Trust Manager - Operations jobs in Delaware
Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations 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 requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Trust Manager - Operations jobs
National Trust Manager
- Comerica Bank
-
Wilmington, DE
FULL_TIME
-
Manager of Trust AdvisorsIndividuals in this role are responsible for managing a team of 10 - 15, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring compliance with corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative expertise in addressing issues in the region's book of business, provide fiduciary training as needed, and are a resource to their colleagues while managing their own book of HNW and complex Personal Trust Accounts. Individuals in this role have direct and indirect responsibility for new business development and they have direct responsibility for ensuring a client experience that exceeds expectations along with reducing attrition.Position Responsibilities:Administration / Compliance
- Manage larger and more complex personal trust accounts in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs of the principals, income beneficiaries, and remaindermen.
- Review, analyze and interpret documents for direction; evaluate account information for completeness and accuracy, monitor and review account transactions, respond to incoming correspondence and client requests while ensuring decisions are made in a prudent and responsible fashion.
- Provide premier client service at all times to include interactions with Financial Advisors and families while ensuring decisions are aligned with fiduciary requirements.
- Coordinate the implementation and review of investment programs, working with the Alliance Investment Unit and Trust Partners.
- Collaborate with the appropriate internal partners (TRUST ADVOCACY) to resolve and respond to issues brought forth by principals, income beneficiaries, and remaindermen such as requests for special distributions, fee issues, or disputes.
- Perform trust compliance requirements including but not limited to Administrative Account reviews on all accounts in accordance with policy, presenting proper documentation and rationale for discretionary actions, completing all required corporate compliance training and ensuring account administration aligns with all policies.
- Remain current on fiduciary/tax/legal changes that impact administration of accounts.
- Meet all requirements for remediation of exceptions or any other issues with accounts that require attention.
- May manage large family relationships and multigenerational trusts.
- Responsible for ensuring colleagues are compliant with expectations for their account administration i. e. administrative reviews are completed timely each month, overdrafts are cleared within 45 days, outstanding exceptions are addressed ongoing and remediated timely.
- Participate and assist programs to improve efficiencies, improve client service and/or to improve business outcomes for Comerica Trust Alliance. Actively contributes to the team, collaborating and providing feedback on operational improvements.
New Business Development- Assists new business opportunities with the Business Development Officers (Trust Specialists) participating, as needed, in prospect and client meetings to expand existing relationships.
- Attend meetings and provides presentations with internal and external referral sources to encourage business development.
- Provide the opportunity for colleagues to create or expand connections with centers of influence, while creating opportunities for themselves.
Leadership and Management- Provide leadership and mentorship to team members creating opportunities for growth and development within their roles.
- Create an atmosphere of accountability for client service, an expectation of proactive client contact and an expectation that colleagues adhere to client communication guidelines.
- Establish an expectation that colleagues are accountable to attrition results in their book of business.
- Accountable for attrition results in the regional book of business and Alliance Trust as a whole.
- Supervise direct reports in management of day to day activities, enhance their professional development, and improve staff performance. Review reports which assist in measuring the overall performance of the designated work unit.
Dimension and Scope Data* 10-15 staff * $15 M in regional revenue/$2.5 M in new sales annually * 1,500 accounts * Multi-office responsibilitiesWilmingtonPosition Qualifications:- Bachelor's Degree from an accredited university
- At least 5 years staff management experience
- At least 10 years Fiduciary Administration experience
- CFP (Certified Financial Planner) preferred
- CTFA (Certified Trust and Fiduciary Advisor) preferred
8:00am - 5:00pm Monday - Friday
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity. - 20 Days Ago
Business Control Manager - City National Trust & Estates & RBC Delaware Trust
- City National Bank
-
Wilmington, DE
FULL_TIME
- BUSINESS CONTROL MANAGER - CITY NATIONAL TRUST & ESTATES & RBC DELAWARE TRUST WHAT IS THE OPPORTUNITY?This position is responsible for the development and recommendations of risk metrics for City Nati...
- 1 Month Ago
Cleaner
- Aware Manager
-
Wilmington, DE
FULL_TIME,PART_TIME
- Cleaner We are looking for a Cleaner to take care of our facilities and carry out cleaning and maintenance duties. The goal is to keep our building in a clean and orderly condition. Responsibilities C...
- 23 Days Ago
Trust Assistant
- Robert Half
-
Hockessin, DE
PER_DIEM
- Financial Services company located in the Newark Delaware area seeks a Trust Assistant with excellent organizational expertise. In this role, you be the primary point person for trust clients, managin...
- 28 Days Ago
Associate Director, Internal Communications
- 10000990 - Internal Communications Manager
-
Wilmington, DE
FULL_TIME
- At AstraZeneca, we believe in the power of science to change lives. As an Associate Director, Internal Communications, you'll play a pivotal role in channeling our scientific capabilities to make a po...
- 19 Days Ago
Associate Director, CVRM Access Strategy
- 10000138 - Brand Manager
-
Wilmington, DE
FULL_TIME
- Introduction to Role:Join AstraZeneca's unmatched CVRM (Cardiovascular, Renal & Metabolic) portfolio team and contribute to delivering new treatment options for patients. As an Associate Director, you...
- 19 Days Ago
Trust Manager - Operations jobs at Popular Companies
Operations Manager
- ULINE
-
Lacey, WA
- Operations Manager Pay from $96,000 to $160,000 per year Washington Branch 3131 Hogum Bay Road NE, Lacey, WA 98516 Drive...
- 4/23/2024 12:00:00 AM
Operations Manager
- Raising Cane's
-
North Canton, OH
- Overview: Initial hiring pay range (based on location, experience, etc.): $23-$24 / hour At Raising Cane’s Chicken Finge...
- 4/20/2024 12:00:00 AM
Operations Manager
- General Dynamics Information Technology
-
Colorado Springs, CO
- Operations Manager Seize your opportunity to make a personal impact as an Operations Manager leading GDIT's operations t...
- 4/20/2024 12:00:00 AM
General Manager/Operations Manager Needed!
- Signs & Services Company, Inc.
-
Orange, CA
- Job Description Job Description We are seeking a General Manager/Operations Manager to become an integral part of our te...
- 4/19/2024 12:00:00 AM
Operations Manager
- BlueTriton Brands
-
Cabazon, CA
- BlueTriton is a leading provider of spring and purified water products - the name behind your favorite bottled water bra...
- 4/16/2024 12:00:00 AM
Operations Manager
- Ambercare
-
Albuquerque, NM
- >> We offer our team the best << Medical, Dental and Vision Benefits Continued Education PTO Plan Retirement Planning Li...
- 4/12/2024 12:00:00 AM
Operations Manager
- Courtyard Atlantic City
-
Atlantic City, NJ
- Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
- 4/10/2024 12:00:00 AM
Operations Manager
- BlueTriton Brands
-
McBee, SC
- BlueTriton is a leading provider of spring and purified water products - the name behind your favorite bottled water bra...
- 1/9/2024 12:00:00 AM
About Delaware
Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$107,944 to $156,996
Most Popular Cities in Delaware for Trust Manager - Operations Jobs
What does a Trust Manager - Operations do?
Trust Manager - Operations in New London, CT
Lori will be responsible for managing operations and compliance in accordance with industry compliance guidelines.
November 27, 2019
Trust Manager - Operations in Orange, CA
Abby is responsible for coordinating the use and efficiency of multiple systems within the Operations and Compliance department.
December 09, 2019
Trust Manager - Operations in Modesto, CA
Responsible for execution of various components of an extensive Asbestos Claims Trust and the management and timely completion of assigned case administration tasks.
December 10, 2019