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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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Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.