Trust Operations Analyst

Company: VirtualVocations
Location: Saint Paul
Posted on: October 29, 2024

Job Description:

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

Key Responsibilities

Review and submit new business acceptance and account reviews
Perform daily trading, cash, and fund reconciliations, addressing any issues
Provide trust support for internal customer inquiries and ensure compliance with policies

Required Qualifications

Must be a resident of South Dakota
Bachelor's Degree preferred
2-3 years of experience in retirement plans or financial services
Proficient in Microsoft Office, especially Excel
Experience with recordkeeping or trust accounting systems is a plus

Keywords: VirtualVocations, Eau Claire , Trust Operations Analyst, Professions , Saint Paul, Wisconsin

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