Trust Asset Coordinator jobs in United States
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Synovus · 15 hours ago

Trust Asset Coordinator

Synovus is a financial services company, and they are seeking a Trust Asset Coordinator to provide operational administration of client assets. The role involves managing asset movement, balancing, reconciliation, and performing quality control analysis while ensuring compliance with regulations and providing training to staff and clients.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Provides administrative support for all asset holdings movement, cost basis adjustments and market value changes within client accounts including new account asset booking, asset transfers, unique asset bookings, removals and adjustments, cash movement and charitable gifting. Performs client bill payment as a 3rd party bill payment service. Prepares weekly internal deposit account interest rate schedule for use by clients and internal STC staff. Administers the STC Signature Medallion stamp program
Performs analysis and subsequent processing of class action claims to compute allocation of claim proceeds to client accounts. Coordinates the responses of corporate actions from clients, their relationship managers, their investment managers and external vendors to ensure appropriate market-based transactions are performed in client accounts
Prepares reconciliations and reports of client cash positions used for internal, client and regulatory purposes. Performs daily, weekly, monthly and quarterly reconcilements of cash positions with external vendors and clients. Prepares monthly/quarterly reconcilements of internal house accounts used to facilitate client/internal transactions. Prepares multiple regularly scheduled report of asset account activities and positions utilizing the trust accounting system and various Microsoft applications for internal, client and regulatory purposes
Resolves client account inquiries. Responds to client account inquiries from non-operational STC staff, clients, investment managers, transfer agents and external vendors, researches and resolves complex account issues as needed in a timely manner
Trains internal non-operational STC staff, clients and external vendors on the functionality of the trust accounting system including ancillary systems used in order to provide assistance in performing their various responsibilities
Performs quality control analysis to ensure compliance with internal and external procedures, processes as well as audit/compliance/regulatory requirements for transaction processing. Works directly with internal audit and external examiners to produce positive audit/SOX review results throughout the year
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion
Performs other related duties as required

Qualification

Financial services experienceWealth management operationsExcel proficiencyWord proficiencyAnalytical skillsTrust Operations experienceAttention to detail

Required

Requires a level of knowledge normally gained with a high school diploma or equivalent
5 years experience
Five years financial services experience including four years wealth management operational experience
Proficiency with Excel and Word
Strong analytical skills
Ability to work independently to meet multiple deadlines throughout the day
Attention to detail

Preferred

Trust Operations experience

Company

Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.

H1B Sponsorship

Synovus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (1)
2022 (2)

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M

Leadership Team

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Anne Fortner
Chief Credit Officer
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Blake Thrasher
Market President
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Company data provided by crunchbase