Trust Operations Coordinator

Job Summary

Providing internal and administrative support, the full-time remote Trust Operations Coordinator will assist the Trust Operations Team by managing client documents, ensuring timely correspondence, and liaising with Corporate Trustee partners while maintaining compliance and quality control standards.

Key responsibilities:

• Assisting with administrative tasks related to Trust Services and maintaining client documents
• Collaborating with leadership to ensure timely communication with internal teams and clients
• Serving as a quality control point to ensure adherence to compliance requirements and internal guidelines

Required qualifications:

• High school diploma required; bachelor's degree preferred
• Executive support or administrative experience is a plus
• Proficiency with MS Word, Excel, PowerPoint, and Outlook
• Outstanding work ethic with a self-starter attitude
• Ability to maintain confidentiality and prioritize tasks in a busy environment