Trust Operations Associate

Citizens Financial Group • Johnston, RI

3d • Onsite

About The Position

The Trust Operations Associate will be responsible for processing the movement of money and performing operational support duties. It is expected that the individual fulfilling this role will continually gain more knowledge and skills through practice and mentorship, and with strong results-oriented performance could eventually be given more complex responsibilities (e.g., approving money movement, approving reports and client communications, problem research and resolution, etc.).

Requirements

• 1+ years in the financial services industry with money movement transactions
• Positive and customer-focused mindset with the ability to effectively influence others and use consultative skills to enrich the customer experience.
• Proven ability to successfully have strong active listening and problem-solving skills, persistent enthusiasm when interacting with customers and colleagues.
• Ability to work independently and as part of a team along with the ability to train and support other team members.
• Demonstrated strong interpersonal, verbal, and written communication skills.
• Success proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills.
• Possesses detailed and goal oriented professional approach
• Ability to learn and understand various Computer Based systems including Accounting systems like InnoTrust; Microsoft Office Products- Excel; Outlook; Word

Nice To Haves

• Experience with the National Financial Services (NFS) system platform
• Private wealth business related transactions for clients $1MM or higher
• Demonstrated successful stable work history
• Associates and/or bachelor’s degree

Responsibilities

• Check deposit processing (e.g., scanning, entering in system, obtaining approval of entry, and notifying relationship managers)
• Prepare and mail client materials in an accurate, complete and professional manner and obtain proper approval
• Account change confirmations
• Escalate discrepancies and customer inquiries in an accurate and timely manner
• Process operational settlement wires
• Monitor and track incoming and outgoing transfer of securities, verifying the accuracy of information completed by another colleague or vendor
• Prepare costs basis report for asset transfers and send to custodians for processing
• Prepare reporting, conduct reconciliations and validations requests
• Provide coverage for other operational staff during peak times and vacation
• Perform other duties as assigned

Benefits

• competitive pay
• comprehensive medical, dental and vision coverage
• retirement benefits
• maternity/paternity leave
• flexible work arrangements
• education reimbursement
• wellness programs
• paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree