Trust Operations Associate

The Trust Operations Associate will be responsible for processing the movement of money and performing operational support duties. It is expected that the individual fulfilling this role will continually gain more knowledge and skills through practice and mentorship, and with strong results-oriented performance could eventually be given more complex responsibilities (e.g., approving money movement, approving reports and client communications, problem research and resolution, etc.).

Primary responsibilities include

• Check deposit processing (e.g., scanning, entering in system, obtaining approval of entry, and notifying relationship managers)
• Prepare and mail client materials in an accurate, complete and professional manner and obtain proper approval
• Account change confirmations
• Escalate discrepancies and customer inquiries in an accurate and timely manner
• Process operational settlement wires
• Monitor and track incoming and outgoing transfer of securities, verifying the accuracy of information completed by another colleague or vendor
• Prepare costs basis report for asset transfers and send to custodians for processing
• Prepare reporting, conduct reconciliations and validations requests
• Provide coverage for other operational staff during peak times and vacation
• Perform other duties as assigned

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • 1+ years in the financial services industry with money movement transactions
  • Positive and customer-focused mindset with the ability to effectively influence others and use consultative skills to enrich the customer experience.
  • Proven ability to successfully have strong active listening and problem-solving skills, persistent enthusiasm when interacting with customers and colleagues.
  • Ability to work independently and as part of a team along with the ability to train and support other team members.
  • Demonstrated strong interpersonal, verbal, and written communication skills.
  • Success proven ability to be successful and adapt to a fast-paced, multi-dimensional work environment using strong time management skills.
  • Possesses detailed and goal oriented professional approach
  • Ability to learn and understand various Computer Based systems including Accounting systems like InnoTrust; Microsoft Office Products- Excel; Outlook; Word
• Preferred Qualifications
  • Experience with the National Financial Services (NFS) system platform
  • Private wealth business related transactions for clients $1MM or higher
  • Demonstrated successful stable work history
  • Associates and/or bachelor’s degree

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Pay Transparency

• The salary range for this position is $21.64 - $25.00 per hour (~$45,011.20-$52,000), plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

• We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.