Operations Specialist (KY, Lexington)

June 24, 2022

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

The Operations Specialist provides operations support within the trust operations department.


Security Movement and Control.
Money Movement and Control.
Account Setup and maintenance.
Tax Reporting.
Regulatory reporting.
Client reporting.
Other related duties as assigned.

Minimum Qualifications::

Associate’s degree required; Bachelor’s degree in related field preferred.
At least two years of related work experience.
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Proficient in Microsoft Office Suite or related software.
Excellent organizational skills and attention to detail.
Excellent analytical, critical thinking and problem-solving skills.
Ability to work independently.


Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.