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Trust Operations Analyst

VirtualVocations
Alpharetta, Georgia, United States
Full-time

A company is looking for a Trust Operations Analyst I responsible for various administrative and compliance tasks related to retirement plans.

Key ResponsibilitiesReview and submit new business acceptance and account reviewsPerform daily trading, cash, and fund reconciliations, addressing any issuesProvide trust support for internal customer inquiries and ensure compliance with policiesRequired QualificationsMust be a resident of South DakotaBachelor's Degree preferred2-3 years of experience in retirement plans or financial servicesProficient in Microsoft Office, especially ExcelExperience with recordkeeping or trust accounting systems is a plus

11 days ago
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