Trust Operations Support Analyst

Profile

Trust Operations Support Analyst

The candidate will provide operational and analytical support to Choate’s Operations and Reporting Department. Create and electronically distribute daily, weekly and monthly analysis reports to Wealth Management Group. Print and distribute of checks as well as managing check stock and printing supplies. Manage the check deposit process. Coordinate the review of incoming checks with Operations Support Specialist, online deposit of approved checks, matching backup with checks and delivering to Electronic Filing Specialist for processing. Work with custodian bank to process check voids and check stop payment requests. Reconcile security delivery transactions. Review transactions posted by custodian bank to verify security, tax cost, shares and description all match instructions. Work with Operations Support Specialist to have any discrepancies are corrected. Assist with the reconcilement of cash accounts and work with Tax Department to research any exceptions. Work closely with the Wealth Management Departments to assist with projects related to data gathering, analysis and formatting as requested. Review daily transactions, approvals, and maintenance report to ensure all accounts are up to date and accurate. Work with the Trust Operations Supervisor and Trust Operations Support Specialist to develop and maintain department procedures and policies. Assume additional responsibilities as requested. Business Administration major with Finance or Accounting background is preferred.

Company info

Choate Hall & Stewart LLP.
Two International Place
Boston
Massachusetts
United States 02110
Phone : 617-248-5000
Fax : 617-248-4000
Website : https://www.choate.com/