Trust Operations Analyst
Company: VirtualVocations
Location: Saint Paul
Posted on: October 29, 2024
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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, Bloomington , Trust Operations Analyst, Professions , Saint Paul, Minnesota
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