Top Trust Executive is 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. Being a Top Trust Executive 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. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Position Summary: The Trust Operations QC/Reconciliation Assistant completes daily reviews of various Wealth Management transactions. This professional is responsible for review and reconciliation of the trust checking account and check activity as well as performing reviews of critical operational processing. This person will possess strong organizational and communication skills and have the ability to meet strict deadlines.
Essential Functions:
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Sedentary work, occasional lifting and/or carrying up to 20 pounds.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled