Trust Operations Officer jobs in California

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

F
Trust Officer
  • Farmers and Merchants Bank of Long Beach
  • Long Beach, CA FULL_TIME
  •  

    Job Summary
     
    The Assistant Vice President-Trust Officer serves as a relationship manager to Farmers and Merchants Trust Company (FMTC) clients by providing support and guidance in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and attorneys. Duties will include, but are not limited to:

     

    Essential Duties

    • Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business; for some trust relationships, may provide support to more senior Trust Officers;
    • Complete all necessary regulatory reporting regarding trust accounts, including but not limited to Reg. 9 Compliance Services monitoring;
    • Responsible for identifying and reporting compliance/ risk related matters as well as assisting with the management and mitigation of risk. This should include potential and actual complaints, threatened and actual claims of litigation;
    • Understand the nuances of the discretionary review process and participate in such evaluations;
    • Serve as a voting member of the Trust Administrative Committee (TAC) and other committees as assigned;
    • Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients;
    • Establish themselves with the local estate and financial planning communities to ensure favorable visibility of FMTC and its trust and fiduciary capabilities;
    • Build multi-generational relationships with members to retain assets held in trust;
    • Maintain awareness of emerging products and services and new developments in the industry;
    • Keep current on all laws and regulations related to the administration of trust accounts;
    • Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts;
    • Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;
    • Provide recommendations to management regarding changes to transaction processing and account maintenance;
    • Other duties as assigned.

     

    Position Requirements

    • Bachelor’s Degree required;
    • Graduate or law degrees, CTFA and/or industry specific certifications are desirable;
    • Intermediate/Advanced knowledge of trust and estate services and applicable laws;
    • 3 years working experience in trust and estate administration required; experience as a Trust Officer, Trust Relationship Manager, or similar position desirable; responsible for a book of clients containing various types of trust, agency, and estate settlement accounts;
    • Proficient knowledge of Microsoft Office and Windows operating environment;
    • Proficient knowledge of trust accounting and related systems;
    • Proficient knowledge of Salesforce desirable;
    • Demonstrated interpersonal skills suggesting ability to increase FMTC business – both internally and externally;
    • Advanced proficiency in verbal and written communication;
    • Solid understanding of the role of fiduciaries and delivery of trust services;
    • Ability to be effective under pressure;
    • Advanced ability to prioritize and multi-task;
    • Ability to professionally interact with all levels of employees and clients;
    • Ability to respect and hold confidential information;
    • Effectively work independently as required.

     

    Competitive compensation package.

     

    FMTC is an Equal Opportunity Employer.

     

    This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.

    Farmers and Merchants Trust Company reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment

  • 14 Days Ago

F
Senior Trust Officer
  • Fremont Bancorporation
  • Fremont, CA FULL_TIME
  • Title: Senior Trust OfficerJob Location: Fremont, CAHiring salary range: $96,836.00 - $137,173.00 annualFremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and...
  • 1 Month Ago

J
Trust & Safety Operations Manager
  • JBA International
  • Los Angeles, CA FULL_TIME
  • TRUST & SAFETY OPERATIONS MANAGER About the job The Trust & Safety Operations Manager will manage day-to-day operations of our moderation and creator support efforts for our user-generated content pla...
  • 17 Days Ago

A
Community Service Officer
  • Administrative Operations
  • Los Angeles, CA FULL_TIME
  • Join the Trojan Family: USC Department of Public Safety (DPS)Title: Community Service Officer Mission: To create a safe, secure, crime free environment for the Trojan Family through exemplary and prof...
  • 1 Month Ago

T
Future Openings at Trust & Will
  • Trust & Will
  • San Diego, CA FULL_TIME
  • Hi, we’re Trust & Will. We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helpe...
  • 16 Days Ago

J
Program Officer/Senior Program Officer
  • J. Paul Getty Trust, The
  • Los Angeles, CA FULL_TIME
  • Diversity, Equity, Accessibility, and Inclusion at GettyGetty believes diversity, equity, accessibility, and inclusion are essential to our excellence and to the execution of our mission. The Getty co...
  • 2 Months Ago

T
Operations Administrator
  • The Judge Group
  • Swedesboro, NJ
  • Aspire Bakeries is a North American baking company with a leadership position in specialty frozen baked goods. Formed fr...
  • 3/28/2024 12:00:00 AM

E
Operations Administrator
  • Equinox
  • New York, NY
  • Company Description OUR STORY Equinox Group is a high growth collective of the world's most influential, experiential, a...
  • 3/28/2024 12:00:00 AM

T
Operations Administrator
  • TRIGO Global Quality Solutions
  • Taylor, MI
  • TRIGO is seeking to fill a Operations Administrator position Taylor, MI. Overall Purpose of an Operations Administrator ...
  • 3/27/2024 12:00:00 AM

A
Operations Administrator
  • Advanced Robotics Group, LLC
  • Houston, TX
  • Job Description Job Description As Operations Administrator you will directly impact the growth and success of the compa...
  • 3/27/2024 12:00:00 AM

C
Operations Administrator
  • CRSG Construction & Realty Services Group
  • New York, NY
  • Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
  • 3/26/2024 12:00:00 AM

C
Operations Administrator
  • Construction Realty Safety Group (CR Safety)
  • New York, NY
  • Position Overview: The Operations Manager is responsible for overseeing and optimizing various operational activities wi...
  • 3/25/2024 12:00:00 AM

C
Operations Administrative Specialist
  • Cherokee Nation Businesses
  • New Orleans, LA
  • Job Description Operations Administrative Specialist This position requires an active Secret clearance or the ability to...
  • 3/25/2024 12:00:00 AM

M
Operations Administrator
  • Macrena Corporation DBA Everline Coatings and Services Orlando South
  • Orlando, FL
  • Job Description Job Description Current reporting location in Casselberry, planning to move to South Orlando/Kissimmee a...
  • 3/25/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$81,937 to $118,473

Trust Operations Officer in Davenport, IA
The Senior Trust Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
February 18, 2020
Trust Operations Officer in Rapid City, SD
Smith brings extensive industry experience in Retail Operations, Lending, Business Development, Marketing and Training.
December 13, 2019
Trust Operations Officer in Stockton, CA
His track record includes streamlining operations, maximizing productivity and reducing costs for manufacturing companies in the U.S.
December 15, 2019