Top 10 Trust fiduciary Jobs in Birmingham, Al

Trust Operations Specialist - Trade Support
Argent Financial Group —Birmingham, AL
- Full-time
- Microsoft Outlook
- Research
- Mid-level
Quick Apply
Trust Operations Sp - Account Transfer Desk
Argent Financial Group —Birmingham, AL
- Full-time
- Microsoft Outlook
- Research
- Mid-level
Quick Apply
Middle Office Specialist
Argent Financial Group —Birmingham, AL
- Full-time
- Research
- Mid-level
- 3 years
Quick Apply
6d
Trust Administrator - Birmingham
Argent Financial Group —Birmingham, AL
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Fiduciary Solutions Specialist
Renasant Bank —Birmingham, AL
- Customer service
- 5 years
- Writing skills
Account Transfer Team Supervisor
Argent Financial Group —Birmingham, AL
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
Planning Strategist
Savant Wealth Management —Birmingham, AL
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Private Wealth Advisor I/II/III
Trustmark Bank —Birmingham, AL
- Full-time
- CPA
- Mid-level
- Office
Estate/ Trust Attorney
Birmingham, Alabama Estate Planning Law Firm —Birmingham, AL
- $100,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- 401(k)
- Paid time off
Quick Apply
2d
Tax Manager - Private Wealth
Deloitte —Birmingham, AL
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
12d

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Trust Operations Sp - Account Transfer Desk
Argent Financial Group —Birmingham, AL
Coordinate with custodians, counterparties, internal operations teams, and front office staff to ensure the smooth and timely transfer of assets, cash, and…
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trust fiduciary jobs near birmingham, al

Trust Operations Specialist - Trade Support

Argent Financial Group -
Birmingham, AL

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Job Details

Full-time

Qualifications

Research
Financial services

Full Job Description

Job Description - Trust Operations Specialist - Trade Support

Company Profile:

Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm responsible for more than $165 billion in client assets. Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management, and other specialized financial services. Headquartered in Ruston, Louisiana, Argent was founded in 1990 and traces its roots to 1930.

Department Profile:

The Trust Operations Specialist – Trade Support is a dynamic, team-based role within Argent’s Operations Department. The Operations Department supports the full range of services provided to Argent’s clients, including account transfers, asset movement, client deposit and disbursement processing, fund accounting, mail processing, and reconciliation of client and DDA accounts. The department maintains daily interaction with internal personnel and external financial institutions.

Job Summary:

The Trade Support Specialist is responsible for the daily reconciliation and settlement of trades with Argent’s global depositories. This role serves as a key liaison among trading desks, custodians, external counterparties, and internal operations teams, ensuring the timely and accurate processing of trades while efficiently resolving discrepancies as they arise. The Trade Support Specialist is also responsible for managing and mitigating risks associated with trade settlement to ensure smooth and secure transactions. The ideal candidate will possess a comprehensive understanding of trade lifecycle management, custody operations, and financial market dynamics, and will contribute to the smooth execution of trades and a culture of operational excellence.

Job Specifics: Trade Support:

Review and process daily trade orders and mutual fund trade files in an accurate and timely manner.
Perform trade affirmation processing for outside money managers.
Provide trade support to internal portfolio managers and external counterparties as needed.
Perform trade order entry with Argent’s global depositories, including foreign trade settlements.
Conduct thorough research and analysis of trade breaks, failed trades, and settlement issues, escalating as appropriate.
Prepare monthly reconciliation and fail reports for management review.
Maintain accurate records, documentation, and audit trails of all trade activity, ensuring compliance with internal procedures and applicable regulations.
Assist with routine internal and external audits by providing documentation and supporting materials for activities within scope.
Crosstrain on additional functions within the Trade Support Team to support operational continuity and flexibility.

Knowledge, Skills, and Abilities:

Strong attention to detail with solid analytical, research, and written and verbal communication skills.
Working knowledge of financial securities markets, investment products, and trade settlement processes preferred.
Proficiency in Microsoft Office Suite, Excel, Word, and Outlook.
Ability to manage competing priorities, meet deadlines, and work both independently and collaboratively within a team environment.
Familiarity with trade lifecycle management, custody operations, or global depository systems is a plus.

Credentials and Experience:

College degree in business related field preferred.
2–3 years of experience in the financial services industry, preferably in trade operations, custody, or a related back-office function.
Basic accounting knowledge, including an understanding of debits and credits.
An equivalent combination of education and experience.

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Refine Your Search

trust fiduciary jobs in birmingham, al

Trust Operations Specialist - Trade Support

Trust Operations Sp - Account Transfer Desk

Middle Office Specialist

Trust Administrator - Birmingham

Fiduciary Solutions Specialist

Account Transfer Team Supervisor

Planning Strategist

Private Wealth Advisor I/II/III

Estate/ Trust Attorney

Tax Manager - Private Wealth

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