Trust Specialist

Our client, a large financial services company, is seeking an experienced Trust Specialist for a 6+ month contract role in Frisco, TX or Charlotte, NC. This role is hybrid.The Trust Specialist works on a centralized team responsible for supporting private asset and trust administration functions, with a focus on servicing complex account structures and ensuring accurate and timely processing of client requests. This includes handling high-volume email requests and inbound calls, processing account onboarding, maintenance, money movement, and recordkeeping within defined service level agreements. Service is provided primarily via phone and digital channels, with no in-person client interaction.This role is heavily focused on managing requests related to private asset and trust structures, including 8-cap and 9-cap transfer processes, ensuring accurate documentation, follow-up, and completion of transfers.Responsibilities include coordinating across back-office operations teams, managing the end-to-end transfer process, and generating required new account documentation. The role also involves maintaining accurate records and ensuring all documentation is properly stored in an imaging and document management system.Key Responsibilities and DutiesManage the setup, implementation, and ongoing administration of trust, estate, and private asset accountsProcess and track account transfers, including 8-cap/9-cap structures, ensuring timely follow-up and completionCoordinate with internal operations and back-office teams to facilitate asset movement and account servicingOpen new accounts and generate required account documentation and formsMonitor account activity, transactions, and cash flows for accuracy and completenessMaintain detailed records and documentation within imaging systems (e.g., SharePoint, Adobe)Ensure compliance with applicable policies, procedures, and regulatory requirementsCreate and distribute reports related to account activity, servicing metrics, and operational updatesQualifications & Skills3-5 years of financial services experience (banking, wealth, or trust/retirement operations preferred).Experience may come from either large or small financial institutionsKnowledge of trust/retirement or complex account structures; 8-cap/9-cap or transfer experience a plusExperience with account onboarding, asset movement, and end-to-end transfer processing in a high-volume environmentStrong attention to detail, organization, and ability to manage multiple time-sensitive requestsProficiency with Microsoft Office Suite and documentation systems, with overall strong comfort and adaptability using technology platforms and toolsThis role sits within a collaborative team environment supporting a broader wealth and trust operations function, focused on accuracy, responsiveness, and efficient processing of complex account servicing requestsPay Rate: $34.77 - $36.77/hour

Created: 2026-05-16