Trust Operations Associate

Job Description

Job Description

Who We Are

Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a shared commitment to doing what’s best for our clients. We operate as a highly collaborative team where everyone contributes, supports one another, and steps in where needed—regardless of title.

As part of the BGM Group, we partner across tax, wealth management, and advisory services to deliver a fully integrated client experience. Internally, that same collaboration defines how we work—without silos or rigid role boundaries.

Trust and estate services are at the core of what we do. We work closely with individuals and families to administer trusts, manage assets, and ensure their long-term goals are carried out with care and precision.

Primary Purpose

We are seeking a detail-oriented and organized Operations Associate to support the operational functions of our Trust Administration team.

This role is responsible for managing operational workflows, supporting trust account administration, processing account activity, and ensuring operational accuracy across fiduciary and investment accounts. The ideal candidate is analytical, process-oriented, and committed to delivering exceptional internal and client service while maintaining the highest standards of accuracy and confidentiality.

What This Role Looks Like

This position supports the daily operational activities that keep our trust and wealth management services running efficiently. You will work closely with Trust Officers and internal teams to process transactions, maintain trust records, reconcile accounts, coordinate asset transfers, and identify opportunities for process improvement.

Success in this role requires strong attention to detail, organizational skills, sound judgment, and the ability to manage multiple priorities in a collaborative environment.

Trust Operations

• Manage operational workflows to ensure timely and accurate processing of trust and investment account activity.
• Receive and verify daily money movement reconciliation reports.
• Reconcile internal fiduciary accounts and resolve discrepancies as needed.
• Generate operational reports and distribute them to the appropriate Trust Officers.
• Open and close client accounts within the trust accounting system.
• Coordinate asset transfers and document receipt of assets.
• Process management invoices as directed.
• Support securities processing and trust accounting activities.

Process Improvement & Operational Excellence

• Proactively review, analyze, and recommend improvements to operational processes.
• Promote operational efficiencies while ensuring compliance with established procedures and internal controls.
• Assist with workflow documentation and standardization.
• Coordinate contingency planning by ensuring team members understand cross-functional responsibilities and can provide workflow coverage when necessary.
• Participate in ongoing training and knowledge-sharing sessions to enhance operational effectiveness.

Preferred Qualifications & Skills

• Bachelor's degree in Accounting, Business Administration, Economics, Finance, or a related field preferred.
• Minimum of five years of operations experience within a wealth management, trust company, registered investment advisor (RIA), or broker/dealer environment.
• Understanding of securities processing and trust accounting.
• Local market experience preferred.
• CSOP, CTOP®, ATOP, or CTFA certification is a plus.
• Strong analytical and problem-solving skills.
• Excellent organizational and time management abilities.
• Ability to manage multiple priorities while maintaining exceptional accuracy.
• Strong written and verbal communication skills.

Position Competencies

• Team Player
• Detail Oriented
• Organized
• Self-Starter
• Effective Communicator

Cornerstone Competencies

• Maintain confidentiality.
• Uphold Cornerstone's mission, vision, and values.
• Follow policies, procedures, and internal controls with ethics and integrity.
• Demonstrate ethical decision-making and accountability.
• Observe safety and security procedures.
• Maintain dependable attendance and ensure responsibilities are covered when absent.

Who Should Apply

• You enjoy improving processes and creating operational efficiencies.
• You thrive in a collaborative, team-oriented environment.
• You are highly organized and detail-oriented.
• You take ownership of your work and demonstrate initiative.
• You enjoy solving problems and ensuring operational accuracy.
• You are interested in building a career in trust administration and wealth management.

What You'll Love About Us

• Meaningful Work: Help support the administration of trusts and preservation of client legacies.
• Collaborative Culture: Work alongside experienced professionals in a supportive and team-oriented environment.
• Career Growth: Gain exposure to trust operations, fiduciary services, and wealth management with opportunities for professional development.
• Comprehensive Benefits: Competitive benefits package including health, dental, vision, life insurance, disability coverage, paid time off, paid holidays, and 401(k).
• Flexibility & Support: Join a workplace that values collaboration, autonomy, and work-life balance.

Not Sure You Meet Every Qualification?

We encourage you to apply. We're looking for individuals who bring the right combination of experience, professionalism, curiosity, and commitment to operational excellence. If you're excited about growing your career in trust operations and wealth management, we'd love to hear from you.

Equal Employment Opportunity Statement

Cornerstone Private Asset Trust Company, LLC is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are based on qualifications, merit, business needs, and individual performance without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.

We value diversity and believe that different perspectives strengthen our team, enhance innovation, and improve the service we provide to our clients and communities.