Trust Operations Representative - Full-time
| Hours | Full-time |
|---|---|
| Location | Saint Petersburg, Florida |
About this job
**Essential Duties and Responsibilities:**
+ Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing.
+ Researches and provides resolution on advanced and more complex business issues
+ Serves as a back-up in cross-functional responsibilities during absences.
+ Identifies and helps to resolve systemic and operational issues.
+ Assists in special projects.
+ Maintains a variety of data files and records.
+ Monitors and processes transaction requests as well as incoming documents.
+ Provides training to other team members.
+ Operates standard office equipment and uses required software applications.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.
+ Operations and systems of assigned functional area.
+ Process flows within specific assigned functional area.
+ Regulations for specific assigned functional area.
**Skill in:**
+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying and resolving operational issues while identifying opportunities for improvement.
+ Problem solving.
**Ability to:**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Use sound judgment in prioritizing tasks and responsibilities.
+ Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
+ Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
+ Partner with other functional areas to accomplish objectives.
+ Analyzing data to identify discrepancies.
+ Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships.
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1279993449 Posted: 2026-08-21 Job Title: Trust Operation Representative