Engagement Lead

Indigo Beam•Hopewell Township, PA

13d•Remote

About The Position

We're seeking a Trust Admin Specialist (T3K/T3000) / Engagement Lead to support our Trust‑as‑a‑Service offering for banks, trust companies, and wealth‑management clients. In this role, you will help organizations transform their trust‑administration functions by taking on high‑volume operational tasks, supporting process transitions, and strengthening fiduciary control environments. You will work directly with Trust Officers, fiduciary teams, operations leaders, and internal experts to deliver high‑quality, scalable managed‑services operations.

Requirements

5+ years of experience in trust operations (T3K/T3000) , wealth management operations, fiduciary administration, or related banking operations.
Strong knowledge of trust‑administration workflows (distributions, tax coordination, investment oversight, custody oversight, and client communications).
Familiarity with regulatory and fiduciary requirements governing trusts.
Excellent attention to detail, risk awareness, and documentation quality.
Strong communication skills—capable of interfacing with Trust Officers and client executives.

Nice To Haves

Experience in a professional‑services or outsourcing/managed‑services environment.
Exposure to automation technologies (RPA/BOTs, macros, workflow automation).
Experience creating SOPs, risk frameworks, audits, or control documentation.
Ability to manage multiple client relationships simultaneously.
Experience with trust/wealth platforms and workflow tools (e.g., Trust 3000, wealth CRMs, case‑management systems).

Responsibilities

Execute day‑to‑day trust‑administration tasks including documentation management, account maintenance, cash processing, reconciliation, and asset administration.
Support distribution‑processing workflows (request intake, trust‑term validation, documentation review, discretionary routing, and payment coordination).
Support custody‑oversight tasks including titling checks, asset onboarding, break/exceptions management, and corporate‑actions review.
Assist tax‑season workflows such as gathering tax documents, coordinating preparers, tracking deadlines, and communicating beneficiary tax materials.
Manage client/beneficiary interactions, service requests, call notes, complaints, and document routing.
Participate in scoping and due‑diligence processes for new outsourcing engagements.
Conduct process walkthroughs with client Trust Officers and capture SOPs required for transition.
Support transition framework including knowledge transfer, training, certifications, shadowing, and ramp‑up activities.
Maintain operational governance artifacts including Risk Registers, SOPs, and control documentation.
Support risk‑based reviews, sample testing, and oversight of high‑risk transaction types.
Participate in FMEA exercises, monthly health checks, and quarterly knowledge assessments.
Monitor and report on SLA/KPI performance, issues, and risk events.
Identify operational inefficiencies and support process redesign, value‑stream mapping, and elimination of non‑value‑added steps.
Partner with automation and technology teams to implement BOT‑enabled automation, workflow improvements, and macro‑based utilities.
Contribute to measurable reductions in manual effort and improvements in accuracy, turnaround time, and risk reduction.
Provide regular reporting on operational performance, SLA dashboards, incidents, and trend analysis.
Contribute to client meetings, deep‑dive sessions, and scope definition discussions.
Support development and refinement of Statements of Work (SOWs).
Serve as a knowledgeable and professional point of contact for client operations leaders.