Trust Operations Officer jobs in Mcallen, 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)
Recently Added Trust Operations Officer jobs
Trust Officer (Onsite)
- Texas Regional Bank
-
Allen, TX
FULL_TIME
-
Position SummaryThe 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
- 17 Days Ago
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...
- 15 Days Ago
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...
- 15 Days Ago
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
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
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 Mcallen, TX area
Product Engineer
- Johnson Controls International
-
Apodaca, Nuevo León
- What will you do? Implement product engineering initiatives efficiently, under corporate policies, procedures and specif...
- 4/19/2024 12:00:00 AM
Lean DNA Program Manager
- Johnson Controls International
-
Apodaca, Nuevo León
- What you will do? Johnson Controls Global Supply Chain Center of Excellence is seeking an experienced LeanDNA Program Ma...
- 4/19/2024 12:00:00 AM
Sustaining Engineer
- Johnson Controls International
-
Apodaca, Nuevo León
- The sustaining Engineer is a support engineering role who will work closely with the contract engineers and design team....
- 4/19/2024 12:00:00 AM
Senior Systems Administrator (Australia) - TS/SCI with Polygraph
- General Dynamics Information Technology
-
- General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
- 4/19/2024 12:00:00 AM
Senior Systems Administrator (Australia) - TS/SCI with Polygraph
- General Dynamics Information Technology
-
- General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
- 4/19/2024 12:00:00 AM
Procurement buyer
- Johnson Controls International
-
Apodaca, Nuevo León
- What you will do? You will lead the process for the procurement of 3rd party direct materials for JCI’s Chillers busines...
- 4/18/2024 12:00:00 AM
Warranty Specialist II
- Johnson Controls International
-
Apodaca, Nuevo León
- Warranty Analyst II What you will do? The position requires a self-motivated associate that can multitask, solve busines...
- 4/18/2024 12:00:00 AM
Senior Systems Administrator (Australia) - TS/SCI with Polygraph
- General Dynamics Information Technology
-
- General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
- 4/17/2024 12:00:00 AM
About Mcallen, Texas
McAllen is the largest city in Hidalgo County, Texas, United States, and the 22nd-most populous city in Texas. It is located at the southern tip of the state in the Rio Grande Valley. The city limits extend south to the Rio Grande, across from the Mexican city of Reynosa, and McAllen is about 70 mi (110 km) west of the Gulf of Mexico. As of 2017, McAllen’s population was estimated to be 142,696. It is the fifth-most populous metropolitan area in the state of Texas, and the binational Reynosa–McAllen metropolitan area counts a population of nearly 1.52 million.
From its settlement in 1904, the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$64,023 to $92,570
Mcallen, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Trust Operations Officer do?
Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020