Jobe Details

Trust Operations Manager Posted on: 10/01/2017

Infinity Consulting Solutions, Inc
  • -
  • -
  • CHICAGO-60602, IL, US

Microsoft Office

  • Job Description

    Manager Trust Operations


    At Infinity Consulting Solutions (ICS), we pride ourselves in getting to know our candidate further than the bullet points on their resume.

    We want to know what your long-term goals and ambitions are to make sure we help you make long term career moves.

    ICS has excelled in creating strong relationships with top performing companies in the Chicago market which has opened many doors for driven professionals like yourself for many years.


    Balance and reconcile Trust Portal/TrustRite system on a daily, monthly and annual basis –ensuring accurate and timely processing of all trust operations transactions and activities.

    Post all security related trades, capital structures, splits, dividend reinvestments and capital gain items.

    Set-up and fund new accounts ensuring complete receipt of assets; and account closures ensuring complete delivery of assets.

    Produce customer statements, audit packages, tax forms, departmental 1099 processing and magnetic media for filing requirements.

    Client contact regarding IRA Required Minimum Distributions and oversight of online portal interface.

    Prepare management reports as assigned by the department head.

    Where necessary, report and take corrective action for any non-compliance incidents.

    Assist with all department and bank audits, as it relates to the Trust and Wealth Management Department.

    Appropriately assess client and operational issues that need immediate attention and translates problems into practical solutions.

    Provides/maintains appropriate levels of controls to minimize possible client impact as well as reputation risk.

    Monitors and modifies where necessary, Departmental policies and procedures.

    Experience and Education

    Bachelor's Degree.

    At least 4 years of experience within Trust or Wealth Advisory Administration experience with management or a supervisory capacity.

    Experience with FDIC regulatory requirements, banking and accounting functions, including but not limited to trading, investments, reconciliations, demand deposit accounts and electronic fund transfers.

    Demonstrated skills in Microsoft Office (Word, Excel, Outlook, etc.)

    Must have the ability to learn new software applications quickly.

    Must have excellent oral and written communication skills; strong client service orientation.

    Maintains personal composure and works effectively in deadline situations.

    Experience with Trust Portal/TrustRite accounting software preferred.

  • Operations Manager
    Information Technology
  • No Preference
    FullTime Job
  • Candidate Requirements
  • Walkin Information
Recruiter Details
Doug Klares
1350 Broadway, Suite 2205, NEW YORK-10018, NY, US
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