Venus Brown

Trust Operations Lead - VP @Rockefeller Capital Management

Greenville, DE

Trust Operations Lead, Vice President\\\\n\\\\n· Greenville, DE\\\\n\\\\nPosition\\\\n\\\\nThe Trust Operations Lead will provide centralized support to Family Office advisors and teams across multiple office locations along with broad operational support for significant business initiatives and projects.\\\\n\\\\n\\\\nResponsibilities\\\\n\\\\n· Provide broad operational support for client onboarding, establishing custodial accounts, account administration, security transfers and various other areas that support the operational activities of Family Office Advisor teams.\\\\n\\\\n· Complete daily account maintenance items including account coding, statement setup, posting cash/asset transfer activity, researching discrepancies between RCM account and custody account, coordinating custodial requests.\\\\n\\\\n· Support Family Office Advisor teams with centralized financial and performance reporting needs.\\\\n\\\\nOperations team and other teams across the Firm on various special projects, including the evolution of the Family Office operating platform.\\\\n\\\\n· Monitor and improve internal processes, workflows and procedures to improve efficiency, reduce operational risk and ensure compliance with policies and procedures.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n