Role : Trust Operations Specialist / Admin
Location : Oaks, PA (Need candidate who can work from office at least once a week)
Type : Contract
Job Description: Trust Operations Specialist / Admin
About the Role
Coforge is seeking a Trust Operations Specialist / Engagement Lead to support our Trust‑as‑a‑Service offering for banks, trust companies, and wealth‑management clients. In this role, you will help organizations transform their trust‑administration functions by taking on high‑volume operational tasks, supporting process transitions, and strengthening fiduciary control environments.
You will work directly with Trust Officers, fiduciary teams, operations leaders, and internal experts to deliver high‑quality, scalable managed‑services operations.
Key Responsibilities
Operational Delivery
- Execute day‑to‑day trust‑administration tasks including documentation management, account maintenance, cash processing, reconciliation, and asset administration.
- Support distribution‑processing workflows (request intake, trust‑term validation, documentation review, discretionary routing, and payment coordination).
- Support custody‑oversight tasks including titling checks, asset onboarding, break/exceptions management, and corporate‑actions review.
- Assist tax‑season workflows such as gathering tax documents, coordinating preparers, tracking deadlines, and communicating beneficiary tax materials.
- Manage client/beneficiary interactions, service requests, call notes, complaints, and document routing.
Transition & Knowledge Transfer
- Participate in scoping and due‑diligence processes for new outsourcing engagements.
- Conduct process walkthroughs with client Trust Officers and capture SOPs required for transition.
- Support SEI’s transition framework including knowledge transfer, training, certifications, shadowing, and ramp‑up activities.
Quality, Controls & Risk Management
- Maintain operational governance artifacts including Risk Registers, SOPs, and control documentation.
- Support risk‑based reviews, sample testing, and oversight of high‑risk transaction types.
- Participate in FMEA exercises, monthly health checks, and quarterly knowledge assessments.
- Monitor and report on SLA/KPI performance, issues, and risk events.
Continuous Improvement & Automation
- Identify operational inefficiencies and support process redesign, value‑stream mapping, and elimination of non‑value‑added steps.
- Partner with automation and technology teams to implement BOT‑enabled automation, workflow improvements, and macro‑based utilities.
- Contribute to measurable reductions in manual effort and improvements in accuracy, turnaround time, and risk reduction.
Client Engagement & Reporting
- Provide regular reporting on operational performance, SLA dashboards, incidents, and trend analysis.
- Contribute to client meetings, deep‑dive sessions, and scope definition discussions.
- Support development and refinement of Statements of Work (SOWs).
- Serve as a knowledgeable and professional point of contact for client operations leaders.
Qualifications
Required
- 5+ years of experience in trust operations, wealth management operations, fiduciary administration, or related banking operations.
Tekshapers is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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