Trust Specialist Job at RPC Company, South Bend, IN

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  • RPC Company
  • South Bend, IN

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

Job Tags

Full time,

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