Top Trust Operations Executive jobs in the United States

Top Trust Operations Executive directs the overall policies, practices, and procedures of the trust operations function. Designs and implements operational systems. Being a Top Trust Operations Executive establishes monitoring systems and controls to ensure efficient and accurate operations and to reduce risk. Requires a bachelor's degree. Additionally, Top Trust Operations Executive typically reports to top management. The Top Trust Operations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Trust Operations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Trust Operations Specialist
  • Greenleaf Trust
  • Kalamazoo, MI FULL_TIME
  • What You Will Be Doing

    • Account opening - Establishing new accounts by creating agreements and related documentation and entering account information in trust administration system.
    • Account maintenance - Accurately maintain accounts, including address, allocation, or beneficiary changes in accordance with company, state, and federal regulatory requirements.
    • Complete asset review and receipt process to verify assets that can be held and transferred in kind and to track account transfer timelines.
    • Import, review, process and post external account free receipts and free deliveries ensuring timely response in fulfillment of client requests.
    • Review, process and post internal account transfers ensuring timely response in fulfillment of client requests.
    • Import and process cash transactions via checks, wires, and ACH ensuring timely response in fulfillment of client requests.
    • Shared responsibility of all cash movement for clients including ACH, Wire and Check transactions.
    • Meeting intra-day deadlines for specific postings.
    • Responding timely to Client Team requests for transaction updates, questions, concerns etc.
    • Maintain digital account files by ensuring all related paperwork, including auditing items, is filed timely following the established filing guidelines.
    • Participation in designated work groups/strike force teams and projects as assigned.
    • All other duties as assigned.

    What Do You Need

    Bachelor's Degree and a minimum of 1 year of Operations experience in a financial services environment with some Trust Operations experience preferred, or equivalent education and experience.

    • Skilled in Microsoft Office Suite including Word, Outlook, Excel
    • Familiarity with trust accounting software desired
    • Strong written and verbal communication skills
    • Utilizes proven methods of organization and time management
    • Strives for 100% accuracy with utmost attention to detail
    • Thrives in fast-paced environment
    • Highly effective in team environment
  • 6 Days Ago

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Trust Operations Specialist
  • Quad City Bank & Trust
  • Moline, IL FULL_TIME
  • Quad City Bank & Trust is looking for a Trust Operations Specialist to join our Trust team! The individual in this role will be responsible for performing operational functions and processes within th...
  • 2 Days Ago

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Trust Operations Specialist
  • GreatBanc Trust Company
  • Lisle, IL FULL_TIME
  • GreatBanc Trust Company, the leader in ESOP trust services, is headquartered Lisle, Illinois. We offer career opportunities for professionals that exemplify our high standards in service. Each team me...
  • 15 Days Ago

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Trust Operations Accountant
  • Dorsey & Whitney Trust
  • Sioux Falls, SD FULL_TIME
  • Become a part of one of South Dakota’s most vibrant and growing industries by using your education or background in accounting or finance. This position on our operations team serves as an entry point...
  • 16 Days Ago

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Trust Operations Officer
  • South Dakota Trust Company LLC
  • Sioux Falls, SD FULL_TIME
  • Due to growth and a commitment to customer service, South Dakota Trust Company is seeking a full-time Trust Operations Officer for its Sioux Falls location.As Trust Operations Officer you will provide...
  • 10 Days Ago

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Trust Administrator
  • Sierra Executive Solutions Inc
  • Las Vegas, NV FULL_TIME
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las Vegas, Nevada. DescriptionThe Confidential Trust Company is an innovative, fast g...
  • 5 Days Ago

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Physical Therapy Assistant
  • Synchrony Health Services
  • Gahanna, OH
  • Overview: Careers close to home and your heart Since our founding in 1997, we've been making long-term care better for o...
  • 7/26/2024 12:00:00 AM

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Travel Occupational Therapist
  • Synchrony Health Services
  • Columbus, OH
  • Overview: Careers close to home and your heart Since our founding in 1997, we've been making long-term care better for o...
  • 7/24/2024 12:00:00 AM

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Travel Speech Lang. Pathologist
  • Synchrony Health Services
  • Columbus, OH
  • Overview: Careers close to home and your heart Since our founding in 1997, we've been making long-term care better for o...
  • 7/24/2024 12:00:00 AM

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Travel Physical Therapist
  • Synchrony Health Services
  • Columbus, OH
  • Overview: Careers close to home and your heart Since our founding in 1997, we've been making long-term care better for o...
  • 7/24/2024 12:00:00 AM

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Regional Sales Manager for growing Real Estate Title Company
  • Title One Agency, Inc.
  • Dublin, OH
  • Job Description Job Description JOB TITLE: Regional Sales Manager DEPARTMENT: Title One Agency REPORTING TO: Chief Opera...
  • 7/24/2024 12:00:00 AM

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Office/Operations Manager (Bookkeeping) - Management Consulting Firm/Remote in NC
  • Frankel Staffing Partners
  • Columbus, OH
  • Our client, a highly successful boutique firm that provides business consulting and executive coaching services to clien...
  • 7/22/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Columbus, OH
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 7/22/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Columbus, OH
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 7/22/2024 12:00:00 AM

Income Estimation for Top Trust Operations Executive jobs
$199,088 to $317,098