Trust Operations Officer jobs in the United States
Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Officer jobs
Trust Operations Officer
- First Business Bank
-
Madison, WI
FULL_TIME
-
Join us today as a Trust Operations Officer - Hybrid!First Business Bank is a Top Workplaces USA company, learn more here.At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!Location: Madison, WI -- hybrid with the flexibility of 3 days per week remote.OVERVIEW:The Trust Operations Officer is responsible for assisting the Senior Director of Trust Operations & Support in overseeing and completing various processes, including but not limited to new accounts, asset funding, tax processing, maintenance, and other projects. This position will play a crucial role in ensuring that these key functions are completed, address challenges and propose effective solutions, and onboard and train new employees on processes and systems. Leading in the documentation effort of these processes to ensure clarity and consistency will also be critical for success.
- Process Management
- Ensure efficient and accurate account setup for clients. Verify all required forms, agreements, and system coding is completed accurately by conducting periodic reviews. Address errors and communicate resolutions to higher management. Assist in designing efficient workflows for account opening, minimizing delays and errors. Maintain the DocuSign system and company standards.
- Facilitate the coordination of transfer of assets from other firms to First Business, as well as outgoing transfers from First Business, by working closely with our vendor to ensure timely and proper transfer of assets. Track transfer activity and communicate status to the client team. Resolve any outstanding issues with our vendor.
- Ensure best execution and timely production of tax forms, including: IRAs, 1099s, and Fiduciary Returns.
- Maintenance Request Management
- Manage and complete SF cases/tickets along with the rest of the processing team. Prioritize tickets based on urgency and complexity and collaborate with the team to ensure all requests are addressed promptly.
- Procedure Documentation
- Regularly review process documentation created for the support staff to ensure it is current and in scope. Share procedures for peer reviews as well as present to the appropriate stakeholders to gather insight and feedback.
- Project Management
- Assist in implementations as directed by the Director.
- Help identify potential risks that could impact operations. Conduct risk assessments, document potential risks and develop mitigation strategies to minimize their impact.
- Identify areas for improvement in current processes. Propose solutions to streamline processes, reduce waste, and enhance productivity. Work with the Director to plan and implement these changes.
QUALIFICATIONS- Bachelor’s degree in accounting, finance, business or relevant area preferred. Experience will be considered in lieu of education.
- Minimum experience of 7 years in Trust/Wealth Management Industry
- Knowledge of tax form production and asset transfer processes.
- Strong organizational skills, meticulous attention to detail, and ability to prioritize tasks.
- Process Management
- 2 Months Ago
Trust Officer
- Laurel Trust Company
-
reno, NV
FULL_TIME
- FIRM OVERVIEW: Laurel Trust Company is a retail trust company in Reno, Nevada, serving as a corporate trustee and providing fiduciary services for ultra-high net-worth clients. Laurel Trust is an affi...
- 1 Day Ago
Trust Officer
- The Trust Company of Tennessee
-
Knoxville, TN
FULL_TIME
- Why We Exist At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, bus...
- 5 Days Ago
Trust Officer
- Cedar Rapids Bank & Trust
-
Rapids, IA
FULL_TIME
- Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
- 2 Months Ago
Trust Officer
- Fidelity Personal Trust Company, FSB
-
, NH
FULL_TIME
- Job Description: The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer. The Trust Officer is an integral member of the Personal Trust Administration team. The t...
- 15 Days Ago
Trust Officer
- Jones National Bank & Trust Co.
-
Seward, NE
FULL_TIME
- Primary Job Purpose: Primarily responsible for the administration of trust accounts. Communicate with clients and provide support and input into investment purchases. Assist with the trust department’...
- 2 Months Ago
Trust Operations Officer jobs at Popular Companies
Administrative/Operations - Administrative Assistant
- Veterans Sourcing Group
-
Newport Beach, CA
- Administrative Assistant Pay Rate: $25.00 Per Hour Location: 3501 Jamboree Rd Ste #100 Newport Beach, CA Duration: Contr...
- 12/5/2024 12:00:00 AM
Operations Administrator
- Abacus Group
-
New York, NY
- Job Description Job Description Our client is a non-profit. They seek a temp Operations Administrator to join their Manh...
- 12/4/2024 12:00:00 AM
Operations Administrator
- AVS TECHNOLOGY
-
Totowa, NJ
- Job Description Job Description Position Overview: The Operations Administrator will play a critical role in supporting ...
- 12/4/2024 12:00:00 AM
Operations Administrative Assistant
- Voyig
-
Fort Worth, TX
- Fort Worth Civil Constructors is seeking an Operations Administrative Assistant for our office in Fort Worth, TX! As an ...
- 12/3/2024 12:00:00 AM
Operations Administrator
- South Shore Roofing
-
Savannah, GA
- Job Description Job Description About Us For almost 10 years, South Shore Roofing has been known to provide the most rep...
- 12/2/2024 12:00:00 AM
Operations Administrator - Nights (PRN)
- Houston Methodist The Woodlands Hospital
-
The Woodlands, TX
- At Houston Methodist, the Operations Administrator (OA) position is responsible for providing operational oversight and ...
- 11/22/2024 12:00:00 AM
Property Operations Administrator
- Marriott International, Inc
-
Lahaina, HI
- Additional InformationProperty Operations Administrative Assistant Job Number24196198 Job CategoryAdministrative Locatio...
- 11/14/2024 12:00:00 AM
Operations Administrator - Nights
- Houston Methodist Cypress Hospital
-
Cypress, TX
- At Houston Methodist, the Operations Administrator (OA) position is responsible for providing operational oversight and ...
- 7/26/2024 12:00:00 AM
Income Estimation for Trust Operations Officer jobs
$75,848 to $109,665