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Trust Specialist
RPC CompanySouth Bend, IN, USjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_description5+ years of Trust Operations experience preferred Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint Familiarity with stock transfer systems and databases preferred Excellent organization, communication, and problem-solving skills Bachelor's degree preferred Ability to manage multiple priorities and meet deadlines Willingness to travel locally as needed
Job Description
Specialist, Trust Operations
On-site | South Bend, IN
Full-Time |
Join a respected Wealth Advisory Services team in a vital role supporting Trust Operations and shareholder services. We're looking for a detail-oriented Trust Operations Specialist to manage 1st Source stock transactions, coordinate shareholder activities, support client access, and lead daily workflows for Trust Coordinators.
What You’ll Do :
- Administer all 1st Source stock purchases, sales, dividend funding, and ESOP activity
- Serve as primary contact for the Stock Transfer Agent (STA)
- Partner with CFO, HR, Accounting, and General Counsel on stock-related operations
- Coordinate annual shareholder meetings and proxy voting
- Direct daily activities of Trust Coordinators and support WAS Trust Controller
- Assist clients with Trust System Online Portal access (including on-site client visits if needed)
- Ensure accurate year-end 1099-DIV reporting
- Handle fee receivables and act as Manager backup when needed
- Recommend process improvements to enhance daily operations
What You’ll Need :
Become part of a team where precision and service make a difference for shareholders, clients, and internal partners alike.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
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Trust Specialist • South Bend, IN, US