• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $17.00 - $18.00 / hr. – based on experience
Job ID: 137203


Are you a Trust Operations Specialist who enjoys working with numbers and has strong analytical skills? Are you a Trust Operations Specialist who is looking to work in a self-directed atmosphere?

Our client is an independent, privately owned company that provides high quality trust and custody services to clients.


As a Trust Operations Specialist, you will provide support to the operations dept.

  • Monitor and review valuations and documentation requirements
  • Manage and coordinate the master trust insurance for real estate assets
  • Daily reconciliation of bank accounts and settlement with custodians
  • Trade matching and allocation to trust accounts
  • Mutual fund trade processing and distribution processing
  • Provide support for various annual tax processing activities
  • Coordinate 1099 reporting
  • Open new accounts in the trust accounting system
  • Maintain the database for reports filed by investment advisors


  • Must have at least 2 years of related experience, such as finance, accounting or banking operations
  • Trust experience is a bonus
  • Knowledge of financial services and investment concepts is a bonus
  • Strong Excel skills and ability to do mail merges in MSWD
  • Experience working with banking or financial software is a plus
  • Experience with a high compliance environment is beneficial
  • Professionalism, discretion and confidentiality
  • Analytical skills with a strong numbers and accounting capability
  • Strong sense of urgency with ability to multi-task
  • Strong organizational skills
  • Self-motivated and able to work in a self-directed environment


  • Disability insurance
  • 401 (k)
  • Employee bonus plan
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Charitable contributions
  • Clothing allowance
  • Personal time off and holidays
  • Great work environment
  • Stable company
  • Great opportunity to learn a new industry


Hours: 8:00am – 5:00pm

Length: Temporary to Hire

Pay for the Trust Operations Specialist position: $17.00 – $18.00 / hr. – based on experience

Location: Appleton, WI

Job ID: 137203

Job descriptions may not include every responsibility or qualification of the position.

Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.

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