Senior Trust Operations Specialist

The Forge Companies

. Support Trust Administration and the Operations Manager in the daily administration and management of trust accounts .

Posted 10/30/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Trust Administration and Operations Management, with a strong focus on accurate data analysis, client account management, and regulatory compliance. Proficient in Microsoft Excel and Word, with a collaborative approach to workflow prioritization and team development.

Highest-signal resume keywords

Trust Accounting Platform ExperienceData AnalysisMicrosoft Excel ProficiencyAttention to DetailInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisTrust AccountingClient Account ManagementRegulatory ComplianceWorkflow PrioritizationTransaction ReportingSecurities TransferAccount ReconciliationInternal ControlsTraining Development

Soft Skills

Attention to DetailOrganizational SkillsCollaborative AttitudeCommunication SkillsInitiative

Tools & Technologies

Trust Accounting PlatformsMicrosoft ExcelMicrosoft Word

Industry Keywords

Trust AdministrationOperations ManagementAudit RequirementsClient Records ManagementCustodial Platforms

About the role

Key responsibilities & impact

Support Trust Administration and the Operations Manager in the daily administration and management of trust accounts
Receive, review, and process new and existing client account paperwork
Ensure all client records are updated accurately and timely
Assist in transferring and re-registering securities for new accounts
Perform data analysis for accurate transaction reporting to internal clients
Work with outside firms to establish connections to custodial platforms for held away accounts
Work with the trust accounting provider to reconcile held away accounts for accurate reporting
Assist in terminating accounts
Resolve out-of-balance conditions within the Trust Platform and implement preventative measures
Serve as primary liaison for daily reconciliation reports, ensuring accuracy and timely distribution
Oversee and prioritize workflow and department inbox requests and inquiries
Serve as main point of contact with the Trust Accounting service provider to update and enhance efficiencies
Act as system subject matter expert
Review and maintain department procedures
Implement and uphold internal controls to meet audit and regulatory requirements
Partner with the Operations Manager and Director of Operations on high-impact special projects
Coordinate with other Operations areas for seamless support and coverage
Lead and develop Operations Specialists I and II through guidance, training, and mentorship
Design and lead company-wide trainings on new processes and initiatives
Ensure daily, weekly, monthly, and quarterly reports are accurate, comprehensive, and distributed appropriately
Take ownership of other duties as assigned

Requirements

What you’ll need

College Degree in related field or equivalent work experience
Experience with Trust Accounting platform(s) is a plus
Proficiency in Microsoft Excel and Word
Strong attention to detail and excellent organizational skills
Strong research, analytical, and interpersonal skills
Ability to self-identify opportunities for improvement
Collaborative attitude
Initiative-taking with the ability to manage multiple tasks concurrently under a time-sensitive delivery schedule
Purposeful, detailed, and exceptional communication and people skills
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 10 pounds at times
Occasional travel is necessary, less than 10% of the time

Benefits

Comp & perks

Competitive pay aligned with the role and experience
Medical, dental, vision, life, and disability insurance with multiple plan options
No cost Wellhub fitness and wellness platform membership
401(k) retirement plan with a 4% employer match
18 days of PTO for new employees
2 floating holidays and 9 company holidays
PTO accrual rates increase with additional years of service to reach a maximum of 28 days
Education assistance program
Company-paid licenses, certifications, and continuing education
Paid parental leave for eligible teammates welcoming a child through birth, fostering, or adoption
8 hours of paid time off for volunteering
Opportunities for professional growth, new challenges, and long-term career advancement
Collaborative, team-oriented environment
Occasional travel required, less than 10% of the time