Senior Analyst, Trust Operations - NH
About The Position
The Trust Operations Senior Analyst is responsible for the execution of client activity and enterprise-wide strategic initiatives. Responsibilities include: Manage asset and client reporting workflows using trust accounting software, including accurately booking, updating, and removing holdings in client accounts, performing monthly market value updates, and distributing client statements Provide backup support for daily transaction processing during team member absences or peak workloads Maintain relationships with custodians, transfer agents and other professional contacts to facilitate client onboarding and trade related activity Assist with annual third-party vendor reviews by gathering required documentation and preparing summary of findings for management. Serve as a liaison between Trust Operations and colleagues at our RIA, Jordan Park Group Contribute to the enhancement of operational processes to reduce risks, increase controls, and elevate client service Assume additional responsibilities as requested
Requirements
- Have a process-oriented mindset and like enhancing workflows
- Are well-organized and deadline driven
- Have a high level of attention to detail
- Have a strong sense of prioritization
- Know when to escalate issues and work with your manager to problem solve
- Thrive while working in a team environment and enjoy helping others
- Experience at a wealth management or trust company is preferred, not required
Nice To Haves
- Experience with FIS AddVantage trust accounting software and Fidelity WealthScape advisor platform
- Experience with Addepar or other similar data aggregation tools
- Advanced Microsoft Excel skills
Responsibilities
- Manage asset and client reporting workflows using trust accounting software, including accurately booking, updating, and removing holdings in client accounts, performing monthly market value updates, and distributing client statements
- Provide backup support for daily transaction processing during team member absences or peak workloads
- Maintain relationships with custodians, transfer agents and other professional contacts to facilitate client onboarding and trade related activity
- Assist with annual third-party vendor reviews by gathering required documentation and preparing summary of findings for management.
- Serve as a liaison between Trust Operations and colleagues at our RIA, Jordan Park Group
- Contribute to the enhancement of operational processes to reduce risks, increase controls, and elevate client service
- Assume additional responsibilities as requested
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
