Base: $24.95 - $35.87; bonus/equity: not specified...
**
Process and reconcile daily account activity
Maintain account data
Research and resolve operational issues
**
Plante & Moran, PLLC is seeking a Trust Operations Analyst to manage daily account activities, maintain accurate documentation, and support audits within their operational team. The role requires strong analytical and communication skills, along with relevant experience in trust or banking operations.
**
Job Summary
Process and reconcile daily account activity, including trades, cash movement, and custodial downloads.
Maintain account data such as cost basis updates, market values, demographic changes, and asset transfers.
Assist with audits and compliance, ensuring adherence to procedures, documenting controls, and supporting regulatory requests.
Matching Summary
Match Score: 75
**
Plante & Moran, PLLC is seeking a Trust Operations Analyst to manage daily account activities, maintain accurate documentation, and support audits within their operational team. The role requires strong analytical and communication skills, along with relevant experience in trust or banking operations.
**
Salary
Base: $24.95 - $35.87; Bonus/Equity: Not specified; Benefits: Health, dental, vision, disability, life insurance, 401(k), flexible benefits plans, PTO, holidays