Trust Operations Associate
Trust Operations Associate
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Job Description
Trust Operations Associate High-Growth Startup
Reno NV (In-office role)
About the Role
Our client a fast-growing startup in the trust services industry is seeking a trust operations associate to join their team. This is an exciting opportunity for a driven professional who thrives in a dynamic entrepreneurial environment and wants to be part of building something from the ground up.
This role offers hands-on experience in trust operations process improvement and the ability to directly impact the firms growth. The ideal candidate is scrappy adaptable collaborative a self-starter and energized by problem-solving in a high-growth setting.
This is a full-time in-person position based in the Greater Reno Area. The role requires a proactive solutions-oriented mindset and the ability to pivot quickly as the company scales. The position is five days a week in the office with long hours as needed to support the firms expansion.
Responsibilities
- Oversee daily trust operations including cash movement account reconciliations and transaction processing.
- Maintain and monitor trust accounts to ensure accuracy compliance and regulatory adherence.
- Process distributions contributions and account transfers in coordination with internal teams and external custodians.
- Partner with trust officers accountants and custodians to resolve operational issues and streamline workflows.
- Monitor account activity for accuracy risk management and compliance escalating issues as needed.
- Manage trust-related records and documentation ensuring data integrity and proper audit trails.
- Contribute to the development and improvement of trust operations policies procedures and system enhancements.
- Participate in system testing automation projects and the implementation of operational technology improvements.
- Support new account onboarding verifying documentation and ensuring seamless setup.
- Collaborate with compliance and risk management teams to uphold regulatory standards.
Qualifications
- 1-3 years of experience in trust operations.
- Understanding of trust structures account reconciliation and financial transactions.
- Exceptional organizational skills analytical mindset and attention to detail.
- Ability to work independently and thrive in a fast-paced high-growth environment.
- Strong communication skills with the ability to collaborate across teams and with external partners.
- Proficiency in Microsoft Office (Excel Word Outlook); experience with trust accounting software is a plus.
- Bachelors degree in finance accounting business or a related field preferred.
- Positive resilient attitude with the ability to pivot and problem-solve in a startup environment.
- Excited to be part of a startup environment and to build something meaningful.
Why Join
- Tremendous growth potential in a rapidly expanding trust services firm.
- Be part of an entrepreneurial environment with an amazing corporate culture.
- Work alongside terrific professionals who are energized by building something meaningful.
- Gain hands-on experience in all aspects of trust operations.
- Career advancement opportunities as the firm scales.
Required Experience:
IC
Employment Type
Full Time
