Wealth Firm Operations Associate/Specialist I

Trustmark Bank•Jackson, MS

5d•Onsite

About The Position

This position may be filled as an Associate Level or Specialist Level I. Additional responsibilities and qualifications apply. The responsibilities of this position include supporting Wealth Firm Operations across multiple functions while developing subject matter knowledge within assigned operational areas. Daily work may rotate among the department’s sub‑units to build broad operational expertise. This position provides exposure to core Firm Operations processes and supports the development of a long‑term career path within the function.

Requirements

2 years of experience in the financial services industry -OR- Associate's degree in a business or related discipline such as accounting, business administration, or finance
Shows aptitude for attention to detail and accuracy in handling financial data
Ability to adapt quickly to shifting priorities and tasks
Effective communication skills for liaising with internal teams and external partners
Proficiency in Microsoft Excel, reporting tools, and core operations systems
High School Diploma or GED and 4 or more years of experience in the financial services industry -OR- High School Diploma or GED and 2 years of experience in a similarly situated wealth management operations department -OR- Associate's Degree in business or a related field of study such as accounting or finance and 1 year of experience in financial services -OR- Bachelor's Degree in business or a related field of study such as accounting or finance and 1 year of experience in financial services
Strong attention to detail and accuracy in handling financial data
Knowledgeable in Microsoft Excel, reporting tools, and core operations systems

Responsibilities

Assist with trade settlement, cash movement, and reconciliation processes.
Monitor the daily transaction flows to ensure accuracy, completeness, and timeliness.
Support account opening, maintenance, and closure activities in accordance with operational requirements.
Maintain client and account records within internal systems to ensure data accuracy and integrity.
Perform data entry, validation, and quality control checks to comply with firm standards.
Generate operational reports and dashboards for management review and process monitoring.
Provide back-office support to advisors and relationship managers by resolving operational inquiries.
Coordinate with custodians, banks, and counterparties to resolve processing issues.
Serve as a floater to support multiple operational sub-units during absences or peak workload periods.
Learn multiple operational functions to ensure broad transactional coverage capability.
Associates are expected to perform all additional duties as assigned.