Legal Staff Other in Manchester, NH

Law Firm

Manchester, NH

Legal Staff Other in Manchester, NH

Legal Staff

1-5 yrs required

No

Salary: $65,000-$80,000 per year

Job Title: Senior Trust Operations Specialist

Experience: 1-3 years of exposure to FIS Charlotte and Salesforce or equivalent trust accounting and CRM platforms, 2-5 years of trust accounting and/or custody operations or portfolio accounting experience

Law Firm: **Members Only**

Department: Trust Services Group


Trust Operations Specialist – Trust Services Group at **Members Only**: A Unique Opportunity for Experienced Professionals

**Members Only**, a prestigious law firm based in New England, is seeking a Senior Trust Operations Specialist to join our Trust Services Group in our Manchester, New Hampshire office. With over 100 lawyers spread across five offices in New Hampshire and Massachusetts, **Members Only** has a strong reputation in the legal industry and is regularly recognized as one of America's leading law firms. Our firm has a rich history of community involvement and supports various charitable and professional associations.

As a Trust Operations Specialist, you will be responsible for overseeing all aspects of trust operations and serving as the primary contact for trust operations outsourcing. This role involves managing cash and position maintenance, reconciliation, and overall review of trust accounts.

Key Responsibilities:

- Review and sign off on account reconciliations on a daily basis
- Monitor and process disbursements for beneficiaries, expenses, and investments
- Assist with account onboarding process and ensure all necessary documentation is provided
- Conduct research on check clearing and handle stop payment requests
- Communicate with technology vendors and maintain data feeds
- Ensure proper maintenance of security master
- Facilitate the establishment of new unique or alternative investments in the trust accounting system
- Oversee monthly closing processes and client reporting
- Coordinate routine tax reporting and ensure compliance with reporting requirements
- Review and maintain synchronization between accounting and CRM systems
- Act as a system administrator for the trust accounting system
- Assist with special projects as needed

Qualifications:

- 1-3 years of exposure to FIS Charlotte and Salesforce or equivalent trust accounting and CRM platforms
- Bachelor's degree or equivalent work experience
- 2-5 years of trust accounting and/or custody operations or portfolio accounting experience
- Advanced proficiency with Microsoft Office, especially Excel
- Excellent written and verbal communication skills
- Ability to handle multiple competing priorities and organize tasks effectively
- Works well independently and as part of a team

If you have the required qualifications and are interested in this opportunity, please send your resume and cover letter to our Director of Human Resources, Pamela Ouellette, at .

Salary Information:
- $65,000-$80,000 per year
- Negotiable based on experience and qualifications

Join our team at **Members Only** as a Senior Trust Operations Specialist and be a part of a dynamic and highly-respected law firm. Apply now and take the next step in your career!