Trust Operations Specialist / Admin in Oaks, PA

Role:

Trust Operations Specialist /

Admin Location:

Oaks, PA (2 days onsite in a week)

Duration:

12+ months Key Responsibilities Operational Delivery Execute day‑to‑day trust‑administration tasks including documentation management, account maintenance, cash processing, reconciliation, and asset administration. Support distribution‑processing workflows (request intake, trust‑term validation, documentation review, discretionary routing, and payment coordination). Support custody‑oversight tasks including titling checks, asset onboarding, break/exceptions management, and corporate‑actions review. Assist tax‑season workflows such as gathering tax documents, coordinating preparers, tracking deadlines, and communicating beneficiary tax materials. Manage client/beneficiary interactions, service requests, call notes, complaints, and document routing. Transition & Knowledge Transfer Participate in scoping and due‑diligence processes for new outsourcing engagements. Conduct process walkthroughs with client Trust Officers and capture SOPs required for transition. . Quality, Controls & Risk Management Maintain operational governance artifacts including Risk Registers, SOPs, and control documentation. Support risk‑based reviews, sample testing, and oversight of high‑risk transaction types. Participate in FMEA exercises, monthly health checks, and quarterly knowledge assessments. Monitor and report on SLA/KPI performance, issues, and risk events. Continuous Improvement & Automation Identify operational inefficiencies and support process redesign, value‑stream mapping, and elimination of non‑value‑added steps. Partner with automation and technology teams to implement BOT‑enabled automation, workflow improvements, and macro‑based utilities. Contribute to measurable reductions in manual effort and improvements in accuracy, turnaround time, and risk reduction. Client Engagement & Reporting Provide regular reporting on operational performance, SLA dashboards, incidents, and trend analysis. Contribute to client meetings, deep‑dive sessions, and scope definition discussions. Support development and refinement of Statements of Work (SOWs). Serve as a knowledgeable and professional point of contact for client operations leaders. Qualifications Required 5+ years of experience in trust operations , wealth management operations, fiduciary administration, or related banking operations.