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Trust Processing Associate
Posted: 09/23/2025
Employment Type:
Contract
Industry: Financial Services
Job Number: 17624
Field of Expertise: Operations
Remote Friendly: No
Job Description
Our client, a large financial services company, is seeking an experienced Trust Processing Associate for a 12+ month contract assignment in Dallas, TX or Charlotte, NC.
Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution. Key
Responsibilities and Duties
#LI-TW1
Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution. Key
Responsibilities and Duties
- Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
- Scans, files, documents incoming correspondence as well as prepare outbound mailings.
- Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
- Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.
- Adheres to all service level agreements and timeframes.
- Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
- Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.
- Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
- Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.
- Responsible for the accuracy of transactions either initiated by the client or business partners.
- University degree preferred
- 2+ Years required; 3+ Years preferred
#LI-TW1
Meet Your Recruiter
Trista Wearing
Senior Director Recruiting
Trista joined Corps Team in 2006. She is a results-oriented Talent Acquisition professional with 20 years of Recruiting, Account Management and HR experience. Trista received her bachelor's degree in Human Ecology with a minor in Business Administration from The University of Tennessee. She is dedicated to delivering exceptional service and consistently amazes our clients with her ability to find the "purple squirrel" (the one in a million candidate for the job).
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