Trust Operations Officer jobs in Santa Cruz, CA

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

C
Director of Financial Operations
  • Community Health Trust of Pajaro Valley
  • Watsonville, CA FULL_TIME
  • *PLEASE FILL OUT JOB APPLICATION HERE: https://pvhealthtrust.org/employment-application/ **

    Job Title: Director of Financial Operations.
    FLSA Classification:     Exempt.
    Department:     Administration.
    Compensation:     $105,000 - $ 125,000.
    Reports to:     Executive Director.

    Summary:
    The Director of Financial Operations is a member of CHT's leadership team responsible for business and operational planning. Working closely with the Executive Director, the Director of Financial Operations formulates and implements policies, practices, and plans to meet the organization’s short- and long-term business objectives. Provides leadership, direction, and day-to-day management of key functions including finance, accounting, auditing, budgeting, internal controls, and general financial operations. Provides input on a broad range of strategic, operational, and financial issues. Ensures the financial well-being of the organization, monitoring and managing to a sustainable business plan, managing organizational risk, and supporting the Board, Executive Committee, Finance Committee, Audit Committees and Executive Director to ensure legal compliance and appropriate reporting to oversight entities on the organization’s operations.

    Essential Duties and Responsibilities:
    • Ensure that the investment portfolio is administered consistent with the Board- approved investment/endowment policy; monitor investment/endowment policies and conduct periodic reviews of investment and endowment fund managers.
    • Work closely with business partners to help make investment prioritizations trade-off decisions. Ensuring to align financial policies and procedures with company objectives.
    • Develop and execute strategies that ensure continuous improvement of finance processes and systems.
    • Provide strong financial oversight practices, internal knowledge management practices, and control systems, including for banking, investments, expense reimbursement, administration, program funding, risk management and annual financial audits, tax returns and various corporate filings.
    • Implement/Develop department-level budgeting and financial reporting to support a program team implementing direct services and disbursing grants to qualified 501(3) organizations.
    • Utilize a strong accounting background and knowledge of Generally Approved Accounting Principles (GAAP) to develop policies and procedures to receive, track and report on the use of a variety of donors’ funds, including government and foundation grants and major donor contributions, and both restricted and unrestricted funds. With the development of individual grant budgets using cost allocation for multi-year grants.
    • Develop systems of accounting and financial reporting to the Finance Committee, Executive Committee, Audit Committee, Board of Directors, and Executive Director. Conduct Form 5500 pension plan review.  Coordinate annual audit and tax return and all applicable corporate filings.
    • Work with insurance providers (Workers Compensation, Fire, Liability, Auto, D&O, etc.), monitoring coverage and risk to ensure adequate and current coverage.
    • Participate in the selection and administration of employee benefit- (health, life, vision, dental, and retirement) programs.
    • Participate in bid out, vet, and select of consultant services, negotiate vendor service agreements, and monitor day to day contractor and vendor performance to assure full compliance with standards established within the service agreement.
    • Prepare monthly, quarterly, and annual financial reports as requested by the board, executive- finance- audit committees, management, foundations, donors, and government agencies.
    • Work with development and program to ensure grant compliance and correct balances to the monthly program budget to actual reports. And that expenditures are consistently aligned with grant objectives, milestones, and program budget.
    • Attend and participate in assigned team and staff meetings and activities, including Board of Directors, Executive-Finance- Audit Committees meetings and special events.
    • Goal oriented highly motivated and able to work in a cross- functional environment at detailed level while taking account of independencies at higher levels.
    • Ability to support and drive business prioritization for short, medium, and long-term planning horizons, then translate into work plan. Monitor & measure project/program progress and adjust as needed.
    • Develop and maintain standards of excellence for staff productivity and team culture that help motivate and retain staff, with an emphasis on exemplary customer service, teamwork, and adherence to the organization’s mission and vision.
    • Represent the organization to peer nonprofits, funders, public agencies, and the community.
    • Complete other tasks and duties as assigned in support of the Community Health Trust’s mission.

    Supervisory Responsibilities:
    • The Director of Financial Operations leads and supervises a staff team of up to 3 employees, reports directly to the Executive Director, and works closely with Board and Committee Members. 

    Knowledge, Skills and Experience:
    • Bachelor’s or Graduate degree with a Business Administration, Accounting or Finance concentration, MBA Preferred.
    • 5-10 years senior leadership position in accounting or finance, including 2-3 years in investments and IT management.
    • Significant experience in or knowledge of nonprofit accounting, including fund and grant accounting, compliance, and reporting.
    • Strong leadership skills and the ability to work well independently or within a team environment.
    • Excellent analytical writing/communication skills.
    • Excellent interpersonal and relationship building skills.
    • Demonstrated time management skills and problem-solving skills, as well as ability to manage multiple deadline-driven projects simultaneously.
    • Strong attention to detail.
    • Computer experience in Microsoft Office, donor database systems, Electronic Medical Records; and familiarity with SAGE non-profit accounting preferred.
    • Naturally friendly, punctual, professional self- starter who enjoys being part of a team that thrives on helping others to achieve good health and quality of life.

