Trust Operations Specialist

Below mentioned is the job description for your reference:

Job Title: Trust Operations Specialist

Work Location: St. Petersburg FL 33716 USA
Schedule: Monday Friday 8:00 AM 5:00 PM or 8:30 AM 5:30 PM
Duration: 6 Months (Potential extension or conversion)

Position Summary
This position provides basic administrative support to the Clients Trust Operations team.

Responsibilities

• Scan and upload transaction documents into a proprietary database.
• Create and maintain reports using Microsoft Excel.
• Perform various duties as assigned.
• Complete operational tasks for back-office and middle-office processing including:
  • Posting checks
  • Printing checks
  • Creating workflow items
  • Mail sorting
  • Indexing

Required Skills and Qualifications

• 1 3 years of recent experience in a role involving data entry account maintenance check handling and preferably client-specific information.
• Accurate data entry skills.
  • Candidates must complete a Data Entry Test prior to submission.
  • Minimum requirements:
    • 85% accuracy
    • 6000 KPH speed
  • Scores must be included on the resume.
• Strong attention to detail.
• Basic to intermediate Excel skills including:
  • Creating spreadsheets
  • Adding and removing rows and columns
  • Data entry
• Basic to intermediate proficiency with Microsoft Office products including Outlook Word and Excel.
• Professional demeanor.
• Clear and professional written and verbal communication skills.

Education

• High School Diploma or equivalent required.
• Bachelors Degree preferred.