This role is a critical part of Trust Operations, responsible for the secure handling, tracking, and distribution of physical trust assets and confidential client documents
Job Summary
This role is a critical part of Trust Operations, responsible for the secure handling, tracking, and distribution of physical trust assets and confidential client documents.
The position supports internal business partners by ensuring original documents and incoming mail are accurately researched, logged, safeguarded, and delivered to the appropriate stakeholders.
Accuracy, discretion, and reliability are essential, and the work helps ensure trust assets are handled properly, risks are minimized, and fiduciary responsibilities are met.
Matching Summary
This role is a critical part of Trust Operations, responsible for the secure handling, tracking, and distribution of physical trust assets and confidential client documents.
Salary
Base: $19.00 - $28.84 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
mail processing and document custody
vault management functions
Excel-based tracking tools
secure document storage
risk and regulatory compliance
physical document handling
Nice-to-have
strong communication skills
customer-service mindset
ability to work independently
high level of organization
attention to detail
time management skills
collaborative team environment
Key Requirements
High school diploma or equivalent
1+ years general work experience
ability to lift 20-30 pounds
ability to stand and move for long periods
prior experience in mail processing or vault operations
experience in regulated or detail-heavy environments