    Physical Demands and Use of Machines, Tools and Equipment:
    • Seldom (1-5%): reach above shoulders.
    • Occasionally (6-33%): bend, twist, push, pull, climb, squat, crawl, kneel; use copier and filing cabinet drawers & locks.
    • Frequently (34-66%): sit, reach with hands and arms; climb or balance; stand and walk; grasp with hands and fingers; use telephone.
    • Continuously (67-100%): use hands to finger, handle or feel objects, tools, or controls; see (including close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus), hear and speak; key (i.e., computer, calculator, telephone); and lift (up to 5 lbs); use writing instruments, computer.

    Work Environment:
    • Approximately 80% of the time performing job duties is spent indoors, within a standard office or clinic environment.
    • Approximately 30%-50% of the time is spent on the computer.
    • Approximately 50%-70% of the time is spent interacting with colleagues and members of the community.
    • Noise level in the work environment is usually moderate.
    • The temperature of the work environment is moderate, and ranges from 65 - 80 degrees.

    Travel Requirements:
    • This job requires occasional local travel (10 -30%).
  • 20 Days Ago
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U
Operations Officer
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING For full consideration for an interview you will be asked to write a narrative response to the following question in the space provided in step 5 of the application: "What professional exp...
  • 27 Days Ago
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C
Wellness Nurse Practitioner
  • Community Health Trust of Pajaro Valley
  • Watsonville, CA FULL_TIME
  • PLEASE SUBMIT JOB APPLICATION VIA OUR WEBSITE - https://pvhealthtrust.org/employment-application/Job Title: | Wellness Nurse Practitioner FLSA Classification: Exempt Department: | Diabetes Health Cent...
  • 17 Days Ago
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C
Promotor/a - Community Health Worker
  • Community Health Trust of Pajaro Valley
  • Watsonville, CA FULL_TIME
  • PLEASE FILL OUT THE JOB APPLICATION ON THE PVHEALTH.ORG WEBSITE https://pvhealthtrust.org/employment-application/Job Title: | Promotor/a - Community Health WorkerFLSA Classification: Non- Exempt Depar...
  • 1 Month Ago
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T
Store Manager CA - 007110
  • TX06 Bridgestone Retail Operations, LLC.
  • Watsonville, CA FULL_TIME
  • Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
  • 1 Month Ago
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T
Service Manager
  • TX06 Bridgestone Retail Operations, LLC.
  • Watsonville, CA FULL_TIME
  • Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
  • 1 Month Ago
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0 Trust Operations Officer jobs found in Santa Cruz, CA area

U
Cyberspace Operations Officer
  • United States Air Force
  • Santa Cruz, CA
  • CONQUERING CYBERSPACE With the constant evolution of todays technology, information and communications can be optimized ...
  • 4/26/2024 12:00:00 AM
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Cyberspace Operations Officer
  • Hiring Now!
  • San Jose, CA
  • CONQUERING CYBERSPACE With the constant evolution of todays technology, information and communications can be optimized ...
  • 4/26/2024 12:00:00 AM
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Cyberspace Operations Officer
  • Hiring Now!
  • Santa Clara, CA
  • CONQUERING CYBERSPACE With the constant evolution of todays technology, information and communications can be optimized ...
  • 4/26/2024 12:00:00 AM
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Cyberspace Operations Officer
  • Hiring Now!
  • Hollister, CA
  • CONQUERING CYBERSPACE With the constant evolution of todays technology, information and communications can be optimized ...
  • 4/26/2024 12:00:00 AM
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U
Cyberspace Operations Officer
  • United States Air Force
  • Morgan Hill, CA
  • CONQUERING CYBERSPACE With the constant evolution of todays technology, information and communications can be optimized ...
  • 4/26/2024 12:00:00 AM
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Cyberspace Operations Officer
  • United States Air Force
  • Daly City, CA
  • CONQUERING CYBERSPACE With the constant evolution of todays technology, information and communications can be optimized ...
  • 4/26/2024 12:00:00 AM
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Vice President Operations (Executive Director)
  • Mental Health Systems Inc.
  • San Jose, CA
  • Job Description Job Description At TURN our mission is Improving Lives. Our organization embraces the tenets of client-c...
  • 4/24/2024 12:00:00 AM
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A
Cofounder and Chief Investment / Operating Officer
  • AiLifePay
  • Palo Alto, CA
  • Equity: 10% (Vesting over 4 years) Co-Founder Position! Strong interest to Build Sustainable Fintech At AiLifePay Inc., ...
  • 4/24/2024 12:00:00 AM
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About Santa Cruz, California

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$83,156 to $120,234
Santa Cruz, California area prices
were up 2.5% from a year ago
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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