Trust Clerk jobs in Cleveland, OH

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

Recently Added Trust Clerk jobs

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Asset Servicing Operations Associate
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.

    JOB SUMMARY:
    The Operations Associate II for the Asset Servicing department provides day-to-day operational support for the initial review of an asset, valuation updates, security master setup, and ongoing maintenance of all asset classes. Supports the goals and objectives of Equity Trust Company (ETC) leadership, collaborates effectively across the organization and ensures a superior client experience.

    ESSENTIAL FUNCTIONS:
    • Gathers, reviews and verifies required documents for completion and accuracy including asset setup, valuations, and corrections
    • Guarantees continued maintenance of existing assets including fair market value updates, matured notes, note modifications and updating client’s assets by utilizing statements provided by the asset provider
    • Works with Asset Sponsors to obtain appropriate tax reporting requirements and pricing updates
    • Monitors unsettled assets to ensure appropriate documentation is on file
    • Confirms tender offers, quarterly redemption notifications and proxy and prospectus are issued to account holders
    • Monitors and updates corporate actions
    • Institutes continuous improvement approaches where appropriate; assesses processes and make recommendations for workflow improvements
    • Works collaboratively in a team environment to achieve team, department, and overall business goals
    OTHER FUNCTIONS:
    • Ability to multitask in a fast-paced, deadline-driven environment
    • Demonstrate success in problem solving and resolving client issues/concerns
    • Provide project support as assigned
    • Perform other duties as assigned
    QUALIFICATIONS:
    Education and Experience:
    • High School Diploma or GED required
    • Associate or Bachelor’s degree in Finance, Business or related field preferred
    • Retirement product knowledge or financial services experience preferred
    PROFESSIONAL CERTIFICATIONS:
    • None required
    TECHNICAL SKILLS:
    • Computer proficiency with intermediate Microsoft Office skills
    BEHAVIORAL COMPETENCIES:
    In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
    • Detail-oriented
    • Listening skills
    • Time management Written and verbal communication
    • Dealing with ambiguity
    • Composure
    PHYSICAL DEMANDS/WORK ENVIRONMENT:
    This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description can be amended at any time.

    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

  • 16 Days Ago
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Bill Pay/Asset Delivery Operations Associate
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a remote hybrid schedule. JOB SUMMARY: The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, ...
  • 16 Days Ago
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Account Services & Transfers Operations Supervisor (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • JOB SUMMARY: The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focuse...
  • 16 Days Ago
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E
Investment Processor (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a hybrid schedule.JOB OVERVIEW:The Investment Processor reviews alternative investment paperwork to assure accurate completion of ...
  • 17 Days Ago
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Investment Processor - Private Equity (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office and eligible for a hybrid remote schedule.JOB OVERVIEWThe Investment Processor – Private Equity reviews alternative investment paperwork to assure ...
  • 17 Days Ago
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E
Investment Processor - Real Estate (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but is eligible for a hybrid remote schedule. JOB OVERVIEW:The Investment Processor – Real Estate reviews alternative investment paperwork to assur...
  • 17 Days Ago
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0 Trust Clerk jobs found in Cleveland, OH area

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Tax Administrative Assistant
  • Clearstead
  • Cleveland, OH
  • We are seeking a Tax Administrative Assistant in the Private Client Group of our wealth management firm. The candidate w...
  • 4/23/2024 12:00:00 AM
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Administration Assistant [On-Site]
  • SkySource Solutions
  • Berea, OH
  • Job Description Job Description We are seeking an Administrative Assistant-HR Onboarding Specialist to join our fortune ...
  • 4/23/2024 12:00:00 AM
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Administrative Assistant II----Remote
  • US Tech Solutions
  • Cleveland, OH
  • Pay range: $20-$22/hr Skills Needed: Data migration from one system to another. IT project. MS excel required. Quality m...
  • 4/22/2024 12:00:00 AM
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Administrative Assistant 1 (Remote)
  • Workoo Technologies
  • Cleveland, OH
  • About the job Administrative Assistant 1 (Remote) OverviewUnder general supervision, performs a variety of general admin...
  • 4/22/2024 12:00:00 AM
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Administrative Assistant
  • Platinum Restoration
  • Cleveland, OH
  • Job Description Job Description Administrative Assistant Role: *Answer Phones *Receive incoming mail and sort *Scan Invo...
  • 4/22/2024 12:00:00 AM
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Administrative Assistant II----Remote
  • Us Tech Solutions
  • Cleveland, OH
  • Pay range: $20-$22/hr Skills Needed: Data migration from one system to another. IT project. MS excel required. Quality m...
  • 4/21/2024 12:00:00 AM
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Administration Assistant
  • Randstad
  • Cleveland, OH
  • Job Description Job Description We are a renowned academic medical center located in Cleveland, Ohio. With a legacy of e...
  • 4/21/2024 12:00:00 AM
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Billing and Administrative Assistant
  • The Technology House
  • Streetsboro, OH
  • Job Description Job Description GENERAL JOB DESCRIPTION At TTH, our administrative team is the team who keeps the office...
  • 4/20/2024 12:00:00 AM
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About Cleveland, Ohio

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$35,415 to $42,277
Cleveland, Ohio area prices
were up 1.6% from a year ago
View detail

What does a Trust Clerk do?

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020