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Trust Operations Specialist

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Job Details
Job Order Number
Company Name
MidFirst Bank
Physical Address
777 Northwest Grand Boulevard
Oklahoma City, OK 73118
Job Description

This position will be responsible for providing operational support to the Trust Department. Duties will include, but are not limited to, the following:

  • Daily reconciliation of Separately Managed Accounts (SMA) holdings
  • SMA options processing
  • Daily Lockbox processing
  • Process daily check disbursements
  • Process Reversals/Stops/Voids
  • Mail processing
  • Money movement to MFB DDA accounts
  • Perform monthly reconciliations – SMA, Lockbox and various house accounts
  • Corporate Actions processing
  • Bachelor degree in Accounting, Finance or business related field. Commensurate experience will be considered in lieu of specific degree requirement.
  • Minimum of three years of experience in a related field
  • Previous experience in trust operations is preferred, but not required
  • Strong PC skills including Excel, Word, and Microsoft Office
  • Knowledge of investments and related terminology is strongly preferred
  • Exceptional organizational and communication skills, both verbal and written
  • Strong attention to detail and accuracy
  • Ability to prioritize critical activities and assignments
  • Must be able to work independently with minimal supervision

MidFirst and its affiliates are Equal Opportunity Employers- M/F/Disability/Vets
A Drug Free Workplace

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