Remote Trust Operations Analyst

A company is looking for a Trust & Funding Ops Analyst - Remote. Key Responsibilities Manage daily banking activities and act as a liaison with the Treasury Department and bank contacts Review and execute daily banking activities and client financial transactions, including reconciliation and communication for unfunded transactions Prepare monthly client billing and department metrics while managing Salesforce cases and providing backup to team members Required Qualifications 1-2 years of USA payroll and/or banking experience Experience working directly with customers using various communication methods Previous experience with banking or payroll products/processing Experienced with Microsoft Office applications, particularly Excel Bachelor's degree in Business, Accounting, Finance, or a related field is preferred

Mar 5, 2025 - 04:39

A company is looking for a Trust & Funding Ops Analyst - Remote. Key Responsibilities Manage daily banking activities and act as a liaison with the Treasury Department and bank contacts Review and execute daily banking activities and client financial transactions, including reconciliation and communication for unfunded transactions Prepare monthly client billing and department metrics while managing Salesforce cases and providing backup to team members Required Qualifications 1-2 years of USA payroll and/or banking experience Experience working directly with customers using various communication methods Previous experience with banking or payroll products/processing Experienced with Microsoft Office applications, particularly Excel Bachelor's degree in Business, Accounting, Finance, or a related field is preferred