Trust Operations Specialist

TI-Trust, Inc. is seeking a detail-oriented Trust Operations Specialist to support trust, agency, and fiduciary accounts. The position assists the Executive Vice President of Operations in processing account activity, reconciling balances, and maintaining accurate records.

Requirements

• Process daily trust account activity, including receipts, disbursements, wire transfers, ACH batches and fee activity.
• Settle security trades, manage corporate actions (splits, mergers) and maintain asset records.
• Reconcile cash and asset balances, research exceptions, and resolve operational issues promptly.
• Establish new accounts, update beneficiary information, and process account closures within the trust accounting system.
• Ensure compliance with OFAC, BSA, and internal policies and procedures, including reviewing documentation for proper authorization.
• Coordinate with trust officers to provide information, resolve transaction exceptions, ensure accurate processing and responsive support.

Benefits

• Health benefits
• Vision benefits
• Dental benefits
• 401k plan
• Profit Sharing plan
• Employee Stock Ownership Plan
• Be Well @ Work employer-sponsored medical services program