Trust Operations Specialist
On-siteJackson, Tennessee, United States or Paris, Tennessee, United States
Job Summary
Process trust and investment transactions accurately and efficiently while reconciling accounts and maintaining financial records. Assist with payments, wire transfers, and scheduled account transactions to support investment activity and account maintenance. Collaborate with trust officers, investment advisors, and other team members to ensure exceptional service and follow bank policies and regulatory requirements. Requires an accounting degree or five years of accounting experience, strong attention to detail, and proficiency with Microsoft Office. Commercial Bank & Trust Company values integrity, respect, and client service within a collaborative team environment.
Required Qualifications
- Accounting degree or at least 5 years of accounting experience
- Strong attention to detail and organizational skills
- Excellent communication and customer service skills
- Proficiency with Microsoft Office
Desired Qualifications
- Basic understanding of investment securities
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