Trust Team Manager jobs in Ventura, CA

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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Partnership Manager
  • Career TEAM
  • Ventura, CA FULL_TIME
  • TITLE:
    Career Navigator - Temporary               

    REPORTS TO:
    Executive Director

    LOCATION:
    Ventura County, CA

    EMPLOYMENT TYPE:
    Full-Time, Non-Exempt Employee

    Career TEAM has an exciting opportunity that offers a dynamic role, impactful experiences for motivated candidates who will perform professional work providing career counseling, intensive case management, and follow-up services. Work is performed under the supervision of the Team Lead.

    Your Impact on Career TEAM’s Success:

    • Provide intensive case management services to registered WIOA customers within the One-Stop system
    • Complete intake and eligibility determination for the workforce program. Assess jobseekers’ employment and training needs and abilities through interviewing, testing and other methods
    • Enter data into and otherwise use and process clients through any participant information system as required, and any other database as required by the One-Stop system
    • Guide jobseekers through the preparation of individual employment plans (IEP) based on their specific occupational goals
    • Counsel clients on available job opportunities, training programs and other services
    • Complete Individual Training Account (ITA) vouchers and other documents required for clients entering training
    • Refer individuals to appropriate services, training programs or job opportunities and follow-up on those activities
    • Conduct orientation sessions, workshops, job clubs and other group presentations for clients
    • Follow all policies, procedures and regulations related to eligibility documentation; ensure that case files have originals and/or copies of eligibility documentation
    • Maintain accurate individual case files for each registered customer assuring that each file contains all required eligibility documents and meets compliance requirements
    • Develop a comprehensive Individual Employment Plan (IEP) for all customers. Provide referral and tracking of eligible customers into contracted programs provided on-site at the One-Stop centers and/or located in the community in accordance with established contracts
    • Meet and/or exceed program benchmarks
    • Participate in all staff related events as required including but not limited to: training, staff meetings and individual supervision
    • Complete all required reports
    • Other duties and projects as needed

    This position is expected to be 100% onsite. The selected candidate will be required to work onsite at the listed location.

    To Qualify for This Role, You Must Have:

    • Any combination of education and experience equivalent to graduation from an accredited college and university with a Bachelor’s degree in business, public administration behavioral science, or a related field
    • 2 years of work experience combining elements of training, counseling, case management, or other services
    • 2 years of case management experience and the ability to read and interpret policies and procedures
    • 2 years of experience with computer proficiency in Microsoft Office suite and Google suite including Word, Excel, PowerPoint, Google Mail, Google Calendar, Google Docs, Google Sheets, and Google Drive
    • Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive
    • Ability to serve as a role model to customers and motivate them toward achieving goals
    • Ability to meet and/or exceed set goals and objectives
    • Excellent interpersonal and organizational skills
    • Exceptional time management skills to meet deadlines and work under pressure
    • Excellent verbal and written communication skills
    • A Valid Driver’s License

    Additional Skills/Knowledge Career TEAM Would Love for This Role:

    • Master’s or MBA degree
    • Experience and knowledge of WIOA and TANF workforce development contracts/programs
    • Astounding ability to multitask and be proactive

    Salary: $28/hr

    Salary is commensurate with education and experience. Career TEAM offers a competitive benefits package including healthcare, dental, and personal/vacation time

    Travel: Position may require local travel up to 30% of the time

  • 4 Days Ago

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Tax Manager / Senior Manager - Estate/Gift/Trust Group
  • HCVT
  • Westlake, CA FULL_TIME
  • Focus. Clarity. Commitment. HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public com...
  • 25 Days Ago

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Strategic Sourcing Lead, Contract Manufacturing
  • The Management Trust
  • Thousand Oaks, CA FULL_TIME
  • HOW MIGHT YOU DEFY IMAGINATION?You’ve worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion ...
  • 20 Days Ago

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Trust Funding Coordinator
  • Hermance Law
  • Ventura, CA FULL_TIME
  • Our Team is our Greatest AssetWe are seeking a friendly and professional Trust Funding Coordinator to join our esteemed estate planning law firm. The ideal candidate will be the first point of contact...
  • 4 Days Ago

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Probate & Trust Administration Attorney
  • Hermance Law
  • Ventura, CA FULL_TIME
  • We are seeking a versatile and experienced Probate Trust Administration Attorney to join our distinguished estate planning law firm on a part-time basis. This role encompasses both probate and trust a...
  • 20 Days Ago

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Team Manager
  • Manna Development
  • Westlake, CA FULL_TIME
  • $21.50/hour PLUS team tips!!Come Join Panera Bread– an award-winning leader in the restaurant industry and employer of choice for 2022! What’s in it for you?A competitive hourly wage PLUS TIPS!A compr...
  • 13 Days Ago

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0 Trust Team Manager jobs found in Ventura, CA area

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VP of Revenue
  • PayJunction
  • Santa Barbara, CA
  • We are seeking a VP of Revenue to drive the company's revenue growth through strategic leadership and innovative practic...
  • 4/17/2024 12:00:00 AM

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Finish Carpentry Lead
  • Clear Construction
  • Santa Barbara, CA
  • Clear Construction is seeking an experienced Lead Finish Carpenters responsible for overseeing and executing high-qualit...
  • 4/16/2024 12:00:00 AM

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Sr. Operations Associate/Trade Operations (B/D)
  • PlanMember Financial Corporation
  • Carpinteria, CA
  • PlanMember is looking for a Trade Operations Associate to join our growing team. As a dedicated Trade Operations Associa...
  • 4/16/2024 12:00:00 AM

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Sr. Operations Associate/Trade Operations (B/D)
  • Planmember Financial Corporation
  • Carpinteria, CA
  • PlanMember is looking for a Trade Operations Associate to join our growing team. As a dedicated Trade Operations Associa...
  • 4/16/2024 12:00:00 AM

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Manager
  • Lure Fish House
  • Camarillo, CA
  • How would you like to work for a growing company that is also fun to work for? The experience and knowledge you will acq...
  • 4/15/2024 12:00:00 AM

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Sr. Field Ops. Lead - Westlake Village, CA
  • Lincoln Financial
  • Westlake Village, CA
  • Alternate Locations: Westlake Village, CA (California) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a...
  • 4/15/2024 12:00:00 AM

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Wealth Management Associate
  • Equitable Advisors
  • Ventura, CA
  • Responsibilities Our team of wealth management associates strive to provide knowledgeable, objective financial guidance ...
  • 4/13/2024 12:00:00 AM

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Jiffy Lube Store Manager
  • Jiffy Lube - Najjar Lube Centers Inc.
  • Oxnard, CA
  • Store # Address Phone # 1324 1098 E. Thompson Blvd. Ventura, CA 93001 (805) 652-0173 1575 101 W. Esplanade Drive. Oxnard...
  • 4/13/2024 12:00:00 AM

Ventura is located northwest of Los Angeles on the California coast. The western portion of the city stretches north along the Ventura River and is characterized by a narrow valley with steeply sloped areas along both sides. The steep slopes of the Ventura foothills abut the northern portion of the community. Much of the eastern portion is on a relatively flat alluvial coastal plain lying along the western edge of the Oxnard Plain. The Santa Clara River forms the city's southerly boundary with the city limits reaching up to the beginning of the Santa Clara River Valley at the historic communit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$133,212 to $188,475
Ventura, California area prices
were up 2.5% from a year ago

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