Job Information
Citizens Sr Trust Operations Specialist in Johnston, Rhode Island
Description
Senior Trust Ops Specialist
The Senior Trust Ops Specialist serves as a key point of contact for our client facing teams which support Trust, Agency, and Institutional clients. Primary tasks include federal and state estimate and balance due tax payment processing, probate court accountings, client on-boarding, account maintenance, account closings, reconciliations and general reporting. The successful candidate will work in a team-oriented environment with our account administrators and other operations/support teams to deliver a seamless experience for our clients. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction. Must be detail-oriented, work with a high degree of accuracy and be able to handle multiple issues and meet short deadlines. He/She will be responsible for completing assigned tasks within established deadlines and in accordance with policies and procedures. The position requires to work on-site at the company’s Johnston, RI office.
Specific functions include:
Processing federal and state estimate and balance due tax payments
Preparing and filing probate accountings for New Hampshire courts
Calculating and processing Uniform Prudent Management of Institutional Funds (UPMIFA) payments
Reviewing required investment account opening documentation for completeness and accuracy, and setting-up accounts on internal accounting system
Managing investment account closings, ensuring that all internal teams complete their responsibilities as part of the closing process
Completing daily and monthly cash reconciliations, while identifying any resulting exceptions for research and resolution
Processing incoming mail, including check logging and posting and returned mail
Independently researching more complex internal and external inquiries
Ensuring the unit’s documented procedures are accurate and up to date
Required Qualifications:
Bachelor’s Degree Preferred
2 years + Financial Services experience
Experience using Microsoft Office applications, particularly Excel
Strong attention to detail and the importance of data accuracy
Strong research and problem-solving skills
Strong organizational, time management and prioritization skills
Strong interpersonal, verbal and written communication skills
Willingness to adapt to an ever-changing environment
Preferred Qualifications:
Experience providing operational support for trust/investment accounts for high net worth clients
Experience with the InnoTrust accounting platform
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
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Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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