Job Description
Objectives of this Role:
The Business Support Consultant (BSC) is an exempt role responsible for providing advanced support to the UBT Trust Department. This position provides operational, analytical, and administrative support for the entire Trust team. The consultant works cross-functionally with operations staff, relationship managers, compliance, and technology teams to maintain high service standards, mitigate risk, and support business objectives. The role requires deep knowledge of trust operations, securities processing, and regulatory requirements, as well as the ability to work independently, exercise sound judgment, and support departmental continuity and risk management.
Key Responsibilities:
Account Transitions
Transition owner for incoming and outgoing account transitions acting as the liaison between trust operations, Relationship and Sales Managers and all external third parties from Investment Managers to Third Party Administrators to self-directed account owners.
Provide real-time troubleshooting and problem resolution for complex operational issues.
Provide operational support for trust account activities, including account maintenance, transaction processing, documentation review and exception resolution.
Issue Resolution
Issue resolution owner involving client accounts, transactions, reconciliation and service level complaints or concerns.
Work closely with the Relationship Manager or external party to communicate appropriate response – verbal and/or written.
Develop and maintain training materials, playbooks, desk procedures, and trust documentation.
Management Reporting
Prepare and maintain operational reports, dashboards and metrics for leadership and internal stakeholders.
Maintain procedure and playbook inventory.
Perform and maintain audit duties related to new account onboarding and issue resolution.
Process Improvement & Risk Management
Assist with reviewing and improving operational workflows, controls, and procedures.
Support audit, compliance, and regulatory examinations by providing documentation and operational insight.
Escalate operational risks, control gaps, or compliance concerns appropriately.
Business Process mapping and maintenance.
Collaboration & Communication
Work closely with trust officers, relationship managers, compliance, and technology teams.
Serve as a liaison between operations staff and management on out of office coverage, operational issues and initiatives.
Communicate clearly and professionally with internal stakeholders regarding operational matters.
Qualifications/Education:
Required
Bachelor’s degree or equivalent experience in finance, business, or a related field.
7+ years of experience in trust or brokerage operations.
Strong working knowledge of trust, securities processing, and operational controls.
Demonstrated ability to troubleshoot complex operational issues independently.
Strong organizational skills and attention to detail.
Ability to train, mentor, and support staff without direct supervisory authority.
Preferred
Experience in a regulated financial services environment (trust company, bank, or brokerage).
Familiarity with trust accounting systems and securities processing platforms.
Experience supporting audits or regulatory examinations.
Relevant Competencies:
- Advanced knowledge of trust and securities operations
- Problem solving and analytical thinking
- Strong written and verbal communication
- Ability to prioritize and manage multiple deadlines
- Professional judgment and discretion
- Collaborative, service-oriented mindset
- This position works in the office Monday - Friday 8 hours per day between 7:30 - 5:30