Trust Team Manager jobs in Seattle, WA

Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Investment Trust Fund Manager
  • Next Step Systems
  • Seattle, WA FULL_TIME
  • Job Description

    Investment Trust Fund Manager

     

    We are seeking an Investment Trust Fund Manager for a great opportunity in Seattle, WA.  This position is 100% Onsite and not Remote.

     

    Investment Trust Fund Manager Responsibilities:

     

    - Research and apply for the license to form an investment trust.

    - Form an investment trust.

    - Raise funding for the investment trust.

    - Manage and oversee a portfolio of trust accounts.

    - Develop and maintain relationships with clients, providing exceptional customer service.

    - Conduct research and analysis to ensure compliance with technical accounting standards and regulations.

    - Prepare and review financial statements, tax returns, and other trust-related documents.

    - Collaborate with internal teams to ensure accurate and timely processing of transactions.

    - Monitor investment performance and provide recommendations for adjustments as needed.

    - Stay updated on industry trends, regulations, and best practices related to trust management.

    - Assist with business development efforts, including identifying sales opportunities and participating in client meetings.

    Qualifications

    Investment Trust Fund Manager Qualifications:

     

    - Investment Trust Fund Management experience is required.

    - Bachelor's degree in Accounting, Finance, or a related field.

    - Strong knowledge of accounting software and financial systems.

    - Experience in trust administration or related field.

    - Familiarity with technical accounting standards and regulations.

    - Excellent communication and interpersonal skills for effective relationship management.

    - Ability to analyze complex financial data and provide strategic recommendations.

    - Knowledge of the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.

    - Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) certification preferred.

    - Perform other duties as assigned.

     

    Keywords:  Seattle WA Jobs, Investment Trust Fund Manager, Investment Trust, Trust Fund, Management, Accounting, Finance, CPA, Certified Public Accountant, CFA, Certified Financial Analyst, Washington Recruiters, IT Jobs, Washington Recruiting

     

    Looking to hire an Investment Trust Fund Manager in Seattle, WA or in other cities?  Our IT recruiting agencies and staffing companies can help.

     

    We help companies that are looking to hire Investment Trust Fund Managers for jobs in Seattle, Washington and in other cities too.  Please contact our IT recruiting agencies and IT staffing companies today!

    Additional Information

    Please check out all of our jobs at www.nextstepsystems.com.

     

  • 13 Days Ago

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Investment Trust Fund Manager
  • Ginas Tech Jobs
  • Seattle, WA FULL_TIME
  • Job DescriptionInvestment Trust Fund Manager We are seeking an Investment Trust Fund Manager for a great opportunity in Seattle, WA. This position is 100% Onsite and not Remote. Investment Trust Fund ...
  • 15 Days Ago

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Senior Wealth Manager & Trust Services
  • Laird Norton Wetherby
  • Seattle, WA FULL_TIME
  • LOCATION: SEATTLE, WAThe Senior Wealth Manager is dedicated to building and maintaining a trusted advisor relationship with each client. Services include comprehensive trust and estate planning, trust...
  • 3 Days Ago

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Program Manager, RL Trust Management
  • Oculus
  • Bellevue, WA FULL_TIME
  • At Meta Reality Labs (RL), we're building novel devices and experiences that make people feel closer. This includes product groups for Metaverse, Virtual Reality (VR), and Augmented Reality (AR). We a...
  • 15 Days Ago

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Program Manager, Customer Trust Perception
  • Amazon
  • Seattle, WA FULL_TIME
  • DESCRIPTIONThe Customer Trust Perception team works to ensure that customers can shop with confidence on Amazon. We are a center of excellence for trust research and conduct quantitative and qualitati...
  • 1 Month Ago

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Senior Manager Trust and Safety Policy
  • Twitch
  • Seattle, WA FULL_TIME
  • About Us Twitch is the world's biggest live streaming service, with global communities built around gaming, entertainment, music, sports, cooking, and more. It is where thousands of communities come t...
  • 1 Month Ago

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0 Trust Team Manager jobs found in Seattle, WA area

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Director, Technical Program Management (Security)
  • Coupang
  • Seattle, WA
  • Company Introduction We exist to wow our customers. We know we’re doing the right thing when we hear our customers say, ...
  • 3/28/2024 12:00:00 AM

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Director, Client Engagement-Remote
  • Bright Horizons
  • Seattle, WA
  • The Director of Client Engagement Marketing allows you to leverage your expertise in marketing strategy and client growt...
  • 3/28/2024 12:00:00 AM

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Purveyor Relationship Manager
  • The Judge Group
  • Seattle, WA
  • Hiring Company: Delicatessen Services Co., LLCOverview:The Purveyor Relationship Team is a department that helps maintai...
  • 3/28/2024 12:00:00 AM

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Field Care Coordinator
  • One Medical
  • Seattle, WA
  • About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordab...
  • 3/27/2024 12:00:00 AM

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Strategic Project Manager
  • Day Wireless Systems
  • Seattle, WA
  • Summary: We are seeking a dedicated and experienced Strategic Project Manager (SPM) who will be responsible for overseei...
  • 3/27/2024 12:00:00 AM

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STG AileyCamp Group Leader
  • Seattle Theatre Group
  • Seattle, WA
  • Through guidance, patience and clarity, the AileyCamp Group Leaders help support and empower campers to be the best they...
  • 3/26/2024 12:00:00 AM

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Senior Manager, Monitoring, Evaluation and Learning (MEL)
  • Nia Tero
  • Seattle, WA
  • NIA TERO Nia Tero is a nonprofit organization established in 2017 to work in solidarity with Indigenous peoples who sust...
  • 3/26/2024 12:00:00 AM

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Project Manager
  • eTeam, Inc.
  • Seattle, WA
  • Engineering Operations Project Manager Summary If you get excited about helping a team of people figure out what they ne...
  • 3/25/2024 12:00:00 AM

Seattle (/siˈætəl/ (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 730,000 residents as of 2018[update], Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area’s population stands at 3.87 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the Top 5 in May 2015 with an annual...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$136,813 to $193,579
Seattle, Washington area prices
were up 2.8% from a year ago

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