Trust Manager - Operations jobs in Wisconsin

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)

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Regional Trust Manager I - Now Hiring
  • Arden Trust Company
  • Milwaukee, WI FULL_TIME
  • Job Description

    Arden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. We have 25 years’ experience providing world-class trust services. From administration to compliance, our team manages all the intricate details to give clients peace of mind for the life of their trust. We recognize the importance of our clients' established financial relationships, so we work as a part of this team to protect the assets in trust.

    As a Regional Trust Manager I, you will manage all activities as well as a staff in a personal trust office setting. You will provide account administration for a small book of business to ensure client satisfaction both Trust and Financial Advisor (i.e. account opening, encroachment requests and tax preparation).

    ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

    • Develops, leads, manages, and motivates staff. Explains team and individual goals and objectives.
    • Oversees facility management, supplies, and contracts.
    • Creates an environment oriented to trust, open communication, creative thinking and cohesive team effort.
    • Manages Human Resources processes for reviews, new hires, terminations, etc.
    • Assists staff with continuing professional development. Ensures team members have the necessary education and training to effectively participate on the team.
    • Collaborates with senior management on designing, implementing and ensuring adherence to policies and procedures.
    • Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
    • Performs account administration functions according to internal policies and procedures to be efficient and compliant (i.e. account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation).
    • Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews and ensures senior management is apprised of all pertinent issues.
    • Other related duties assigned as needed.

     

    KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.

    • A good working knowledge of all types of Fiduciary relationships
    • Strong interpersonal and effective communication skills
    • Strong organizational skills and aptitude for detail
    • Teamwork and leadership orientation
    • Ability to easily adapt to changing work environment
    • CTFA (Certified Trust Financial Advisor) designation will be beneficial

     

    SUPERVISORY RESPONSIBLITIES: Management

     

    EDUCATION AND/OR EXPERIENCE: Advanced level role.

    • Excellent knowledge of the field with strong leadership skills.
    • Establishes operational objectives and work plans, and delegate’s assignments to subordinates.
    • Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
    • Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
    • Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
    • Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
    • Regularly interacts with senior management or executive levels within the enterprise.
    • Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
    • Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
    • 5 - 7 years’ experience

     

    CERTIFICATES, LICENSES, REGISTRATION: None

     

    BENEFITS:

    Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

    DISCLOSURE:

    By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

    • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
    • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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  • 11 Days Ago

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Tax Reporting and Trust Manager
  • FIS
  • Milwaukee, WI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Travel Percentage : 5 - 10%Job DescriptionAre you cu...
  • 1 Month Ago

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Branch Manager
  • Wisconsin Bank & Trust
  • Fitchburg, WI FULL_TIME
  • The On-Site Manager is responsible for day to day management of the frontline banking center staff, supporting branch sales and service, and a creating an exceptional customer experience by handling c...
  • 13 Days Ago

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Taft-Hartley Relationship Manager
  • Midwest Institutional Trust Company
  • Wauwatosa, WI FULL_TIME
  • DescriptionThe Taft-Hartley Relationship Manager is tasked with managing Taft-Hartley and Union/Labor related client relationships and ensure client satisfactions. The relationship manager services as...
  • 8 Days Ago

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Portfolio Manager IV - Investment Mgmt
  • Associated Trust Company, NA
  • Neenah, WI FULL_TIME
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your grow...
  • 1 Month Ago

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Trust Officer II
  • Arden Trust Company
  • Milwaukee, WI FULL_TIME
  • Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience...
  • 23 Days Ago

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Operations Manager
  • American Steel and Aluminum
  • Portland, ME
  • American Steel and Aluminum (ASA), a leading metals supplier and fabricator dating back to 1806, has always prided itsel...
  • 3/26/2024 12:00:00 AM

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General Manager-Operations Manager
  • Brookfield Properties
  • Las Vegas, NV
  • Location Meadows Mall - 4300 Meadows Lane, Suite 10 Business At Brookfield Properties, we believe retail should be anyth...
  • 3/25/2024 12:00:00 AM

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Executive Operations Manager- Fully Remote
  • Gastro Health
  • Miami, FL
  • Gastro Health is seeking a Fully-Remote Full-Time Executive Operations Manager to Support the FL market. Gastro Health i...
  • 3/24/2024 12:00:00 AM

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Operations Manager
  • Allied Universal®
  • Amarillo, TX
  • Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
  • 3/21/2024 12:00:00 AM

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Operations Manager - Security Operations
  • Allied Universal®
  • Indio, CA
  • Overview At Allied Universal®, we continue to build an inclusive, Be Phenomenal® culture that encourages, supports, and ...
  • 3/14/2024 12:00:00 AM

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Operations Manager - Security Operations
  • Allied Universal®
  • Rancho Mirage, CA
  • Overview At Allied Universal®, we continue to build an inclusive, Be Phenomenal® culture that encourages, supports, and ...
  • 3/14/2024 12:00:00 AM

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Operations Manager
  • Allied Universal
  • Tempe, AZ
  • Overview Allied Universal® Janitorial Services is uniquely capable and personally committed to delivering exceptional ja...
  • 3/7/2024 12:00:00 AM

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Operations Manager
  • Allied Universal®
  • Houston, TX
  • Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
  • 3/6/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$104,531 to $152,034

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