Trust Operations Officer jobs in Pasadena, 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 Operations Officer
  • Guaranty Bank and Trust NA
  • Houston, TX FULL_TIME
  • The Trust Operations Officer position will be responsible for all aspects of trust operations, including Guaranty’s relationship with the trust accounting system platform (Accutrust/Cheetah) and all vendors/dealers who will manage accounts with Guaranty Bank & Trust. This position is also responsible for reconciliation of operating accounts, moving funds and client statements.

    Job Duties:

    • Evaluate business processes for efficiency and feasibility
    • Create financial reports for Director of Trust & Wealth Management
    • Serve as liaison with trust accounting system providers and other technology vendors.
    • Develop implementation and execution plans for system enhancements and upgrades.
    • Coordinate and participate in Disaster Recovery Testing.
    • Maintain Continuity plan for Wealth Management Group.
    • Prepare reports responsive to regulatory examination and audit requests.
    • Oversee operating accounts, scanning and reconciliation.
    • Generate ad hoc reports from trust account system.
    • Coordinate system access rights with IT and Accutrust.
    • Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
    • Participate in proactive team efforts to achieve departmental and company goals.
    • Provide leadership to others through example and sharing of knowledge/skill.
    • Receive very general guidance with respect to overall objectives; work is usually quite independent of other operate within specific policy guidelines.
    • Represent the Bank in a courteous and professional manner.
    • Complying with privacy policies and procedures to maintain customer confidentiality and information protection.
    • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
    • Complete and pass all required regulatory compliance training as assigned.
    • Perform any additional duties and tasks assigned by management.

    Qualifications and Skills:

    • Strong client service skills and ability to resolve problems.
    • Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.
    • Must possess exceptional interpersonal relationship and communication skills.
    • Good leadership, training and coaching skills.
    • Must possess the ability to maintain confidential customer and Bank information in a responsible and secure manner.

    Education, Experience & Licenses:

    • High School Diploma
    • Bachelor’s degree - preferred
    • Ten or more years related experience and/or training working in the trust operations environment.

    Experience

    Required
    • 10 year(s): Ten or more years related experience and/or training working in the trust operations environment.

    Education

    Required
    • High School or better

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 1 Month Ago

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Trust Estates Officer II
  • Cadence Bank
  • Houston, TX FULL_TIME
  • DescriptionTrust & Estates Officer What The Role Is: Responsible for business development of trust, estate, agency, and investment accounts in accordance with departmental written policies and procedu...
  • 9 Days Ago

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Trust Officer II
  • Cadence Bank
  • Houston, TX FULL_TIME
  • DescriptionResponsible for business development of trust, agency, and employee benefit accounts in accordance with departmental written policies and procedures plus administration of Trust Division's ...
  • 1 Month Ago

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Officer
  • NOAA Commissioned Officer Corps
  • Houston, TX FULL_TIME
  • HOW TO APPLY Thank you for your interest in joining the National Oceanic and Atmospheric Administration (NOAA) Commissioned Officer Corps. By submitting your information, you are applying to join the ...
  • Just Posted

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Customer Service Representative Spanish Speaker (Trust Officer)
  • Legacy Enhancement
  • Houston, TX FULL_TIME
  • Trust Officer Job Overview The Trust Officer is responsible for day-to-day trust account administration. The Trust Officer will be responsible for assisting beneficiaries (or their representatives) in...
  • 8 Days Ago

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Chief Financial and Operations Officer
  • New Tech Network
  • Houston, TX FULL_TIME
  • New Tech Network (NTN) is a national nonprofit dedicated to systemic and equitable change in education. We center NTN schools as the units of change, and teachers and school leaders as the agents of t...
  • 12 Days Ago

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0 Trust Operations Officer jobs found in Pasadena, TX area

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Operations Clerk
  • RiverPoint Group
  • Houston, TX
  • Working hours: 8 - 9 am start time, OT available depending on the need Worker will be on site the first week for trainin...
  • 3/28/2024 12:00:00 AM

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Administrator USA
  • United Safety
  • Pasadena, TX
  • Operations Administrator (Timekeeper) The qualified applicant will have direct interaction with industrial operations an...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • Advanced Robotics Group, LLC
  • Houston, TX
  • Job Description Job Description As Operations Administrator you will directly impact the growth and success of the compa...
  • 3/27/2024 12:00:00 AM

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Global Administrative Operations Manager
  • Addison Group
  • Houston, TX
  • Responsibilities: Develop and implement standardized administrative processes across global offices. Ensure compliance w...
  • 3/27/2024 12:00:00 AM

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Operations Administrator
  • Yellow Rose Steel Fabricators
  • Houston, TX
  • Job Description Job Description Yellow Rose Steel Fabricators, Inc provides steel stairs, railing, structural and site s...
  • 3/26/2024 12:00:00 AM

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Operations Clerk
  • HireResource Staffing
  • Houston, TX
  • Job Description Job Description Duration: 6 Months Hours: 8a - 9a start time, OT available depending on the need Locatio...
  • 3/26/2024 12:00:00 AM

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Chief Operations Officer- Energy Transition Institute
  • Houston Journal of Health Law & Policy
  • Houston, TX
  • Description The Asst VP, UH Energy Transition Institute (UH ETI) will serve in the capacity of COO for the Energy Transi...
  • 3/25/2024 12:00:00 AM

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Program Manager 1
  • University of Houston
  • Houston, TX
  • Manages the day-to-day operations of a small or medium-sized university program or department. May supervise staff emplo...
  • 3/24/2024 12:00:00 AM

Pasadena /ˌpæsəˈdiːnə/ is a city in the U.S. state of Texas, within the Houston–The Woodlands–Sugar Land metropolitan area. As of the 2010 U.S. Census, the city's population is 149,043, making it the seventeenth most populous city in the state of Texas, as well as the second-largest city in Harris County. The area was founded in 1893 by John H. Burnett of Galveston, who named the area after Pasadena, California, because of the perceived lush vegetation. The Pasadena Volunteer Fire Department is the largest of all volunteer municipal fire departments in the United States. According to the Unite...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$75,308 to $108,888
Pasadena, Texas area prices
were up 2.3% from a year ago

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