Trust Operations Officer jobs in Laredo, TX

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)

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Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary
    The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily for relationships based in the Rio Grande Valley.

    Principal Duties and Responsibilities
    • Oversee a book of business directly, comprised of accounts where Texas Regional Bank serves as trustee or in another fiduciary capacity as well as Individual Retirement Accounts, custodial, agency type accounts
    • Maintain an up-to-date knowledge on current developments within the fiduciary landscape and be willing to continuously learn and improve
    • Support fellow colleagues’ in responding to client requests, preparing for meetings, and conducting research and analysis on accounts where the Associate Trust Officer may not be the primary trust administrator
    • Reviews legal documentation for prospective and current clients to ensure accuracy and acceptability
    • Adheres to, and ensures colleagues’ compliance with regulations and governing legislation, and to all internal procedures and policies.
    • Cultivates relationships with attorneys, accountants, insurance agents and other professionals to promote Trust division within our community
    • Must have a working knowledge of financial and accounting principles that would allow this person to work collaboratively with TRB Wealth Management advisors and associates and other internal professionals to ensure thoughtful portfolio and asset management
    • Must be able to be physically present in the Bank to perform job duties.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    Other Responsibilities
    • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
    • Must have excellent analysis, observation and decision-making skills.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
    • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
    • Provide a strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    • Other duties as assigned.
    Qualifications, Education and Experience Requirements
    • Four-Year College Degree with emphasis in Accounting or Finance
    • At least 1 year of experience in financial services, including banking, wealth management or trust
    • Outstanding analytical skills with the ability to exercise independent judgment
    • Demonstrate ability to interact with senior management on a regular basis
    • Comfortable with technology, cloud-based services, workflow management, and digital solutions
    • Exceptional verbal and written communication skills.
    • Strong organizational and time-management skills
    • Must be willing to work towards attainment of Certified Trust and Fiduciary Advisor (CTFA) designation
    • Must be willing and able to travel as needed for meetings with clients, centers of influence, and for continued education and training
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an Equal Opportunity Employer
  • 15 Days Ago

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Trust Operations Associate (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Trust Operations Associate is responsible for providing operational support to the Trust Division. Principal Duties and Responsibilities Partner with Trust Administrators and broa...
  • 14 Days Ago

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Cyberspace Operations Officer
  • United States Air Force
  • Mission, TX FULL_TIME
  • CONQUERING CYBERSPACEWith the constant evolution of today's technology, information and communications can be optimized like never before. Responsible for a wide range of weaponry, training and intell...
  • 13 Days Ago

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Accountant
  • STHS - Regional Operations Center
  • Edinburg, TX FULL_TIME
  • Responsibilities: POSITION SUMMARY: The Accountant is responsible for selected balance sheet reconciliations for assigned facilities. Responsible for meeting month-end closing deadlines. Prepares mont...
  • 1 Month Ago

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NURSE EDUCATOR
  • STHS - Regional Operations Center
  • Edinburg, TX FULL_TIME
  • Responsibilities: POSITION SUMMARY: The primary role of the Educators is to support the learning needs of staff and patients by providing opportunities for the acquisition of new knowledge, skills and...
  • 1 Month Ago

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Coding & System Specialist Health Information Management
  • STHS - Regional Operations Center
  • Edinburg, TX FULL_TIME
  • Responsibilities: POSITION SUMMARY: The HIM Coding & System Specialist works inpatient and/or outpatient coding related holds/edits/incomplete coding accounts. Codes basic entry level, coding outpatie...
  • 1 Month Ago

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0 Trust Operations Officer jobs found in Laredo, TX area

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SR TRANSPORTATION OFFICER
  • Geo Group
  • Laredo, TX
  • The GEO Group does not have remote data entry jobs and will never ask an employee/applicant to pay for any type of softw...
  • 4/17/2024 12:00:00 AM

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Physician
  • Community Health System
  • Laredo, TX
  • Job Description Laredo Medical Center is seeking a BC/BE Hematology Oncology Physician to join the community. * Call Cov...
  • 4/17/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Laredo, TX
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/17/2024 12:00:00 AM

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The North Face: Sales Associate - The Woodland
  • VF Corporation
  • Laredo, TX
  • Sales Associate As a Sales Associate you will be the face of the brand to our retail customers and will be responsible f...
  • 4/16/2024 12:00:00 AM

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UNIT CLERK/SECRETARY/COORD Med-4 (PRN)
  • UHS
  • Laredo, TX
  • Responsibilities Doctors Hospital of Laredo, in Laredo, TX, is a 183-bed acute care facility that offers a range of medi...
  • 4/15/2024 12:00:00 AM

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City Secretary, (A241700-1), R43, City Secretary's Office
  • City of Laredo, TX
  • Laredo, TX
  • Salary : $128,752.00 Annually Location : Laredo, TX Job Type: Full-time Job Number: A241700-1 Department: City Secretary...
  • 4/14/2024 12:00:00 AM

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Business Development Administrator, (A247510-2), 212, Administration
  • City of Laredo, TX
  • Laredo, TX
  • Salary : $72,155.20 - $90,209.60 Annually Location : Laredo, TX Job Type: Full-time Job Number: A247510-2 Department: Ec...
  • 4/14/2024 12:00:00 AM

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Administrative Clerk Shipping Sat-Mon 4.00P.m-4.30a.m
  • Mastronardi Produce Limited
  • Laredo, TX
  • Our Laredo Distribution Center, a 187,000 sq. ft. refrigerated facility operating 24/7, is currently seeking an Admin Cl...
  • 4/14/2024 12:00:00 AM

Laredo (/ləˈreɪdoʊ/ lə-RAY-doh; Spanish: [laˈɾeðo]) is a city in and the county seat of Webb County, Texas, United States, on the north bank of the Rio Grande in South Texas, across from Nuevo Laredo, Tamaulipas, Mexico. According to the 2010 census, the city population was 236,091, making it the tenth-most populous city in the state of Texas and third-most populated on the Mexico–United States border, after San Diego, California, and El Paso, Texas. Its metropolitan area is the 178th-largest in the U.S. and includes all of Webb County, with a population of 250,304. Laredo is also part of the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$66,331 to $95,907
Laredo, Texas area prices
were up 1.2% from a year ago

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