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)
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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