Trust & Funding Ops Associate

Duties and Responsibilities:
• Executes routine payment processing tasks accurately and with minimal rework.
• Utilizes internal payment systems and Microsoft applications to complete assignments.
• Contributes to the preparation of standard reports and reconciliations.
• Applies established procedures to resolve routine issues in payment operations.
• Supports internal team workflows by collaborating with departmental colleagues.
• Maintains organized records and documentation to support compliance and auditing.
• Assists in identifying areas for efficiency within assigned tasks.
• Demonstrates growing knowledge of departmental interconnections and payment processes.

This position typically requires being onsite in an office at least 3 days per week.

Basic Qualifications:
• Familiarity with payroll, tax, or garnishment payment processes.
• Experience working with multiple internal systems to complete workflows.
• Proficiency in Microsoft 365 applications (Outlook, Excel, Teams, SharePoint, PowerPoint).
• Proven past experience to provide effective written and verbal communication with the ability to confidently speak with clients to provide information, answer questions, and deliver a positive customer experience.
• Demonstrated attention to detail and accuracy in transactional work to ensure all documentation is handled with precision and accuracy.

Required Qualifications:
• Associate's or Bachelor's degree in Accounting, Finance, or related field or 1-2 years of payroll, tax, employee payment, garnishment, and/or banking operations experience.
• Strong problem-solving and analytical abilities.
• Ability to work effectively in a collaborative team environment.
• Strong organizational and time-management skills.

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster

UKG participates in E-Verify. View the E-Verify posters here.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com.

The pay range for this position is $38,800.00 to $55,750.00, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/about-us/careers/benefits

Client-provided location(s): Atlanta, GA, Lowell, MA, Weston, FL

Job ID: ukg-TRUST016601

Employment Type: OTHER

Posted: 2026-01-27T18:41:06