Trust Operations Specialist

Job Description

Job Description

Join Our Team as a Trust Operations Specialist!

Are you detail-oriented, organized, and enjoy working behind the scenes to support exceptional client service? Commercial Bank & Trust is looking for a Trust Operations Specialist to join our Trust team!

This is an excellent opportunity for someone who enjoys working with accounting information, problem-solving, and being part of a collaborative team.

As a Trust Operations Specialist, you'll play a key role in supporting our Trust Department by:

• Processing trust and investment transactions accurately and efficiently.

• Reconciling accounts and maintaining financial records.

• Assisting with payments, wire transfers, and scheduled account transactions.

• Supporting investment activity and account maintenance.

• Working with trust officers, investment advisors, and other team members to ensure exceptional service.

• Helping maintain accurate records while following bank policies and regulatory requirements.

• Bachelor's degree in Accounting, Finance, Business Administration or related field or equivalent experience.

• Two or more years of experience in bookkeeping or accounting preferred

• Experience with accounts payable, accounts receivable, account reconciliations, and general ledger transactions is a plus

• Basic knowledge of accounting principles or financial reporting

• Excellent communication and customer service skills.

• Proficiency with Microsoft Office.

• A positive attitude and a willingness to learn and collaborate.

At CBTC, our Core Values— Integrity, Respect, Trust, Client Service, Collaboration, Accountability, and Community Commitment —guide everything we do. Join a team that values people, supports your growth, and is committed to making a difference every day.

Commercial Bank and Trust Company is an Equal Opportunity Employer - Vets/Disabled