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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 Operations Clerk II

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 or manager. Typically requires 1-3 years of related experience. May be entry level if some experience in the skill. Gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. more...


Alternate job titles: Trust Operations Clerk III

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 or manager. Typically requires 3-5 years of related experience. Has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. more...


Alternate job titles: Trust Clerk I

The Trust Operations Clerk I prepares expense checks and may administer charge fees according to the requests of account administrator. Creates and maintains trust account records, notices and reports. Being a Trust Operations Clerk I typically reports to a supervisor. May require an associate's degree. Being a Trust Operations Clerk I 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 Clerk II

The Trust Operations Clerk II prepares expense checks and may administer charge fees according to the requests of account administrator. Creates and maintains trust account records, notices and reports. Being a Trust Operations Clerk II typically reports to a supervisor or manager. May require an associate's degree. Working as a Trust Operations Clerk II typically requires 1-3 years of related experience. May be entry level if some experience in the skill. Gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. more...


Alternate job titles: Trust Clerk III

The Trust Operations Clerk III prepares expense checks and may administer charge fees according to the requests of account administrator. Creates and maintains trust account records, notices and reports. Being a Trust Operations Clerk III typically reports to a supervisor or manager. May require an associate's degree. Working as a Trust Operations Clerk III typically requires 3-5 years of related experience. Has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. more...



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...


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