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)
Equal Opportunity Employer
Summary Description
Assists Trust Operations Manager and Trust Division staff with all operations functions.
Essential Functions
•Processes day-to-day transactions in current assigned job duties
•Prepares reports, disbursements, inventories, reconcilements, etc. that may be required; responsible for operating procedures pertaining to Trust function
•Assists with customers' problems, prospective customers or representative of other departments
•Assists in special projects
•Assists in carrying out the overall direction of the department
•Assists in the management of accounts by seeing that such functions as valuation of assets, investment review, liquidity realization, tax planning, court reporting, assets distribution, fee determination, tax reporting and payment are executed and prepares and/or types reports
•Performs various administrative duties such as: preparing letters, reports, memorandums, maintaining files of correspondence, and reports
•Provides customer service support through answering the telephone, taking messages, etc.
•Adheres to all regulatory compliance policies and procedures
•Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Position Requirements
•High school degree or GED required
•Six months experience in customer service
•Work is generally performed indoors in environmentally-controlled conditions
•Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work
Critical Skills / Expertise
•Strong attention to detail
•Computer proficiency: Word, Excel, Access, Accounting softwareClear All
0 Trust Operations Officer jobs found in Charleston, WV area