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:

• 5+ 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

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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