Trust Operations Associate – New Jersey Locations (Hybrid)

The Trust Operations Associate will provide centralized support to Family Office advisors and teams across multiple office locations along with broad operational support for significant business initiatives and projects.  Provide broad operational support for client onboarding, establishing custodial accounts, account administration, security transfers and various other areas that support the operational activities of Family Office Advisor teams.   Complete daily account reconciliation and maintenance including account coding, statement setup, posting cash/asset transfer activity, researching discrepancies between firms account and custody account, coordinating custodial requests.   Support Family Office Advisor teams with centralized financial and performance reporting needs.  Assistance with pulling audit materials and evidence for internal and external auditors.  Monitor and improve internal processes, workflows and procedures to improve efficiency, reduce operational risk and ensure compliance with policies and procedures.  Bachelor’s Degree required or equivalent combination of education and experience.  1-3 years of related experience in operations in a fast-paced, dynamic leading organization.  Trust Accounting experience preferred. Experience in banking or financial services experience, particularly with the High-Net-Worth and Ultra-High-Net-Worth client segments, preferred.