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)
SUMMARY STATEMENT
Performs various clerical duties relating to the processing and administration of trust accounts. Includes opening and closing trust accounts, arranging asset transfers, updating trust account records, paying bills, and disbursing proceeds. Performs general clerical functions in support of the Wealth Management department and the Executive Leadership team.
PRINCIPLE DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
KNOWLEDGE, SKILLS & ABILITIES
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