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Alternate job titles: Trust Account Administrator

Manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. more...



Alternate job titles: Trust Administration Assistant | Trust Administrative Support Assistant | Trust Customer Support Assistant

The Trust Assistant processes sales and purchases of securities and other investment related transactions. Supports Trust Estate Officers in servicing accounts and responding to customer requests. Being a Trust Assistant researches and resolves any issues. Tracks confirmations, audits transactions according to policy. In addition, Trust Assistant may require an associate's degree. Typically reports to a supervisor. Being a Trust Assistant works under moderate supervision. Gains or has attained full proficiency in a specific area of discipline. Working as a Trust Assistant typically requires 1- more...


Supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Typically reports to a manager. 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. Typically requires 3-5 years experience in the related area as an indi more...


Alternate job titles: Benefit Trust Plan Administrator

Administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience. more...



Alternate job titles: Chief Trust Officer | Top Trust Officer

Responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Requires a bachelor's degree. Typically reports to top management. Manages a business unit, division, or corporate function with major organization more...


Alternate job titles: Trust Portfolio Administration 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. Typically requires a bachelor's degree. Typically reports to a head of a unit/department or top executive. 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. Typically requires 3+ years of managerial experience. more...



Alternate job titles: Trust Operations Senior Manager

Manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Facilitates communications between various departments in the trust. Requires a bachelor's degree. Typically reports to top management. 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. Capable of resolving escalated issues arising from operations and requiri more...


Alternate job titles: Trust Operations Coordination 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. Oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. May require a bachelor's degree. Typically reports to a manager. 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 perso more...


Alternate job titles: Trust Operations Clerk I

Creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. May require an associate degree. Typically reports to a supervisor. May require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. more...



Alternate job titles: Trust Portfolio Administration Officer II

Administers trust accounts and manages relationship with clients. Identifies and develops new business relationships and cross selling opportunities with existing clients. Advises clients on tax, investment or other financial matters. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Occasionally directed in several aspects of the work. Gains exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. more...


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