Trust Operations Officer jobs in York, PA
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
- Raymond James Financial, Inc.
-
York, PA
FULL_TIME
-
Trust Officer-2400397Description
The location for this position we are hiring for is in:NEW JERSEY, NEW YORK or PENNSYLVANIAJob Summary:
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.
Essential Duties and Responsibilities:
- Administers trusts in accordance with statutes and regulations.
- Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
- Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
- Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.
- Participates as a voting member of the Administrative Committee.
- Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.
- Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
- Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
- May lead the work of others; coaches and mentors less experienced staff.
- Develops and maintains strong relationships across all levels of the organization.
- Reviews progress of assignments with executive leadership/management.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Basic supervisory principals.
- Trust Code of Florida or other applicable states.
- Finance and Accounting.
- Basic concepts, practices and procedures of income tax planning and preparation process.
- Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts
- Fundamental investment concepts, practices and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets, products, financial advisory function and investment process.
Skill in:
Personal trust administration.
- Strong interpersonal and leadership skills to provide a high level of customer service.
- Cultivating and maintaining effective working relationships at all levels of the organization.
- Excellent public presentation skills.
- Outstanding oral and written communication skills.
- Demonstrate uncompromising adherence to ethical principles.
- Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.
Ability to:
Function in a professional office environment.
- Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
- Provide efficient service to internal and external clients.
- Identify training needs and coach/ mentor more junior staff.
- Partner with other functional areas to accomplish objectives.
- Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
- Attend to detail while maintaining a big picture orientation.
- Gather information, identify linkages and trends and apply findings to assignments.
- Interpret and apply policies and identify and recommend changes as appropriate.
- Work independently, make non-routine decisions and resolve complex problems.
- Communicate effectively, both orally and in writing, with all organizational levels.
- Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
Educational/Previous Experience Requirements:
Bachelor’s Degree (B.A) and a minimum of four (4) years of personal trust administration experience
~or~- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
None Required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Trust ServicesPrimary Location US-New JerseyOther Locations US-Pennsylvania, US-New YorkOrganization Raymond James Trust Company CorpSchedule Full-timeShift Day JobTravel Yes, 20 % of the TimeSalary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location) 75000-80000Eligible for Discretionary Bonus Yes#LI-TG1 - 24 Days Ago
Trust Investment Specialist
- ACNB BANK
-
Gettysburg, PA
FULL_TIME
- Come join our team!!!!Founded in 1857 we are a highly successful community bank where collaboration and teamwork are key values and where we like to say “we don't just offer jobs, we offer careers!” O...
- 1 Month Ago
Delivery Driver
- Keystone Automotive Operations, Inc.
-
York, PA
FULL_TIME
- Delivery Driver Salary: $19.50 per hour Shift: Monday-Friday, early morning start times 4-5 Day work week! (Scheduled days depend on assigned routes & business needs.) NO WEEKENDS!! Perks: Hourly incr...
- 13 Days Ago
Security Officer
- Allied Universal
-
York, PA
PART_TIME
- Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workpl...
- 3 Days Ago
Security Officer
- Signal Security
-
York, PA
FULL_TIME
- Position Summary: A Signal Dedicated Officer will conduct static security services for courtyards, offices, pools, and other high value areas to ensure all required access points are properly secured ...
- 9 Days Ago
Philanthropy Officer
- Gettysburg Foundation
-
Gettysburg, PA
FULL_TIME
- POSITION SUMMARY:The Philanthropy Officer identifies, cultivates, and solicits potential funders of all types and ensures meaningful donor relations, with the goal of securing significant funding from...
- 13 Days Ago
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0 Trust Operations Officer jobs found in York, PA area
Administrative Assistant 2 - History & Political Science
- Mount St. Mary's University
-
Emmitsburg, MD
- Position Title: Administrative Assistant 2 - History & Political Science Job Description: This is a 12-month position (f...
- 4/23/2024 12:00:00 AM
Certified Medical Assistant, PRN
- Proactive MD
-
York, PA
- Job Description Job Description People are a company's greatest resource, which is why caring for employees and keeping ...
- 4/23/2024 12:00:00 AM
Office Coordinator
- Commonwealth Foundation
-
Harrisburg, PA
- Job Description Job Description Office Coordinator Job Summary Commonwealth Group Services is seeking a proactive and or...
- 4/22/2024 12:00:00 AM
Adams Paratransit Operator/Operations Clerk
- rabbittransit
-
Gettysburg, PA
- Excellent opportunity to make a difference in the lives of others! Join a leading edge transportation authority who cove...
- 4/22/2024 12:00:00 AM
Certified Medical Assistant, PRN
- Proactive Md
-
York, PA
- People are a company's greatest resource, which is why caring for employees and keeping them healthy is so important. Pr...
- 4/22/2024 12:00:00 AM
Deep Sea Export Team Leader
- Nestl UK Ltd
-
York, PA
- Nestle UK&I Deep Sea Export Team Leader York Salary up to 35,000 DOE + excellent companywide benefits This is a Monday t...
- 4/21/2024 12:00:00 AM
Sr Field Coordinator (West)
- J&J Family of Companies
-
Harrisburg, PA
- Sr Field Coordinator (West) - 2406170290W Description Abiomed, part of Johnson & Johnson MedTech, is a leading provider ...
- 4/20/2024 12:00:00 AM
Senior Kitchen Manager
- BJ's Restaurants
-
Lancaster, PA
- Overview: Do you challenge yourself to always do things right and do them better? Then you will thrive at BJ’s Restauran...
- 3/20/2024 12:00:00 AM
About York, Pennsylvania
York (Pennsylvania German: Yarrick), known as the White Rose City (after the symbol of the House of York), is the county seat of York County, Pennsylvania, United States, located in the south-central region of the state. The population within York's city limits was 43,718 at the 2010 census, a 7.0% increase from the 2000 count of 40,862. When combined with the adjacent boroughs of West York and North York and surrounding Spring Garden, West Manchester, and Springettsbury townships, the population of Greater York was 108,386. York is the 11th largest city in Pennsylvania....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$72,659 to $105,056
York, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% 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