Trust Operations Officer jobs in Chicago, IL

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)

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Trust Officer
  • Gpac
  • Montgomery, IL FULL_TIME
  • Trust Officer

    A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role where customers can span generations. This role can service private and corporate trust accounts.

    Trust Officer Qualifications:

    • Bachelor’s degree or equivalent

    • JD and/or Masters degree

    • 5-7 years of relevant trust administration experience

    • Strong team-player who enjoys collaboration with internal partners

    • CTFA, CFP, CFA, CES, or equivalent

    • Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

    Trust Officer Responsibilities:

    • Responsible for trust account servicing and retention of existing accounts.

    • Relationship building with advisors, clients, and attorneys

    • Actively participate in Trust Administrative Sub-Committee meetings

    • Perform administrative account reviews and discretionary distribution reviews

    • Supervise and monitor new account establishment and funding

    • Knowledge of state and federal statutes governing trust administration, assisting in researching legal issues, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.

    • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.

    • Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.

    • Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)

    This opportunity includes an excellent compensation and benefits package, as well as a wonderful work environment and low employee turnover rates.

    I partner with institutions all over Illinois, and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Eli Wergin at eli.wergin@gogpac.com.

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

  • 6 Days Ago

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Trust Services Officer
  • U.S. Fiduciary Services, Inc.
  • Lisle, IL FULL_TIME
  • JOB/ROLE DESCRIPTION Title: QRP Trust Services Officer Reports to: SVP DESCRIPTION The Trust Services Officer (TSO) partners with the Client Service Officers (CSOs) by coordinating or completing the t...
  • 25 Days Ago

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Trust Operations Specialist
  • U.S. Fiduciary Services, Inc.
  • Lisle, IL FULL_TIME
  • GREATBANC TRUST COMPANY JOB DESCRIPTION JOB TITLE: Trust Operations Specialist LAST UPDATE: 11/11/23 LOCATION: Lisle, IL REPORTS TO: Operations Manager, VP DEPARTMENT: Operations EXEMPT: Yes GENERAL P...
  • 13 Days Ago

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TRUST ADMINISTRATOR
  • GreatBanc Trust Company
  • Lisle, IL FULL_TIME
  • GreatBanc Trust Company is nationally recognized as a highly skilled independent trustee specializing in employee stock ownership plans (ESOPs), as well as a provider of comprehensive personal trust a...
  • 23 Days Ago

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Trust Associate
  • FNBC Bank and Trust
  • La Grange, IL FULL_TIME
  • Job Description Job Description Who we are! FNBC Bank & Trust is a locally owned bank and wealth management company with a 100-year history of providing financial services, support, and leadership to ...
  • 1 Month Ago

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Senior Trust Officer - Hybrid/Remote (Illinois)
  • First American Bank
  • Dundee, IL FULL_TIME
  • Job Description First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locati...
  • 1 Month Ago

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0 Trust Operations Officer jobs found in Chicago, IL area

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Operations Administrative Supervisor Intern
  • Six Flags Great America
  • Gurnee, IL
  • Essential Duties and Responsibilities: Attend required Human Resources Discovery, Rides Department training, and specifi...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • Albanese Confectionery Group, Inc
  • Merrillville, IN
  • UNDERSTANDING This role supports the administrative requirements of departmental Operation Teams. Tasks performed are im...
  • 3/28/2024 12:00:00 AM

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Operations Clerk
  • McCollister's Global Services
  • West Chicago, IL
  • Job Description Job Description McCollister's Global Services, a leader in the transportation industry, is looking for a...
  • 3/28/2024 12:00:00 AM

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Chief Operating Officer - Pediatric Therapy Organization (01237)
  • CHS Recruiting
  • Mokena, IL
  • Job Description Job Description OPEN POSITION: Chief Operating Officer SCHEDULE: - Full-Time - Monday through Friday - B...
  • 3/27/2024 12:00:00 AM

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Chief Operating Officer
  • WellNow Urgent Care
  • Chicago, IL
  • WellNow Urgent Care is here to help our patients get well. Founded in 2011, we have quickly grown, with over 180 locatio...
  • 3/26/2024 12:00:00 AM

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Hospital Operations Administrator (HOA)
  • The University of Chicago Medicine Ingalls Memorial
  • Harvey, IL
  • Job Description: Join the hospital trusted by Chicagos Southland, Ingalls Memorial Hospital, in this role as a Hospital ...
  • 3/25/2024 12:00:00 AM

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Event Staffing Manager
  • Catering by Michaels
  • Morton Grove, IL
  • Company Overview: For over 30 years, Catering By Michaels has been at the forefront of Chicago's catering and events ind...
  • 3/25/2024 12:00:00 AM

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SHIPPER / RECEIVER II
  • TE Connectivity Ltd.
  • Schaumburg, IL
  • ** SHIPPER / RECEIVER II** At TE, you will unleash your potential working with people from diverse backgrounds and indus...
  • 3/24/2024 12:00:00 AM

Chicago (/ʃɪˈkɑːɡoʊ/ (listen), locally also /-ˈkɔː-/), officially the City of Chicago, is the most populous city in Illinois, as well as the third most populous city in the United States. With an estimated population of 2,716,450 (2017), it is the most populous city in the Midwest. Chicago is the principal city of the Chicago metropolitan area, often referred to as Chicagoland, and the county seat of Cook County, the second most populous county in the United States. The metropolitan area, at nearly 10 million people, is the third-largest in the United States, and the fourth largest in North A...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$78,364 to $113,307
Chicago, Illinois area prices
were up 0.8% from a year ago

Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020