Sr. Trust Ops Specialist jobs in United States
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Citizens · 4 hours ago

Sr. Trust Ops Specialist

positionOne Citizens Bank Way, Johnston, RI, 02919, US
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date2+ years exp

Citizens is a company focused on Wealth and Asset Management, seeking a Senior Trust Ops Specialist who serves as a key point of contact for client-facing teams. This role involves processing tax payments, managing account activities, and ensuring compliance with procedures to deliver exceptional client service.

BankingCredit CardsFinancial ServicesFinTechRetail
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H1B Sponsor Likelynote

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

Qualification

Financial Services experienceMicrosoft ExcelResearch skillsInnoTrust accounting platformAttention to detailCommunication skillsOrganizational skillsTime managementProblem-solving skills

Required

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

Preferred

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

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
dateFounded in 1828
location
Providence, Rhode Island, USA
people-size10001+ employees
web-link
https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Recent News

EIN Presswire
Junior Achievement of New York Unveils New Citizens Banking Station at JA Finance Park
2026-02-02
Business Wire
Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY
2026-01-22
Business Wire
Citizens Financial Group to Participate at the UBS Financial Services Conference
2026-01-22
Company data provided by crunchbase