Location: Boston, MA | Hybrid – 2 remote days/week
Pay Range: $60K-$70K | Non-exempt
Schedule: Full-time | Monday-Friday | 35 hour workweek
About the Opportunity
Our client, a respected organization in the wealth management industry, is seeking a detail-oriented Operations Specialist to support its Trust Operations Department. This role offers the opportunity to work with a collaborative team in a hybrid environment, contribute to high-value client accounts, and gain exposure to a variety of financial processes within a well-established organization.
Required Qualifications
- Bachelor’s degree; ideally in Accounting, Finance, or Business Administration
- 1–2 years of experience in trust operations, financial services, or wealth management. Internship experience will be considered
- Proficiency in Microsoft Excel and familiarity with custodial accounting systems
- Strong attention to detail, organizational skills, and ability to manage multiple priorities under deadlines
- Excellent written and verbal communication skills and a commitment to professional collaboration
- Ability to learn new systems quickly and adapt in a fast-paced environment
Key Responsibilities
- Maintain and update client account data in custodial and accounting systems, including statement setup, portal access, and contact information
- Process cash transactions, including checks, wires, ACH payments, and transfers, ensuring accuracy and compliance with internal controls
- Reconcile daily payments and cash balances, promptly addressing discrepancies and ensuring all accounts are up to date
- Coordinate asset transfers, validate documentation, and liaise with custodians to resolve transfer issues
- Monitor account activity and assist advisors to prevent late payments or missed receipts
Ready to Take the Next Step?
If you’re analytical, organized, and ready to grow your career in trust operations, apply today for a chance to join a team that values accuracy, collaboration, and long-term success.
Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
