Trust Operations Officer jobs in Texas

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 Operations Officer
  • Guaranty Bank and Trust NA
  • Texarkana, TX FULL_TIME
  • The Trust Operations Officer position will be responsible for all aspects of trust operations, including Guaranty’s relationship with the trust accounting system platform (Accutrust/Cheetah) and all vendors/dealers who will manage accounts with Guaranty Bank & Trust. This position is also responsible for reconciliation of operating accounts, moving funds and client statements.

    Job Duties:

    • Evaluate business processes for efficiency and feasibility
    • Create financial reports for Director of Trust & Wealth Management
    • Serve as liaison with trust accounting system providers and other technology vendors.
    • Develop implementation and execution plans for system enhancements and upgrades.
    • Coordinate and participate in Disaster Recovery Testing.
    • Maintain Continuity plan for Wealth Management Group.
    • Prepare reports responsive to regulatory examination and audit requests.
    • Oversee operating accounts, scanning and reconciliation.
    • Generate ad hoc reports from trust account system.
    • Coordinate system access rights with IT and Accutrust.
    • Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
    • Participate in proactive team efforts to achieve departmental and company goals.
    • Provide leadership to others through example and sharing of knowledge/skill.
    • Receive very general guidance with respect to overall objectives; work is usually quite independent of other operate within specific policy guidelines.
    • Represent the Bank in a courteous and professional manner.
    • Complying with privacy policies and procedures to maintain customer confidentiality and information protection.
    • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
    • Complete and pass all required regulatory compliance training as assigned.
    • Perform any additional duties and tasks assigned by management.

    Qualifications and Skills:

    • Strong client service skills and ability to resolve problems.
    • Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.
    • Must possess exceptional interpersonal relationship and communication skills.
    • Good leadership, training and coaching skills.
    • Must possess the ability to maintain confidential customer and Bank information in a responsible and secure manner.

    Education, Experience & Licenses:

    • High School Diploma
    • Bachelor’s degree - preferred
    • Ten or more years related experience and/or training working in the trust operations environment.

    Experience

    Required
    • 10 year(s): Ten or more years related experience and/or training working in the trust operations environment.

    Education

    Required
    • High School or better

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 16 Days Ago

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Trust Operations Officer
  • Guaranty Bank and Trust NA
  • Houston, TX FULL_TIME
  • The Trust Operations Officer position will be responsible for all aspects of trust operations, including Guaranty’s relationship with the trust accounting system platform (Accutrust/Cheetah) and all v...
  • 1 Month Ago

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Trust Officer
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department. The GB&T culture is one that creates a positive environ...
  • 16 Days Ago

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Trust Officer
  • Jefferson Bank
  • San Antonio, TX FULL_TIME
  • JOB FUNCTION: The Trust Officer’s primary responsibility will be to perform service and fulfillment activities and meet fiduciary responsibilities and client needs and expectations for Jefferson Bank ...
  • 15 Days Ago

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Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily...
  • 23 Days Ago

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Trust Officer II
  • OneTen
  • Dallas, TX FULL_TIME
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...
  • 2 Days Ago

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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...
  • 3/29/2024 12:00:00 AM

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Operations Administrator
  • Equinox
  • New York, NY
  • Company Description OUR STORY Equinox Group is a high growth collective of the world's most influential, experiential, a...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • Marvin
  • Saint Paul, MN
  • The Operations Administrator is responsible for supporting the operations team with non-customer facing administrative t...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • TRIGO Global Quality Solutions
  • Taylor, MI
  • TRIGO is seeking to fill a Operations Administrator position Taylor, MI. Overall Purpose of an Operations Administrator ...
  • 3/27/2024 12:00:00 AM

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Operations Administrator
  • Advanced Robotics Group, LLC
  • Houston, TX
  • Job Description Job Description As Operations Administrator you will directly impact the growth and success of the compa...
  • 3/27/2024 12:00:00 AM

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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...
  • 3/25/2024 12:00:00 AM

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Operations Administrative Specialist
  • Cherokee Nation Businesses
  • New Orleans, LA
  • Job Description Operations Administrative Specialist This position requires an active Secret clearance or the ability to...
  • 3/25/2024 12:00:00 AM

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Operations Administrator
  • Macrena Corporation DBA Everline Coatings and Services Orlando South
  • Orlando, FL
  • Job Description Job Description Current reporting location in Casselberry, planning to move to South Orlando/Kissimmee a...
  • 3/25/2024 12:00:00 AM

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$73,023 to $105,584

Trust Operations Officer in Davenport, IA
The Senior Trust Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
February 18, 2020
Trust Operations Officer in Rapid City, SD
Smith brings extensive industry experience in Retail Operations, Lending, Business Development, Marketing and Training.
December 13, 2019
Trust Operations Officer in Stockton, CA
His track record includes streamlining operations, maximizing productivity and reducing costs for manufacturing companies in the U.S.
December 15, 2019