Trust Operations Coordinator

Job Summary

Detail-oriented and process-driven, the full-time Trust Operations Coordinator will manage the operational aspects of trust settlement functions, including scanning inbound checks, maintaining logs, and performing data entry, all while working remotely.

Key responsibilities

• Scan and stage all inbound trust settlement checks for Specialist review
• Maintain a daily check receipt log and perform initial data entry in NetSuite
• Assist with audit preparation and support exception resolution as directed

Required qualifications

• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent work experience
• 2-3 years of experience in banking operations, legal financial administration, or bookkeeping
• Strong data entry accuracy with attention to detail in financial processing
• Organized, dependable, and process-oriented with excellent follow-through
• Comfort with multiple banking systems and digital tools; ability to learn new platforms quickly