Trust Operations Analyst

Plante & Moran, PLLC

Colorado, United States
Base: $24.95 - $35.87 ph; bonus/equity: discretion...
Hybrid
2+ years trust or banking operations experience
Advanced excel skills including pivot tables
High school diploma required
The role involves processing daily account activity, reconciling trades, and maintaining accurate payment documentation for audit readiness

Job Summary

  • The role involves processing daily account activity, reconciling trades, and maintaining accurate payment documentation for audit readiness.
  • Plante & Moran offers a robust benefits package including health insurance, flexible time off, and a 401(k) plan.
  • The company fosters a 'we-care' culture recognized as one of Fortune Magazine's '100 Best Companies to Work For'.

Matching Summary

The role involves processing daily account activity, reconciling trades, and maintaining accurate payment documentation for audit readiness.

Salary

Base: $24.95 - $35.87 per hour; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), pension plan

Skills & Requirements

Must-have

  • 2+ years trust or banking operations experience
  • Advanced Excel skills including pivot tables
  • High school diploma required

Nice-to-have

  • Associate's degree in Finance or Accounting
  • Experience with SS&C Trust Suite Systems
  • Strong analytical and communication skills

Key Requirements

  • High school diploma or equivalent
  • 2+ years experience in trust or banking operations
  • Legal authorization to work in the US without sponsorship

Work Rights

Must be legally authorized to work in the United States without sponsorship

Tailored Resume

Cover Letter