Trust Operations Representative

Willenborg Wealth Management

Base salary components included; + compensation ma...
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Trust operations experience
Transaction processing skills
Complex business issue research
** Willenborg Wealth Management is seeking a Trust Operations Representative to manage a range of transactions and support operational processes within the Trust Operations department. The ideal candidate will possess strong problem-solving skills and experience in finance or securities, along with the ability to work both independently and collaboratively in a hybrid work environment. **

Job Summary

  • The role involves performing a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, and disbursements.
  • Employees are expected to identify and resolve systemic operational issues while assisting in special projects.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a Trust Operations Representative to manage a range of transactions and support operational processes within the Trust Operations department. The ideal candidate will possess strong problem-solving skills and experience in finance or securities, along with the ability to work both independently and collaboratively in a hybrid work environment. **

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Trust operations experience
  • Transaction processing skills
  • Complex business issue research

Nice-to-have

  • Cross-functional team collaboration
  • Continuous improvement mindset
  • Client-first approach

Key Requirements

  • 4 to 6 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter