**Essential Duties and Responsibilities:** + Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing. + Researches and provides resolution on advanced and more complex business issues + Serves as a back-up in cross-functional responsibilities during absences. + Identifies and helps to resolve systemic and operational issues. + Assists in special projects. + Maintains a variety of data files and records. + Monitors and processes transaction requests as well as incoming documents. + Provides training to other team members. + Operates standard office equipment and uses required software applications. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations. + Operations and systems of assigned functional area. + Process flows within specific assigned functional area. + Regulations for specific assigned functional area. **Skill in:** + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying and resolving operational issues while identifying opportunities for improvement. + Problem solving. **Ability to:** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use sound judgment in prioritizing tasks and responsibilities. + Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels. + Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions. + Partner with other functional areas to accomplish objectives. + Analyzing data to identify discrepancies. + Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships.