Trust Manager - Operations jobs in Harrington, DE
Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Trust Manager - Operations jobs
National Trust Manager
- Comerica Bank
-
Wilmington, DE
FULL_TIME
-
Manager of Trust AdvisorsIndividuals in this role are responsible for managing a team of 10 - 15, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring compliance with corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative expertise in addressing issues in the region's book of business, provide fiduciary training as needed, and are a resource to their colleagues while managing their own book of HNW and complex Personal Trust Accounts. Individuals in this role have direct and indirect responsibility for new business development and they have direct responsibility for ensuring a client experience that exceeds expectations along with reducing attrition.Position Responsibilities:Administration / Compliance
- Manage larger and more complex personal trust accounts in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs of the principals, income beneficiaries, and remaindermen.
- Review, analyze and interpret documents for direction; evaluate account information for completeness and accuracy, monitor and review account transactions, respond to incoming correspondence and client requests while ensuring decisions are made in a prudent and responsible fashion.
- Provide premier client service at all times to include interactions with Financial Advisors and families while ensuring decisions are aligned with fiduciary requirements.
- Coordinate the implementation and review of investment programs, working with the Alliance Investment Unit and Trust Partners.
- Collaborate with the appropriate internal partners (TRUST ADVOCACY) to resolve and respond to issues brought forth by principals, income beneficiaries, and remaindermen such as requests for special distributions, fee issues, or disputes.
- Perform trust compliance requirements including but not limited to Administrative Account reviews on all accounts in accordance with policy, presenting proper documentation and rationale for discretionary actions, completing all required corporate compliance training and ensuring account administration aligns with all policies.
- Remain current on fiduciary/tax/legal changes that impact administration of accounts.
- Meet all requirements for remediation of exceptions or any other issues with accounts that require attention.
- May manage large family relationships and multigenerational trusts.
- Responsible for ensuring colleagues are compliant with expectations for their account administration i. e. administrative reviews are completed timely each month, overdrafts are cleared within 45 days, outstanding exceptions are addressed ongoing and remediated timely.
- Participate and assist programs to improve efficiencies, improve client service and/or to improve business outcomes for Comerica Trust Alliance. Actively contributes to the team, collaborating and providing feedback on operational improvements.
New Business Development- Assists new business opportunities with the Business Development Officers (Trust Specialists) participating, as needed, in prospect and client meetings to expand existing relationships.
- Attend meetings and provides presentations with internal and external referral sources to encourage business development.
- Provide the opportunity for colleagues to create or expand connections with centers of influence, while creating opportunities for themselves.
Leadership and Management- Provide leadership and mentorship to team members creating opportunities for growth and development within their roles.
- Create an atmosphere of accountability for client service, an expectation of proactive client contact and an expectation that colleagues adhere to client communication guidelines.
- Establish an expectation that colleagues are accountable to attrition results in their book of business.
- Accountable for attrition results in the regional book of business and Alliance Trust as a whole.
- Supervise direct reports in management of day to day activities, enhance their professional development, and improve staff performance. Review reports which assist in measuring the overall performance of the designated work unit.
Dimension and Scope Data* 10-15 staff * $15 M in regional revenue/$2.5 M in new sales annually * 1,500 accounts * Multi-office responsibilitiesWilmingtonPosition Qualifications:- Bachelor's Degree from an accredited university
- At least 5 years staff management experience
- At least 10 years Fiduciary Administration experience
- CFP (Certified Financial Planner) preferred
- CTFA (Certified Trust and Fiduciary Advisor) preferred
8:00am - 5:00pm Monday - Friday
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity. - 24 Days Ago
Business Control Manager - City National Trust & Estates & RBC Delaware Trust
- City National Bank
-
Wilmington, DE
FULL_TIME
- BUSINESS CONTROL MANAGER - CITY NATIONAL TRUST & ESTATES & RBC DELAWARE TRUST WHAT IS THE OPPORTUNITY?This position is responsible for the development and recommendations of risk metrics for City Nati...
- 1 Month Ago
Trust assistant
- WSFS Bank
-
Wilmington, DE
FULL_TIME
- Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Care...
- 2 Days Ago
Associate Director, Internal Communications
- 10000990 - Internal Communications Manager
-
Wilmington, DE
FULL_TIME
- At AstraZeneca, we believe in the power of science to change lives. As an Associate Director, Internal Communications, you'll play a pivotal role in channeling our scientific capabilities to make a po...
- 23 Days Ago
Associate Director, CVRM Access Strategy
- 10000138 - Brand Manager
-
Wilmington, DE
FULL_TIME
- Introduction to Role:Join AstraZeneca's unmatched CVRM (Cardiovascular, Renal & Metabolic) portfolio team and contribute to delivering new treatment options for patients. As an Associate Director, you...
- 23 Days Ago
Operations Manager
- SavATree
-
Dover, DE
FULL_TIME
- Job Summary Our Operations Manager are our leaders in logistics, proficiency and safety. They are the core of ensuring the branch runs at its upmost efficiency by providing a safe and streamlined envi...
- 17 Days Ago
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0 Trust Manager - Operations jobs found in Harrington, DE area
Operations Management Trainee
- Perdue Farms, Inc.
-
Salisbury, MD
- Perdue Foods is part of Perdue Farms, a family-owned company heading into its second century of growth and innovation. W...
- 4/26/2024 12:00:00 AM
GTM Systems Operations Manager
- Confluent
-
Dover, DE
- With Confluent, organizations can harness the full power of continuously flowing data to innovate and win in the modern ...
- 4/26/2024 12:00:00 AM
Business Operations Manager - Northeast (Remote US)
- CBRE
-
Dover, DE
- Business Operations Manager - Northeast (Remote US) Job ID 161191 Posted 15-Apr-2024 Service line GWS Segment Role type ...
- 4/26/2024 12:00:00 AM
Senior Manager, Technical Operations
- Hiring Now!
-
Cambridge, MD
- Employee Type: Full time Location: MD Cambridge Job Type: Production Maintenance Job Posting Title: Senior Manager, Tech...
- 4/24/2024 12:00:00 AM
Area Manager - Service Shop (Transportation)
- Walmart, Inc.
-
Smyrna, DE
- What you'll do... The Area Manager in our Transportation Fleet Maintenance is a crucial role that thinks while leading, ...
- 4/24/2024 12:00:00 AM
Operations Manager
- MoveUp Consulting
-
Millsboro, DE
- Job Description Job Description Job Title: Operations Manager Location: 30505 DuPont Blvd, Millsboro DE 19966 Job Type: ...
- 4/23/2024 12:00:00 AM
SR Manager, Technical Operations
- TreeHouse Foods
-
Cambridge, MD
- About Us: TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating...
- 4/23/2024 12:00:00 AM
Senior Manager, Technical Operations
- TreeHouse Foods, Inc.
-
Cambridge, MD
- Employee Type: Full time Location: MD Cambridge Job Type: Production Maintenance Job Posting Title: Senior Manager, Tech...
- 3/28/2024 12:00:00 AM
About Harrington, Delaware
Harrington is a city in Kent County, Delaware, United States. It is part of the Dover, Delaware Metropolitan Statistical Area. Harrington hosts the annual Delaware State Fair each July. The population was 3,562 at the 2010 census.
Harrington is located at 38°55′25″N 75°34′40″W / 38.92361°N 75.57778°W / 38.92361; -75.57778 (38.9237244, -75.5777033).
According to the United States Census Bureau, the city has a total area of 2.0 square miles (5.2 km2), of which, 2.0 square miles (5.2 km2) of it is land and 0.04 square miles (0.10 km2) of it (1.48%) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$112,517 to $163,647
Harrington, Delaware area prices
were up 1.0% from a year ago
were up 1.0% from a year ago
What does a Trust Manager - Operations do?
Trust Manager - Operations in Port Arthur, TX
Five or more years related experience and/or training working in the trust operations environment.
December 24, 2019
See the Future Outlook and Educational Requirements for "TRUST OPERATIONS ASSISTANT".
December 25, 2019
Trust Manager - Operations in Bloomington, IN
Banks engaged in trust operations are subject to the rules, policies, and procedures applicable to recordkeeping and confirmation requirements.
December 08, 2019
Trust Manager - Operations in Lexington, KY
“Accountability and transparency are crucial to running a public utility that Angelenos can count on and trust,” Los Angeles Mayor Garcetti said.
January 19, 2020