Trust Administration SpecialistOperational DeliveryExecute day-to-day trust-administration tasks including documentation management, account maintenance, cash processing, reconciliation, and asset administration.Support distribution-processing workflows (request intake, trust-term validation, documentation review, discretionary routing, and payment coordination).Support custody-oversight tasks including titling checks, asset onboarding, break/exceptions management, and corporate-actions review.Assist tax-season workflows such as gathering tax documents, coordinating preparers, tracking deadlines, and communicating beneficiary tax materials.Manage client/beneficiary interactions, service requests, call notes, complaints, and document routing.Transition & Knowledge TransferParticipate in scoping and due-diligence processes for new outsourcing engagements.Conduct process walkthroughs with client Trust Officers and capture SOPs required for transition.Support SEI’s transition framework including knowledge transfer, training, certifications, shadowing, and ramp-up activities.Quality, Controls & Risk ManagementMaintain operational governance artifacts including Risk Registers, SOPs, and control documentation.Support risk-based reviews, sample testing, and oversight of high-risk transaction types.Participate in FMEA exercises, monthly health checks, and quarterly knowledge assessments.Monitor and report on SLA/KPI performance, issues, and risk events.Continuous Improvement & AutomationIdentify operational inefficiencies and support process redesign, value-stream mapping, and elimination of non-value-added steps.Partner with automation and technology teams to implement BOT-enabled automation, workflow improvements, and macro-based utilities.Contribute to measurable reductions in manual effort and improvements in accuracy, turnaround time, and risk reduction.Client Engagement & ReportingProvide regular reporting on operational performance, SLA dashboards, incidents, and trend analysis.Contribute to client meetings, deep-dive sessions, and scope definition discussions.Support development and refinement of Statements of Work (SOWs).Serve as a knowledgeable and professional point of contact for client operations leaders.QualificationsRequired5+ years of experience in trust operations, wealth management operations, fiduciary administration, or related banking operations.