Operations Specialist

Job Description

Job Description

Make an Impact Behind Every Transaction

Are you someone who takes pride in getting the details right, enjoys keeping things organized, and thrives in a team environment? We’re looking for an Operations Specialist to join our team and play an important role in ensuring client transactions and payments are processed accurately, efficiently, and on time.

As an Operations Specialist, you’ll be part of a collaborative team responsible for a variety of financial transactions and client account activities. While you’ll have an area of specialization, you’ll also have the opportunity to learn multiple functions and become a valued, cross-trained member of the team.

What You’ll Do

In this role, you’ll help keep our day-to-day operations running smoothly by:

• Processing disbursements and contributions for client accounts with accuracy and care.
• Handling payments for client bills and tax obligations.
• Processing daily reconcilements, incoming funds and wire transfers.
• Manage daily settlement with our strategic partners.
• Following established procedures and internal controls to safeguard client assets.
• Working closely with teammates to meet daily deadlines and deliver excellent service.
  

What We’re Looking For

We’re looking for someone who is dependable, detail-oriented, organized, and eager to learn. You don’t need to know every aspect of the job on day one. We’ll provide the opportunity to learn and become proficient across multiple operational functions.

You’ll be a strong fit if you have:

• A high school diploma or equivalent; additional education in business, finance, accounting, or a related field is a plus.
• Experience in banking, financial services, or accounting is preferred.
• Strong attention to detail and a commitment to accuracy.
• Excellent organizational skills and ability to prioritize tasks.
• Excellent time-management skills and ability to meet daily deadlines in a fast-paced environment.
• Strong communication and interpersonal skills.
• A collaborative, team-first mindset.
• The ability to handle confidential financial and client information with discretion.
• Comfort working with Microsoft Office and learning new financial or operational systems.

Why Join Us?

As an Operations Specialist, you’ll have the opportunity to build valuable financial operations experience, expand your skill set, and become knowledgeable across multiple areas of the business.

You’ll work alongside a supportive team where accuracy, accountability, collaboration, and continuous learning are valued. If you enjoy being the person others can count on to make sure the details are handled correctly, this could be the opportunity for you.

Why Tower Trust & Investment Company
We're a locally owned, independent trust company with $600M in assets under management and administration. Our team brings decades of experience in fiduciary services, estate settlement, and investment management. 

• Fiduciary-first: We are ethically and legally bound to act in the best interest of our clients. And we take that seriously.
• Client-centered: We don't believe in one-size-fits-all service. We listen, understand, and tailor solutions for every client's unique situation.
• People-powered: We celebrate achievements, encourage professional development, and empower employees to make a difference. You'll always know why your work matters.
• Collaborative environment: We work as a team to deliver excellent service, share knowledge, and support one another.

Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Ready to Join the Team?

If you’re organized, motivated, and ready to build your career in financial operations, we’d love to hear from you. Apply today for the Operations Specialist position!