Sr. Trust Ops Specialist

Citizens Bank • Johnston, RI

5h • Hybrid

About The Position

The Senior Trust Ops Specialist serves as a key point of contact for our client-facing teams which support Trust, Agency, and Institutional clients. Primary tasks include federal and state estimate and balance due tax payment processing, probate court accounting, client onboarding, account maintenance, account closings, reconciliations and general reporting. The successful candidate will work in a team-oriented environment with our account administrators and other operations/support teams to deliver seamless experience for our clients. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction. Must be detail-oriented, work with a high degree of accuracy, and able to handle multiple issues and meet short deadlines. They will be responsible for completing assigned tasks within established deadlines and in accordance with policies and procedures.

Requirements

• Completed Bachelor’s Degree
• 2 years + Financial Services experience
• Willingness to work on-site at the company’s Johnston, RI office
• Experience using Microsoft Office applications, particularly Excel
• Strong attention to detail and the importance of data accuracy
• Strong research and problem-solving skills
• Strong organizational, time management and prioritization skills
• Strong interpersonal, verbal and written communication skills
• Willingness to adapt to an ever-changing environment

Nice To Haves

• Experience providing operational support for trust/investment accounts for high-net-worth clients
• Experience with the InnoTrust accounting platform
• Demonstrated successful stable work history

Responsibilities

• Processing federal and state estimate and balance due tax payments
• Preparing and filing probate accountings for New Hampshire courts
• Calculating and processing required Charitable Trust payments
• Reviewing required investment account opening documentation for completeness and accuracy, and setting-up accounts on internal accounting system
• Managing investment account closings, ensuring that all internal teams complete their responsibilities as part of the closing process
• Completing daily and monthly cash reconciliations, while identifying any resulting exceptions for research and resolution
• Processing incoming mail, including check logging and posting and returned mail
• Independently researching more complex internal and external inquiries
• Ensuring the unit’s documented procedures are accurate and up to date

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level