Trust Operations Specialist, Fund Administration

Job Summary:

The Trust Operations Specialist is responsible for managing and optimizing trust operations, ensuring accuracy, compliance, and efficiency in all processes. Leveraging extensive industry experience, this role handles complex trust transactions, maintains records, and collaborates with internal teams to support the organization''s trust services. The Trust Operations Specialist also contributes to process improvements and ensures adherence to regulatory requirements.

Job Duties and Responsibilities:

• Process and reconcile trust transactions and account activities; maintain accurate records and documentation for trust accounts; ensure compliance with regulatory requirements and internal policies; resolve complex operational issues and inquiries; collaborate with trust officers, client service teams, and other departments to support trust operations; monitor and report on operational performance; identify and implement process improvements to enhance efficiency and accuracy; participate in system upgrades, testing, and implementation; provide mentorship and guidance to junior staff; participate in special projects and initiatives as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: Bachelor''s degree in Business Administration, Finance, Accounting, or related field;

Minimum Experience: minimum of 10 years of experience in trust operations, banking, or related roles; proven expertise in trust account management and operational processes;

Required Knowledge, Skills & Abilities: strong knowledge of trust regulations, compliance, and industry best practices; excellent analytical, problem-solving, and decision-making skills; outstanding communication and interpersonal abilities; proficiency with trust operations software and tools; relevant certifications (e.g., CTOP, CTFA) preferred.

Preferred Knowledge, Skills, & Abilities:

• CAIA or CIMA.