Trust Operations Officer jobs in Kennewick, WA
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 Officer
- Jobot
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Kennewick, WA
FULL_TIME
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Trust Officer for Kennewick wealth firm
This Jobot Job is hosted by: Ali Mercado
Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and sending us your resume.
Salary: $80,000 - $120,000 per year
A bit about us:
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Based in WA with several locations down the west coast, we are seeking a highly skilled and experienced Trust Officer to join our dynamic team. The successful candidate will be responsible for providing exceptional trust planning services to our clients. You will work closely with our team of experts to provide comprehensive financial planning solutions to our clients.
Responsibilities:
- Develop and maintain relationships with clients to understand their financial goals and objectives.
- Provide trust and estate planning services to clients, including drafting trust agreements, wills, and other estate planning documents.
- Serve as a Trust and Financial Advisor to clients, providing guidance on investment strategies and financial planning.
- Work closely with attorneys, accountants, and other professionals to ensure that clients' financial goals are achieved.
- Manage and administer trusts, including investment management, fiduciary accounting, and tax compliance.
- Provide ongoing communication with clients to ensure that their financial plans are on track and to address any concerns or changes in their financial situation.
- Provide support to other members of the team as needed.
Why join us?
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Our benefits include:
- Medical, Dental & Vision Healthcare Plans
- Paid Vacation, Sick & Personal Time Off
- Vacation Purchase Program
- Paid Parental Leave, Adoption Assistance
- Flexible Work Schedules (flexible hybrid)
- 401(k) including Company Match (Traditional & Roth)
- Continuing Education & Education Assistance
Job Details
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Qualifications:
- Bachelor's degree in finance, accounting, or a related field.
- CTFA designation required.
- CPA or CFP designation preferred.
- 3 years of experience in trust and estate planning, financial planning, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and meet deadlines.
If you are a driven and experienced Trust Officer with a passion for providing exceptional financial planning services, we encourage you to apply for this exciting opportunity.
Interested in hearing more? Easy Apply now by clicking the "Apply On Company Site" button. #indtier2 - 1 Month Ago
Trust Advisor
- Baker Boyer National Bank
-
Walla Walla, WA
FULL_TIME
- About Baker Boyer: Baker Boyer is the oldest independently owned community bank in Washington. We are trusted financial advisors, serving the Walla Walla valley, Kennewick and Yakima communities, prov...
- 22 Days Ago
Trust Advisor
- Baker Boyer
-
Walla Walla, WA
FULL_TIME
- About Baker Boyer: Baker Boyer is the oldest independently owned community bank in Washington. We are trusted financial advisors, serving the Walla Walla valley, Kennewick and Yakima communities, prov...
- 23 Days Ago
Part Time Rec Center Assistant
- Broetje Family Trust
-
Pasco, WA
PART_TIME
- Part Time Rec Center Assistant - Job Description Broetje Family Trust is an association of three foundations collectively stewarding a family legacy of "bearing fruit that will last" through servant l...
- 12 Days Ago
Title Officer
- Realogy
-
Kennewick, WA
FULL_TIME
- Summary: Searches public records and examines titles to determine legal condition of property title by performing the following duties.Essential Duties and Responsibilities include the following. Othe...
- 18 Days Ago
Security Officer
- Signal Security
-
Kennewick, WA
FULL_TIME
- Post Location: Winco in Kennewick, WA Schedule: Part Time Sun-Sat Operating Hours: 3rd shift only Pay Rate: 18.00/hourly Requirements: at least 18 yrs of age, able to uptain guard card upon acceptance...
- 18 Days Ago
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0 Trust Operations Officer jobs found in Kennewick, WA area
Environmental Compliance Engineer - DOE AMSE
- Street Legal
-
Richland, WA
- Job Description Job Description Full-time Description The U.S. Department of Energy (DOE) – Hanford Site, Richland Opera...
- 4/24/2024 12:00:00 AM
Receptionist
- WorkSource Oregon
-
Hermiston, OR
- REQUIREMENTS: *Minimum 6 months of Office Work experience * High School Diploma/GED JOB DUTIES: * Greet and check in & o...
- 4/23/2024 12:00:00 AM
Patient Registration Representative
- Trios Health
-
Kennewick, WA
- Registers/Pre-Registers all patients presenting for services per their doctor's order and according to policies and proc...
- 4/23/2024 12:00:00 AM
Environmental Compliance Engineer - DOE AMSE
- STREET LEGAL INDUSTRIES, Inc.
-
Richland, WA
- Job Type Full-time Description The U.S. Department of Energy (DOE) - Hanford Site, Richland Operations Office and Office...
- 4/22/2024 12:00:00 AM
Patient Access - Switchboard Operator
- Trios Health
-
Kennewick, WA
- Operates telephone switchboard to relay incoming, outgoing, and interdepartmental calls. Process overhead pages, beeper ...
- 4/22/2024 12:00:00 AM
Office Administrator
- Realogy
-
Kennewick, WA
- Summary: Responsible for general reception and answering telephones as well as greeting customers and visitors. Provides...
- 4/22/2024 12:00:00 AM
Technical Project Manager Level 1-Construction & Engineering, Richland, WA 2653
- Navarro Inc.
-
Richland, WA
- Navarro Research and Engineering is recruiting for a Technical Project Manager 1, Construction & Engineering. This posit...
- 4/22/2024 12:00:00 AM
Office Assistant Receptionist
- Reach Supported Living
-
Kennewick, WA
- Job Description Job Description Supervisors: State Administrator and Director of Operations Duties: Responsible for adhe...
- 4/21/2024 12:00:00 AM
About Kennewick, Washington
Kennewick (/ˈkɛnəwɪk/) is a city in Benton County in the southeastern part of the State of Washington, along the southwest bank of the Columbia River, just southeast of the confluence of the Columbia and Yakima rivers and across from the confluence of the Columbia and the Snake River. It is the most populous of the three cities collectively referred to as the Tri-Cities (the others being Pasco across the Columbia and Richland across the Yakima). The population was 73,917 at the 2010 census. July 1, 2017 estimates from the Census Bureau put the city's population at 81,607.
The nearest commercia...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$78,912 to $114,098
Kennewick, Washington area prices
were up 2.9% from a year ago
were up 2.9% from a year ago
What does a Trust Operations Officer do?
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