Junior Trust Operations Specialist jobs in United States
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Corpag · 3 months ago

Junior Trust Operations Specialist

Corpag is a dynamic and international boutique trust and corporate services provider focused on delivering personal services to clients. The Junior Trust Operations Specialist will support the daily operational functions of the trust department, ensuring accurate processing of transactions and compliance with regulations while providing quality customer service.

AccountingComplianceFinancial ServicesWealth Management

Responsibilities

Process trust and company account transactions and reconciliations
Maintain accurate client and account records
Assist in preparing internal reports and client documentation
Produce and send periodic client statements
Support compliance and audit-related activities
Communicate with internal departments and external partners
Perform other administrative and operational duties as assigned
Assist in the maintenance and further development of the Operations Procedures Manual
Ensure compliance with the company’s Bank Secrecy Act compliance program

Qualification

Accounting DegreeFinancial software systemsTrust experienceBanking experienceCompliance knowledge

Required

Accounting Degree or related education (or equivalent experience)
Ability to learn and work with financial software systems (Salesforce or AccountingSeed experience ideal, but not required)
Trust or banking experience a plus, but not required

Benefits

Excellent growth and advancement opportunities and a working environment that stimulates learning and development, amongst others by having our internal education program, Corpag Academy.
Transparency and flexibility throughout the entire organization, thanks to a flat organizational structure with an always open-door policy.
Of course, salary conditions and benefits, tailor-made for you, complemented by continuous attention for employee well-being.

Company

Corpag

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Corpag provides private wealth, legal administration, payroll, pre-audit, tax compliance and regulatory compliance services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase