Company Overview
Our client is a well-established, privately held trust company providing wealth advisory and trust administration services to families and individuals across the region. It's a small, tight-knit team where every person's contribution matters and client relationships are built on precision, discretion, and trust.
Job Overview
We're looking for an Investment and Asset Operations Subject Matter Expert to oversee investment-related operational activities across all client accounts. You'll be the go-to expert for accurate processing and maintenance of portfolio holdings, securities transactions, alternative investments, and asset data integrity, working closely with internal teams and outside stakeholders to keep asset management operations efficient and seamless. This is a newly created role, so the team is prioritizing finding the right fit over filling the seat quickly. Ideal candidates bring meaningful trust experience, particularly around trust accounting, principal and income concepts, distributions, and tax coding. Candidates coming from a bank or RIA background can be a strong fit if that experience was gained in a smaller environment with genuine trust exposure. Success in this role depends as much on personality fit as technical skill: this is a small office environment that rewards curiosity, self-sufficiency, and a willingness to jump in wherever needed.
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What We Offer