Operations Manager

Cornerstone Private Asset Trust Company, LLC is seeking an Operations Manager to oversee and elevate its day-to-day operations. The role is ideal for someone who enjoys wearing multiple hats, thrives in a collaborative environment, and takes pride in building efficient, client-centered processes.

Requirements

• Oversee daily trust operations, including account transactions, money movement, and recordkeeping
• Process and review deposits, transfers, and wires with a high level of accuracy
• Manage new account setup, including CIP and OFAC compliance
• Coordinate monthly billing and accounts receivable
• Prepare and review client statements and reporting
• Maintain and improve operational workflows, policies, and procedures
• Serve as the primary point of contact for internal systems (CRM, portfolio accounting, document management)
• Assist with pricing updates and administration of unique trust assets (e.g., ILITs, closely held assets)
• Partner with other BGM business lines (tax, wealth management, advisory) to support a seamless client experience
• Identify opportunities to streamline processes and improve efficiency

Benefits

• 18 days paid time off
• 8 paid holidays
• Health Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company contribution
• Access to a personal financial planner, and both legal and life insurance
• Flexible Work Models (In-office, work-from-home, or hybrid, depending on position and location)