Top Trust Operations Executive directs the overall policies, practices, and procedures of the trust operations function. Designs and implements operational systems. Being a Top Trust Operations Executive establishes monitoring systems and controls to ensure efficient and accurate operations and to reduce risk. Requires a bachelor's degree. Additionally, Top Trust Operations Executive typically reports to top management. The Top Trust Operations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Trust Operations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
The Operations Specialist is a part of the Operations Department and services and processes the financial transactional requests of our account holders. These types of transactions range from traditional retirement account activities, such as account transfers and rollovers, to more unique transactions regarding the income on invested real estate, private loans, and 401k loans. This position has primary responsibility for incoming funds and will assist team members with compliance tracking and taking client calls.
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