Top Trust Executive jobs in Montana
Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Recently Added Top Trust Executive jobs
- D.A. Davidson Companies
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Great Falls, MT
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:Qualifications:
- 2 years of prior trust administration or related wealth management experience preferred.
- College degree or equivalent experience (preferably within trust administration) preferred.
- Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
- Paralegal certification or past employment in the capacity of a paralegal a plus.
- Basic understanding of fiduciary tax issues surrounding trust accounts.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
Duties:
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
- Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
- Process correspondence, reports, proposals as requested by the Trust Officer.
- Assist in the administration of accounts at the direction of the Trust Officer.
- Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
- Complete basic information on annual reviews and coordinate with the Trust Officer.
- Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
- Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
- Perform other duties and responsibilities as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Pet Insurance
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 1 Month Ago
- The Executive Group
-
Resort, MT
FULL_TIME
- Commercial Loan Officer/Site Manager, Resort, Montana Long-standing prominent community bank in Montana is interested in hiring a good Commercial Loan officer who is comfortable with commercial, CRE a...
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- The Executive Group
-
Northeastern, MT
FULL_TIME
- Junior Ag Loan Officer, Montana A community bank in northeast Montana with a solid ag following has a need to add a Junior Ag Loan Officer to their staff. Someone with experience or someone with an ag...
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- The Executive Group
-
Billings, MT
FULL_TIME
- Commercial Loan Officer - Strong community bank in Montana is seeking a Commercial Loan Officer. Prefer community banking experience of 2-4 years or more. A thorough understanding of credit and a thri...
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- The Executive Group
-
MT, MT
FULL_TIME
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- Top Hat Lounge
-
Missoula, MT
FULL_TIME
- The Top Hat Lounge is offering $16/hr tips (or more DOE) for Dishwashers. The Top Hat is looking for individuals who possesses the ability to function well in a high-volume kitchen. Must be hard worki...
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-
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-
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-
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- Cypress Hcm
-
Boston, MA
- Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
- 4/23/2024 12:00:00 AM
- San Pasqual Fiduciary Trust Company
-
Los Angeles, CA
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 4/22/2024 12:00:00 AM
- Sepio Capital
-
Jackson, WY
- Sepio Trust Company (STC), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced and...
- 4/21/2024 12:00:00 AM
- Cypress HCM
-
Boston, MA
- Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
- 4/20/2024 12:00:00 AM