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)
Position Summary: The Trust Operations QC/Reconciliation Assistant completes daily reviews of various Wealth Management transactions. This professional is responsible for review and reconciliation of the trust checking account and check activity as well as performing reviews of critical operational processing. This person will possess strong organizational and communication skills and have the ability to meet strict deadlines.
Essential Functions:
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Sedentary work, occasional lifting and/or carrying up to 20 pounds.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer Minorities/Women/Veterans/Disabled