We are looking for a motivated and detail-oriented Trust Associate to manage daily trust operations and ensure compliance with regulatory standards. This position is ideal for professionals who excel in maintaining operational efficiency while fostering strong client relationships. The role involves coordinating with various teams and stakeholders to improve workflows and uphold fiduciary integrity.<br><br>Responsibilities:<br>• Manage daily trust operations, including account setup, maintenance, and accurate reporting.<br>• Oversee the processing of transactions, such as asset transfers, cash movements, and fee assessments.<br>• Coordinate with internal teams to ensure timely execution of trust-related activities.<br>• Administer trust accounts by handling onboarding, annual reviews, valuations, and distributions.<br>• Develop and enhance operational workflows, documentation practices, and internal controls.<br>• Prepare materials and reports for quarterly Trust Committee and Board meetings.<br>• Ensure compliance with federal, state, and industry regulations governing trust services.<br>• Maintain and update compliance programs, policies, and training materials to align with regulatory standards.<br>• Collaborate with investment, tax, and leadership teams to streamline processes and drive efficiency.<br>• Stay informed about changes in fiduciary standards, trust laws, and regulatory requirements.
