So sorry, this position is no longer available.
Please go ahead and submit your application. We may have other positions that would be the perfect fit for you.
Alternatively, you may want to apply to one of the following related jobs:
Trust Processing Associate
Posted: 09/23/2025
Employment Type:
Contract
Industry: Financial Services
Job Number: 17623
Field of Expertise: Operations
Remote Friendly: Hybrid Work Schedule
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.
Hybrid work arrangement (3 days onsite / 2 days remote).
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
Hybrid work arrangement (3 days onsite / 2 days remote).
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).
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Frisco, TX
Ready to embark on an exciting career journey in Frisco, Texas? Explore our job opportunities in this dynamic city nestled in the heart of the Lone Star State. Known for its vibrant community, top-rated schools, and proximity to iconic landmarks like the Dr Pepper Ballpark and The Star, home of the Dallas Cowboys headquarters, Frisco offers a blend of Texas charm and urban sophistication. Enjoy a thriving arts scene at the Frisco Discovery Center, catch a show at the Toyota Stadium or indulge in some Texan BBQ. Join us in Frisco – where career growth meets a rich cultural tapestry waiting to be explored!