Trust Operations Analyst

JOB REQUIREMENTS: Trust Operations Analyst US-WI-Milwaukee ID 2026-3538 Category Accounting/Finance Type Regular Full-Time FLSA Status Non-Exempt Scheduled Hours 40 Workplace Hybrid Overview Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It's a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too. Foley & Lardner LLP's Milwaukee office is seeking a Trust Operations Analyst to join our Trust Accounting team. This role supports the accuracy and integrity of client trust accounts and year-end tax information. The ideal candidate will bring strong analytical and organizational skills, a high level of attention to detail, and the ability to work effectively in a collaborative, deadline-driven environment. The Trust Operations Analyst supports a variety of trust accounting functions, which may include processing security transactions, including complex corporate actions, receipts and disbursements, non-financial account data, and cash, security, and tax reconciliations. Success in this role requires sound problem-solving skills, a solid understanding of trust accounting operations, and the ability to research and resolve issues accurately and efficiently. Responsibilities The responsibilities listed below reflect the overall scope of work performed by the Trust Accounting team. Specific duties assigned to this role may vary based on business needs, experience, and team structure. Process trust account security activity, including but not limited to buys, sells, mergers, spin-offs, stock splits, name changes, and tax lot adjustments. Process dividend, interest, and capital gain distributions accurately and timely. Invest and divest money market funds daily, ensuring client accounts maintain appropriate cash balances and are not overdrawn. Perform cash, security, and tax reconciliations to ensure the accuracy and completeness of client account records. Process miscellaneous receipts and disbursements in accordance with established procedures and controls. Maintain non-financial data within the trust accounting system, including new account setup, security setup, interested party setup, and ongoing account maintenance. Set up and maintain beneficiary information in the tax reporting system. Prepare and distribute accurate client accounting statements and other reports in a timely manner, while maintaining records of distribution recipients and distribution dates. Research discrepancies, investigate account... For full info follow application link. Affirmative Action/Equal Opportunity Employer/M/F/Vet/Disabled. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/D98EC1C1FCB84BEB Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.