trust operations officer in lancaster

posted
contact
adam fisher, tatum executive services
job type
permanent
salary
US$ 70,000 - US$ 90,000 per year
apply now

job details

posted
location
lancaster, pennsylvania
job category
Financial Services
job type
permanent
working hours
8 to 5
salary
US$ 70,000 - US$ 90,000 per year
experience
3 Years
reference number
500893
contact
adam fisher, tatum executive services
phone
717-945-6950

job description

job summary:

Trust Operations Officer - $70,000 to $90,000 plus bonus

Unique opportunity to join a growing investment firm that is commutable from parts of the Lancaster, York, Harrisburg and Reading areas. Additionally - our client has a formalized "hybrid" work scheduling allowing employees to work remotely 2-3 days a week.

The Trust Operations Officer will use our client's trust accounting software package to reconcile investment and trust accounts on a daily basis. Responsibilities will include portfolio accounting, client reporting, securities classification, account opening and data validation. Our client works with a wide range of highly complex trust accounts so attention to detail and the ability to multitask and prioritize are highly valued attributes in this role.

Bachelor's Degree with three years of trust or investment operations experience is required.

If you are looking for an employer who values their employees and provides an outstanding combination of career growth balanced with flexibility and a premium on work / life balance, you need to look at this job opportunity.

Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.

Please email--

Adam.Fisher@tatum-us.com

 
location: Lancaster, Pennsylvania
job type: Permanent
salary: $70,000 - 90,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:

The Trust Operations Officer will use our client's trust accounting software package to reconcile investment and trust accounts on a daily basis. Responsibilities will include portfolio accounting, client reporting, securities classification, account opening and data validation. Our client works with a wide range of highly complex trust accounts so attention to detail and the ability to multitask and prioritize are highly valued attributes in this role.

 
qualifications:

Bachelor's Degree with three years of trust or investment operations experience is required.

 
skills: Trust & Securities Accounting

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

skills

Trust & Securities Accounting

qualification

Bachelor’s Degree with three years of trust or investment operations experience is required.

responsibilities

The Trust Operations Officer will use our client’s trust accounting software package to reconcile investment and trust accounts on a daily basis.  Responsibilities will include portfolio accounting, client reporting, securities classification, account opening and data validation.  Our client works with a wide range of highly complex trust accounts so attention to detail and the ability to multitask and prioritize are highly valued attributes in this role.

educational requirements

Bachelor's degree