Trust Clerk jobs in Providence, RI

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust associate
  • Citizens
  • Providence, RI FULL_TIME
  • DescriptionClarfeld Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm.

    For more than three decades Clarfeld’ s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services;

    comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.

    Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles.

    Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

    The Junior Trust Operations Specialist will be responsible for processing the movement of money and performing operational support duties of the Middle Office Financial Group.

    The role will report to the Manager of the Middle Office. This is a full-time position and the individual selected for this role will be required to work from the Citizens Bank Johnston Rhode Island location full time (this is not partially or fully remote position).

    It is expected that the individual fulfilling this role will continually gain more knowledge and skills through practice and mentorship, and with strong results-oriented performance will eventually be promoted into a Senior Operations Specialist role with increased and more complex responsibilities (e.

    They must also have an aptitude for identifying and escalating issues appropriately and quickly as well as be able to switch to different tasks with different processes frequently.

    The following job responsibilities apply to day-to-day work, additional work will be assigned as determined by the Middle Office Manager or Assistant Manager / Team Lead.

    Primary Job Responsibilities : Check deposit processing (e.g., scanning, entering in system, obtaining approval of entry, and notifying relationship managers) Prepare and mail client materials in an accurate, complete and professional manner and obtain approval from Senior Trust Operations Specialist or Middle Office Assistant Manager / Team Lead Account change confirmations Escheatment Letters Probate Letters, receipts and packages Other ad hoc mailings Escalate discrepancies and customer inquiries in an accurate and timely manner to Senior Trust Operations Specialist or Middle Office Assistant Manager / Team Lead Process operational settlement wires Monitor and track incoming and outgoing transfer of securities, verifying the accuracy of information completed by another colleague or vendor Prepare costs basis report for asset transfers and send to custodians for processing Prepare reporting, conduct reconciliations and validations as requested by Middle Office Manager or Assistant Manager / Team Lead Provide coverage for other operational staff during peak times and vacation Perform other duties as assigned by Middle Office Manager or Assistant Manager / Team Lead Qualifications Bachelor’s degree or equivalent experience 1 years securities operations experience preferred Strong research and problem-solving skills Strong organizational, time management and prioritization skills Strong computer skills - Excel, Word, Outlook, Power Point, etc.

    Strong interpersonal, verbal and written communication skills Flexible team player Willingness to adapt to an ever-changing environment Additional Skills / Knowledge Attention to detail and understanding of importance of data accuracy Ability to identify issues and escalate quickly and appropriately for resolution Aptitude for learning and working in a team environment Ability to perform responsibilities accurately and independently in a fast paced multitask environment Ability to prioritize and handle large inflows of workload during peak processing times Hours & Work Schedule Hours per Week : 40 Work Schedule : M-F 8 : 30 AM - 5 : 00 PM on site Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.

    If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment OpportunityAt Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism.

    Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws.

    Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

    Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.

    When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

    Last updated : 2024-03-05

  • 11 Days Ago

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Trust associate
  • Citizens
  • Johnston, RI FULL_TIME
  • Description For more than three decades Clarfeld’ s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, st...
  • 17 Days Ago

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Senior Portfolio Manager
  • Washington Trust
  • Providence, RI FULL_TIME
  • We are seeking a seasoned Senior Portfolio Manager with strong credit skills to support our commercial lending portfolio. This position will be a key contributor to the implementation of the overall g...
  • 12 Days Ago

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Loan Origination Specialist (bilingual)
  • Washington Trust
  • Warwick, RI FULL_TIME
  • Washington Trust has an exciting opportunity for a bilingual Loan Origination Specialist to join the Retail Mortgage Lending division. The bilingual Loan Origination Specialist provides support to one...
  • 13 Days Ago

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Commercial Lending Specialist - Providence
  • Rockland Trust
  • Providence, RI FULL_TIME
  • This position will serve as a resource to the Commercial Lending Center. The Commercial Lending Specialist is responsible for assisting Commercial Lenders with general administrative duties, credit-re...
  • 3 Days Ago

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Teller
  • Rockland Trust
  • Bellingham, MA FULL_TIME
  • As a Teller Trainee at Rockland Trust, you are at the heart of our branches and the frontline of customer service, proactively exploring customer needs and offering personalized advice that serves to ...
  • 17 Days Ago

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0 Trust Clerk jobs found in Providence, RI area

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Part-Time Pharmacy Technician Trainee / Shipping Clerk
  • Shields Health Solutions
  • Stoughton, MA
  • At Shields, we pride ourselves on our culture of inclusion and kindness and the difference we make in patients' lives ev...
  • 3/18/2024 12:00:00 AM

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Academic Tutor & Mentor (Entry Level, Paid, Full-time)
  • City Year
  • Providence, RI
  • Student success coach and mentor (entry level, paid, full-time) City Year AmeriCorps Member About City Year City Year, a...
  • 3/18/2024 12:00:00 AM

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Physician / Family Practice / Rhode Island / Locum tenens / Telemedicine Physician Opportunity with Great Income and Flexible Hours Job
  • Quivvy Tech
  • Providence, RI
  • Quivvy Tech is currently hiring telemedicine physicians!Quivvy Tech is the fastest growing national telemedicine network...
  • 3/18/2024 12:00:00 AM

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Physician / Anesthesiology - Pain Management / Rhode Island / Permanent / Anesthesiology - Pain Management Opening, Providence, Rhode Island Job
  • Confidential
  • Providence, RI
  • Anesthesiology - Pain Management OpportunityProvidence, RI more information on this Anesthesiology - Pain Management ope...
  • 3/18/2024 12:00:00 AM

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Physician / Surgery - General / Rhode Island / Locum tenens / Telemedicine Physician Opportunity with Great Income and Flexible Hours Job
  • Quivvy Tech
  • Providence, RI
  • Quivvy Tech is currently hiring telemedicine physicians!Quivvy Tech is the fastest growing national telemedicine network...
  • 3/18/2024 12:00:00 AM

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Physician / Internal Medicine / Rhode Island / Locum tenens / Telemedicine Physician Opportunity with Great Income and Flexible Hours Job
  • Quivvy Tech
  • Providence, RI
  • Quivvy Tech is currently hiring telemedicine physicians!Quivvy Tech is the fastest growing national telemedicine network...
  • 3/18/2024 12:00:00 AM

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Delivery Driver
  • DoorDash
  • Providence, RI
  • Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S, DoorDash connects local businesses an...
  • 3/18/2024 12:00:00 AM

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Assistant Executive Housekeeper
  • Hospitality Staffing Solutions, LLC
  • Norwich, CT
  • Job Description Job Description Hospitality Staffing Solutions is recognized as the largest national hospitality staffin...
  • 3/15/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$37,895 to $45,238
Providence, Rhode Island area prices
were up 1.6% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020