Escrow Specialist

We are seeking an Escrow Specialist to support Wealth Operations within Domestic Trust Operations. This role is responsible for executing escrow-related money movement (escrow wires, funding/disbursements) along with broader cash processing and operational support tied to our law firm vertical. The ideal candidate is highly accurate, proactive, and comfortable operating in a fast-paced environment where multi-million-dollar movements require urgency, precision, and strong internal coordination.
Key Responsibilities
• Execute escrow wires and related funding/disbursement workflows in alignment with policy, controls, and service timelines.
• Perform daily cash processing activities (money movement, deposits, wires, ACH, internal transfers).
• Support operational intake through review of documentation, validation of instructions, and completion of required approvals/controls.
• Manage clearing accounts/DDAs related to cash movement; track and resolve exceptions.
• Partner with internal stakeholders (front office/wealth teams, operations partners, treasury/payment services) to ensure timely processing.
• Maintain strong audit/control hygiene: documentation, approvals, and proper handling of sensitive client instructions.
Identify recurring issues and recommend process improvements to reduce rework/errors.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
- 2+ years of experience in bank operations / wealth operations / trust operations with hands-on money movement responsibilities.
- Experience with Escrow accounts, wires, ACH, deposits, and day-to-day cash processing workflows.
- Exposure to multi-million-dollar cash movements and/or asset movement.
- Strong attention to detail and accuracy; comfortable handling time-sensitive work.
Ability to communicate clearly with internal partners and manage competing priorities.


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.