Trust Operations Officer jobs in Missouri
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)
Recently Added Trust Operations Officer jobs
Trust Officer
- Edward Jones
-
Saint Louis, MO
FULL_TIME
-
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
What You'll Do:
Our Trust Officers work closely with clients and Edward Jones branch teams on a daily basis, with the myriad of their decisions around Trust administration providing a critical service for the firm. While this position is an individual contributor role, you will have informal leadership responsibilities, partnering with financial advisors, internal subject matter experts, and outside business professionals as you deliver an excellent client experience.
As a Trust Officer, you will:- Review and interpret trust agreements and other estate planning documents for execution of the overall estate planning strategy while limiting fiduciary, regulatory and legal risk.
- Explain complex estate planning concepts, trust terms and legal concerns/requirements with beneficiaries and financial advisors.
- Identify issues and create solutions regarding complex and unique legal, tax, and logistical matters in a high-volume environment that is often time sensitive.
- Manage ongoing account administration, including evaluating discretionary requests, approving distributions, hosting annual review Zoom meetings, and completing required oversight reviews and reports.
- Understand and balance the needs of grantors and all current and future beneficiaries within a fiduciary framework.
What Experience You Need:- Bachelor's degree
- 3 years of trust and estate administration, or related legal or financial services experience
- Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles
- Skilled in written and verbal communication (especially in complex matters) and demonstrate a high level of interpersonal skills.
What Could Set You Apart:- 3-5 years of administration of special needs trusts
- Experience administering trust owned IRAs
- Industry designation(s) such as CTFA, CFP®, or a J.D.
- Demonstrated ability to balance compliance, legal, and business decisions
- Successfully working in a fast paced, cross-functional team-based environment
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesEdward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: - 16 Days Ago
Senior Trust Officer
- National Advisors Brand
-
Kansas, MO
FULL_TIME
- Overview: Founded in 2001, National Advisors Holding, Inc. (“NAH”), along with National Advisors Trust Company, its wholly owned federally chartered trust company, and National Advisors Trust of South...
- 15 Days Ago
Senior Trust & Compliance Officer
- The Bank of Missouri
-
Columbia, MO
OTHER
- Job Details Job Location: Columbia- Buttonwood Drive - Columbia, MO Salary Range: Undisclosed DescriptionWorking at The Bank of Missouri At The Bank of Missouri we know it takes great people to suppor...
- 27 Days Ago
Senior Trust Officer
- Moneta
-
Clayton, MO
FULL_TIME
- Company DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) focused on going further for our clients. We are one firm with many solutions, and we provide...
- 28 Days Ago
Senior Trust Officer
- Bank of America
-
Kansas, MO
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 30 Days Ago
Sr Commercial Finance Officer
- Republic Bank & Trust Co
-
Saint Louis, MO
FULL_TIME
- “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
- 10 Days Ago
Trust Operations Officer jobs at Popular Companies
Operations Administrator
- Intrack Investment Management Inc.
-
South Burlington, VT
- Position Overview: InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the look...
- 4/26/2024 12:00:00 AM
Operations Administrator
- Century Group
-
Los Angeles, CA
- Job Description Job Description Century Group is partnering with a client who is seeking an Operations Administrator to ...
- 4/26/2024 12:00:00 AM
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...
- 4/24/2024 12:00:00 AM
Operations Administrator
- Western American Foods
-
Carson City, NV
- Job Description Job Description Western American Foods is a small company that deals with Frozen Fruit Concentrates. We ...
- 4/24/2024 12:00:00 AM
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...
- 4/23/2024 12:00:00 AM
Operations Administrator
- Wilson Financial Group
-
Gastonia, NC
- Operations Administrator Advance your career and truly make a difference. We have an exciting opportunity for an organiz...
- 4/22/2024 12:00:00 AM
Operations Administrator
- Ascend Medical Staffing Llc
-
North Salt Lake, UT
- Ascend Medical Staffing North Salt Lake, UT, USA About our Company: Ascend Medical Staffing is a physician staffing comp...
- 4/22/2024 12:00:00 AM
Operations Administrator
- Crestwood Technology Group
-
Yonkers, NY
- Job Description Job Description BASIC FUNCTIONS The Operations Administrator contributes to the coordination of the Sale...
- 4/22/2024 12:00:00 AM
About Missouri
Missouri is landlocked and borders eight different states as does its neighbor, Tennessee. No state in the U.S. touches more than eight. Missouri is bounded by Iowa on the north; by Illinois, Kentucky, and Tennessee across the Mississippi River on the east; on the south by Arkansas; and by Oklahoma, Kansas, and Nebraska (the last across the Missouri River) on the west. Whereas the northern and southern boundaries are straight lines, the Missouri Bootheel protrudes southerly into Arkansas. The two largest rivers are the Mississippi (which defines the eastern boundary of the state) and the Misso...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$70,947 to $102,581
Most Popular Cities in Missouri for Trust Operations Officer Jobs
What does a Trust Operations Officer do?
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