleagues.
Ability to work independently and as part of a team along with the ability to train and support other team members.
Demonstrated strong interpersonal, verbal, and written communication skills.
Success proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills.
Possesses detailed and goal oriented professional approach
Ability to learn and understand various Computer Based systems including Accounting systems like InnoTrust; Microsoft Office Products- Excel; Outlook; Word
Private wealth business related transactions for clients $1MM or higher
Demonstrated successful stable work history
Associates and/or bachelor’s degree

Nice-to-haves

Preferred Qualifications • Experience with the National Financial Services (NFS) system platform

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

Paid Time Off

Wellness