The Senior Trust Operations Specialist – Client Service plays a central role in supporting client-facing teams across Trust, Agency, and Institutional relationships. This position is a key partner to account administrators, ensuring operational excellence while delivering seamless and high-quality experience for our clients.

In this role, you will manage a diverse range of responsibilities including tax payment processing, probate accountings, onboarding and maintenance of investment accounts, reconciliations, and reporting. Success in this position requires strong attention to detail, the ability to manage multiple priorities in a fast-paced environment, and a commitment to delivering accuracy and client satisfaction.

The ideal candidate brings a strong client-service mindset, thrives in a collaborative team environment, and leverages communication and relationship management skills to drive exceptional outcomes.

Primary responsibilities include

• Process federal and state estimated and balance due tax payments accurately and on time
• Prepare and file probate accountings for New Hampshire courts
• Calculate and process UPMIFA (Uniform Prudent Management of Institutional Funds Act) payments
• Review investment account onboarding documentation for completeness and accuracy; establish accounts within internal systems
• Coordinate and manage account closings, partnering with internal teams to ensure all steps are completed efficiently
• Perform daily and monthly cash reconciliations, identifying and resolving exceptions
• Process incoming mail, including check logging, posting, and returned mail handling
• Independently research and resolve more complex internal and external inquiries
• Maintain and update documented procedures to ensure accuracy and compliance
• Provide coverage for a centralized support inbox, delivering timely responses and status updates
• Produce internal and regulatory reporting as required
• Provision user access to systems in accordance with established controls and processes

Qualifications, Education, Certifications and/or Other Professional Credentials

• 2+ years of financial services experience
• Proficiency in Microsoft Office, with a strong emphasis on Excel
• Strong attention to detail and commitment to data accuracy
• Excellent research, analytical, and problem-solving skills
• Strong organizational and time management skills, with the ability to prioritize effectively
• Effective verbal and written communication skills
• Adaptability and willingness to thrive in a dynamic environment

Preferred Qualifications

• Bachelor’s degree
• Experience supporting trust or investment accounts for high-net-worth clients
• Familiarity with the InnoTrust accounting platform

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

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