Trust Manager - Operations jobs in Kansas
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
Assistant/Junior Trust Portfolio Manager - located in Topeka, KS or Olathe, KS
- CoreFirst Bank & Trust
-
Olathe, KS
FULL_TIME
-
Position Description:
The Assistant/Junior Trust Portfolio Manager is responsible for assisting with the day-to-day management of client accounts, helping with investment research & analysis, and supporting marketing activities to increase the number of accounts administered. A Junior Portfolio Manager would be expected to meet with clients and manage a portfolio of client accounts, while an Assistant Portfolio Manager would grow into that role. Position Responsibilities:
Assistant Portfolio Manager expected to do the following and grow into Junior Portfolio Manager duties.
Create reports on investment-related performance and activity and review reports for accuracy
Monitor asset allocation relative to policy and goals
Conduct ongoing research regarding securities and market & economic trends
Manage fixed income maturities and reinvestment
Work with Operations department to complete projects
Maintain records and files of all portfolio activity
Monitor and implement investment models
Place and monitor trades for completion
Maintain relationships with third-party vendors
Other tasks as needed Junior Portfolio Manager expected to be able to complete Assistant Portfolio Manager duties plus the following:
Communicate with clients about their accounts, market conditions and economic and market trends
Establish client investment objectives, including risk tolerance, asset allocation, and cash requirements
Explain and differentiate between various investment opportunities
Coordinate investments with administrators and their clients
Responsible for investment review portion of annual account review process
Other tasks as needed Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Knowledge, Skills, and Abilities: Skills & Abilities -
Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
Outstanding interpersonal and organizational skills
The ability to plan and execute multiple projects and initiatives balancing department and organizational demands and resources is a must; work must be completed with quality and accuracy
Work in a team environment while promoting a positive attitude toward teamwork
Accept and respond to changes in the work environment
Willingness to pursue advanced certifications such as CFA, CFP, CAIA, ChFC, or AIF Experience: -
College, course work, or work experience that has provided a basic understanding of equities, bond, ETF, and/or Mutual Fund investments. Education: -
Bachelors Degree in Business or related field preferred
Goal of obtaining CFA Charter or CFP. Competencies: -
Ability to handle a wide variety of tasks: client-related, investments, and operational
Communicates clearly and effectively
Demonstrates ability to translate financial language into laymans terms for explanatory purposes
Maintains professional and confident demeanor
Demonstrates ability to make informed and logical decisions
Exhibits ability to remain calm and think analytically during stressful situations
Possesses detailed knowledge of economic theory and financial terminology
Possesses detailed knowledge of best investment practices
Possesses strong analytical and problem-solving skills
Is capable of applying economic theory and research to daily management activity Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and listen to members and other employees. Physical activities include a combination of constant sitting, constant hand motion and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.
Applicants must pass a drug screen and background checks
Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal
Travel and Environment:Travel:
Travel is primarily local during the business day, although some local evening and weekend travel may be expected.
Work Environment:
The majority of working hours will be spent in an office setting monitoring portfolios and meeting with clients.
Some local travel for client meetings may be necessary.
Workweeks often exceed the standard 40 hours.
Work environment may be high stress in periods of economic downturn or market instability. - 10 Days Ago
Trust Operations Officer (Full-Time)
- Central National Bank
-
Junction, KS
FULL_TIME
- Position Description: ROLE: To assist trust officers in administering trusts. POSITION FUNCTIONS: Provide operational support to the Trust Officers. Reconcile Mutual Funds, GL, and bank accounts. Resp...
- 19 Days Ago
Loan Operations Specialist
- Peoples Bank and Trust
-
McPherson, KS
FULL_TIME
- The Loan Operations Specialist works to complete any administrative tasks necessary to process consumer, commercial, and agricultural loans and follow up on existing loans for bank customers. This pos...
- 20 Days Ago
HMDA/Loan Operations Specialist
- Peoples Bank and Trust
-
McPherson, KS
FULL_TIME
- The HMDA/Loan Operations Specialist is responsible for the bank’s mortgage data that is collected and reported in accordance with HMDA regulatory requirements. This position also works to complete adm...
- 11 Days Ago
Trust Officer
- COREFIRST BANK & TRUST
-
Topeka, KS
FULL_TIME
- DescriptionRole:Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of custome...
- 18 Days Ago
Trust Officer & Wealth Advisor
- The Trust Company
-
Lawrence, KS
FULL_TIME
- Job Classification: Exempt Work Schedule: Monday through Friday 8:00 a.m. to 5:00 p.m. Reporting Structure: Advisor Team Lead; President & Director of Wealth Management Location: Lawrence Kansas Offic...
- 13 Days Ago
Trust Manager - Operations jobs at Popular Companies
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...
- 4/25/2024 12:00:00 AM
Operations Manager
- AmeriGas Propane, Inc.
-
Bealeton, VA
- When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation’s premiere propa...
- 4/25/2024 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...
- 4/25/2024 12:00:00 AM
IT Operations Manager
- Leidos
-
Chantilly, VA
- Description Looking for a rewarding career path? Unleash your potential at Leidos, where we deliver innovative solutions...
- 4/24/2024 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...
- 4/24/2024 12:00:00 AM
Operations Manager
- ULINE
-
Tacoma, WA
- Operations Manager Washington Branch Uline: Where hard work and hustle are valued and rewarded. Pay: From $96,000 to $16...
- 4/23/2024 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
- 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 Kansas
Kansas /ˈkænzəs/ (listen) is a U.S. state in the Midwestern United States. Its capital is Topeka and its largest city is Wichita, with its most populated county being Johnson County. Kansas is bordered by Nebraska on the north; Missouri on the east; Oklahoma on the south; and Colorado on the west. Kansas is named after the Kansa Native American tribe, which inhabited the area. The tribe's name (natively kką:ze) is often said to mean "people of the (south) wind" although this was probably not the term's original meaning. For thousands of years, what is now Kansas was home to numerous and divers...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$101,244 to $147,251
Most Popular Cities in Kansas 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