Trust Operations Team Supervisor jobs in Cleveland, OH

Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Supervisor, Investment Operations
  • Equity Trust
  • Westlake, OH FULL_TIME
  • JOB OVERVIEW
    The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.

    RESPONSIBILITIES & DUTIES
    • Directly responsible for multiple investment teams as determined by Senior Manager
    • Confirms accuracy, consistency and implements improvement to departments processes and procedures
    • Validates internal audit findings and address risks or training opportunities accordingly
    • Develops and implements plans to manage daily workflow and meet service productivity targets
    • Ensures all functions are performed in accordance with departmental procedures
    • Reviews and interprets daily, weekly, and monthly metrics
    • Coaches, mentors, and provides feedback on career mobility and performance with direct reports periodically
    • Partners with the various lines of business to create efficiencies, mitigate client escalations, enhance the process, and implement improvements across the organization
    • Collaborates with appropriate departments on system enhancements, test cases and plans; in addition, provides direction to team and verifies results
    • Cultivates relationships and communicates with internal and external partners
    • Assists as needed with escalated requests
    • Updates procedures and ensures team members are educated regarding changes
    • Ensures proper staffing for coverage including hiring, coaching, and training new associates
    • Perform other duties as assigned

    QUALIFICATIONS
    • High School Diploma or GED required
    • Associate degree in Arts/Science preferred
    • Minimum 2 years of experience in retirement industry
    • Minimum 5 years of experience in a fast paced, customer driven environment

    PROFESSIONAL CERTIFICATIONS
    • None required

    TECHNICAL SKILLS

    To be successful in this role, you should have experience with and an understanding of the following:
    • Expert level proficiency in Microsoft Office

    CULTURAL COMPETENCIES

    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

    • Business Insight
    • Develops Talent
    • Plans & Aligns
    • Instills Trust

    PHYSICAL DEMANDS/WORK ENVIRONMENT
    This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
  • 11 Days Ago

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Investments Operations Team Lead
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office and is eligible for a hybrid remote schedule.JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and ...
  • 9 Days Ago

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Team Lead - Investment Operations
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and th...
  • 2 Months Ago

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Customer Service/Operations Supervisor (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • JOB SUMMARY: The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focuse...
  • 7 Days Ago

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Account Services & Transfers Operations Supervisor (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • JOB SUMMARY: The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focuse...
  • 17 Days Ago

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Airport Operations Supervisor
  • Talent Acquisition Team at GAT
  • Cleveland, OH FULL_TIME
  • GAT Sky Cafe is seeking dynamic, dependable, and motivated individuals to join our team atCleveland Hopkins International Airport!Operations SupervisorMain Responsibilities● The successful applicant w...
  • 20 Days Ago

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0 Trust Operations Team Supervisor jobs found in Cleveland, OH area

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Operations Controller
  • Flexjet
  • Cleveland, OH
  • Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional...
  • 4/25/2024 12:00:00 AM

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Assistant Project Manager - Development
  • NRP Group
  • Cleveland, OH
  • Come join NRP's A+ team! We've been recognized as a "Top Workplace" because we promote a culture where our team can buil...
  • 4/25/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Cleveland, OH
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Cleveland, OH
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Cleveland, OH
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Cleveland, OH
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Director of Annual and Special Giving
  • Case Western Reserve University
  • Cleveland, OH
  • Job ID 12571Location Case Main CampusFull/Part Time Full-TimeRegular/Temporary RegularJob DescriptionPOSITION OBJECTIVEW...
  • 4/23/2024 12:00:00 AM

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Clinical Operational Excellence Director
  • Medical Mutual
  • Cleveland, OH
  • Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provid...
  • 4/22/2024 12:00:00 AM

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$54,849 to $67,027
Cleveland, Ohio area prices
were up 1.6% from a year ago