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)
A Queens based law firm seeks a Trusts & Estates attorney. The successful candidate must have a minimum of 3 years of practice experience in the areas of Trust & Estates planning, administration, or litigation. Real estate closings’ experience would be an advantage. Compensation will be commensurate with experience and commitment. Growth opportunities available within the firm.
JOB DISCRIPTION
- Prepare and review estate planning documents such as wills, trusts, health care proxies, power of attorney, etc.
- Maintain strong relationships with clients and provide them with legal advice, guidance, and updates as necessary
- Attend court appearances and represent clients in estate administration and litigation proceedings
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
License/Certification:
Ability to Commute:
Work Location: In person
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