Trust Operations Officer jobs in Stamford, CT
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
Equity Portfolio Management, Officer - State Street Global Advisors
- 1686 SSGA Trust Company
-
Stamford, CT
FULL_TIME
- Role Summary/Purpose: The Implementation Portfolio Management team manages approximately 30 client portfolios that substantially replicate portfolios run by SSGA Stamford’s Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process. Essential Responsibilities: Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows Daily client cash flows, futures/ETF hedging & program trading Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes Lead analysis, business requirements and testing of data visualization dashboards and other investment process tool enhancements Act as a subject matter expert in support of key business initiatives and cross functional projects Drive operational efficiencies across fundamental equity team & supporting functions by identifying process improvement opportunities This role will also have a project focus in addition to client portfolio management, as our team works through data and technology platform transformations impacting many of our investment tools and processes Qualifications/Requirements: Basic Requirements: Bachelor's Degree preferably in a finance, operations and/or technology-related discipline Minimum of 2 years of experience in an investment management, operations, or equivalent organization Financial data knowledge/expertise with particular emphasis on Excel / Data Visualization tools Strong critical thinking, quantitative and analytical skills with ability to creatively problem solve Results driven Essential Requirements: Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas now or in the future for this job opening. MUST be willing to comply with pre-employment screening including but not limited to drug testing reference verification and background check. Must be willing to submit to a background investigation as part of the selection process. Must be willing to work out of an office located in Stamford CT or Boston MA Desired Characteristics: Strong understanding of equity products and markets Working knowledge of portfolio performance analytics and accounting Prior finance- or operations-related functional experience Ability to understand complex concepts and relationships Highly organized with strong attention to detail Experience using Bloomberg, TIBCO Spotfire, Tableau or other reporting tools Strong Excel/data analytics experience Strong client/service orientation Strong communication skills verbal written and presentation; ability to effectively communicate strategic with internal stakeholders Demonstrated ability to influence outcomes and present to all levels of the organization Strong team player - excellent interpersonal skills able to develop strong working relationships with team members Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment High energy level entrepreneurial mindset positive flexible attitude Demonstrated personal and professional integrity Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $65,000 - $102,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement.
- 1 Month Ago
2025 Starwood Real Estate Income Trust (SREIT) Operations Summer Analyst
- Starwood Capital Group
-
Greenwich, CT
INTERN
- Starwood Capital Overview:Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $70 billion of capital a...
- 22 Days Ago
FLEX SECURITY OFFICER PER DIEM
(Operations)
- United Security, Inc.
-
Stamford, CT
PER_DIEM
- Overview We service our clients best when we serve our employees first.United Security Inc. is one of the fastest growing security services companies in the USA. For over 30 years we work with clients...
- Just Posted
IT Systems Administrator
- Chilton Trust
-
Stamford, CT
FULL_TIME
- Firm DescriptionChilton Investment Company Inc and affiliates is an investment management firm headquartered in Stamford, Connecticut with offices in New York, Charlotte, Palm Beach, Naples, Delaware ...
- 7 Days Ago
IT Systems Administrator
- Chilton Trust
-
Stamford, CT
FULL_TIME
- Firm DescriptionChilton Investment Company Inc and affiliates is an investment management firm headquartered in Stamford, Connecticut with offices in New York, Charlotte, Palm Beach, Naples, Delaware ...
- 7 Days Ago
Family Office Accountant
- Chilton Trust
-
Stamford, CT
FULL_TIME
- Position DescriptionAssist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc.Preparation of monthly financial repo...
- 8 Days Ago
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0 Trust Operations Officer jobs found in Stamford, CT area
Sales and Service Operations Administrator
- ZEISS
-
White Plains, NY
- About Us: How many companies can say they've been in business for over 177 years?! Here at ZEISS, we certainly can! As t...
- 4/25/2024 12:00:00 AM
Assistant Education Director and Operations Administrator
- Congregation Shomrei Emunah
-
Montclair, NJ
- Job Description Job Description This position is an integral part of the life of the Synagogue, supporting the Office of...
- 4/25/2024 12:00:00 AM
Chief Operating Officer
- Confidential
-
New York, NY
- CTG has been confidentially retained by a middle market Private Equity Firm to fill a COO position for one of their fast...
- 4/25/2024 12:00:00 AM
Chief Operating Officer
- Burn Support Bangladesh
-
Greenwich, CT
- Company Description Burn Support Bangladesh is a non-profit organization that aims to provide medical support to childre...
- 4/25/2024 12:00:00 AM
Operations Administrator
- Construction Realty Safety Group (CR Safety)
-
New York, NY
- Position Overview: The Operations Manager is responsible for overseeing and optimizing various operational activities wi...
- 4/24/2024 12:00:00 AM
Operations Administrator
- CRSG Construction & Realty Services Group
-
New York, NY
- Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
- 4/23/2024 12:00:00 AM
Operations Administrative Nurse Manager
- TAL Healthcare
-
New York, NY
- Job Description Job Description Clinial Operations, Administrative Nurse Manager: The Administrative Nurse Manager actua...
- 4/22/2024 12:00:00 AM
Operations Administrator
- Crestwood Technology Group
-
Yonkers, NY
- Job Description Job Description BASIC FUNCTIONS The Operations Administrator contributes to the coordination of the Sale...
- 4/22/2024 12:00:00 AM
About Stamford, Connecticut
Stamford (/ˈstæmfərd/) is a city in Fairfield County, Connecticut, United States. According to the 2010 census, the population of the city is 122,643. As of 2017, according to the Census Bureau, the population of Stamford had risen to 131,000, making it the third-largest city in the state (behind Bridgeport and New Haven) and the seventh-largest city in New England. Approximately 30 miles (50 kilometers) from Manhattan, Stamford is in the Bridgeport-Stamford-Norwalk Metro area which is a part of the Greater New York metropolitan area.
Stamford is home to four Fortune 500 Companies, nine Fort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$85,463 to $123,570
Stamford, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% 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