TPG Staffing LLC is a leading national staffing agency providing businesses and job applicants with quality opportunities in a wide range of industries. We believe in getting the right person for the right job and the right job for the person. We work closely with our clients to build relationships based on understanding the key drivers of their businesses and the talent required to meet their business goals while providing job seekers with rewarding experiences to enrich their careers.

Our Client is a Delaware chartered trust company in Wilmington, Delaware. Since 1982, they have been providing corporate trust, custody, and administration services to trust clients.

We currently have an exciting opportunity for an individual looking to join a rapidly growing firm. This position allows for broad exposure and plenty of opportunities that are not found at larger financial firms. The Operations Specialist is responsible for assisting with the operational efforts for the Institutional and Personal Trust business lines. This role will learn to manage the preparation, processing, reconciliation, and issue resolution associated with daily trust operations. The individual in this position will also develop a basic understanding of the intricacies of trust accounts and institutional retirement plans. The ideal candidate is someone who can uphold a high service standard and demonstrate appropriate effort and attitude. This position reports to the Senior Vice President, Director of Operations.

Responsibilities 

• Reconcile accounts and research discrepancies
• Process daily income and prepare for anticipated payments
• Perform processes for Unitization product and client sub-accounting
• Set up new assets and updating asset values
• Track and process incoming transfer requests
• Update account holdings with cost basis and DoD values
• Assist with onboarding of new accounts
• Assist with processing of corporate actions
• Resolve issues with the proper care and not look for the easiest way
• Cross Train with other members of the team and learn new responsibilities
• Back-up team members as needed
• Be responsible for special projects as assigned
• Improve processes by looking for or creating a more efficient way to complete tasks
• Complete various internal requests

Educational and Professi

• BA or BS undergraduate degree is required- recent graduates welcome.
• 1-2 years experience in trust/custody operations or with mutual funds.
• Previous experience with pivot tables, macros, and V-lookup in Excel is a plus.
• Proficient in Word and Database applications.
• The ability to work independently and with a team is a must.

• Strong organizational skills, accuracy, and attention to detail.
• Conduct themselves with the highest level of professionalism.
• Provide exceptional customer service internally and externally.
• Excellent written and verbal communication skills.
• Demonstrated time management skills and ability to multi-task.

onal Qualifications

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. EOE