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)
Essential Duties and Responsibilities:
Requirements:
Minimum 2 years college degree or equivalent work in financial, legal or trust industries.
Minimum 2 years experience in Trust Administration
Knowledge of Trust laws, rules and regulations
Detail oriented, organized and able to work under pressure
Type of Position
This is a full-time position with hours and days of work 8:00 a.m. to 5:00 p.m., Monday through Friday. Occasional evening and weekend work may be required as job duties demand.
Travel Requirements
May involve some travel to branch locations and also out-of-area and overnight travel required for training purposes.
Confidentiality is of utmost importance. Must not share any information regarding clients with anyone in family, friends, spouse, public, etc.
Maintain close customer contact regarding portfolio management. Be a team player with all members of the Department. Know the legal aspects of Trust Administration in order to make proper administrative decisions. Research and review of customer files and possess good teamwork abilities. Maintain proper file documentation. Serve as legal consultant for the Department.
First State Bank & Trust is an equal opportunity employer.