Trust Operations Officer jobs in Saint Peters, MO
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: - 1 Month Ago
Commercial/Agricultural Loan Officer
- CNB Bank and Trust, N.A.
-
CARROLLTON, IL
FULL_TIME
- Commercial/Ag Loan Officer Join a thriving community bank where customer service and community involvement are valued. We’re seeking a sales-oriented commercial lender with 5 years of commercial lendi...
- 20 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...
- 24 Days Ago
Commercial Lending Officer
- American Bank and Trust
-
Kane, IL
FULL_TIME
- Job Summary: The Commercial Lending Officer is responsible for building and servicing a diversified commercial loan portfolio in their market. Essential Functions and Responsibilities: Collect and ana...
- 2 Months Ago
Mortgage Loan Operations Specialist
- First Mid Bank & Trust
-
Edwardsville, IL
FULL_TIME
- Position: Mortgage Loan Operations Specialist Location: Edwardsville, IL Job Id: 3584 # of Openings: 1 Responsible for various operational aspects of the Mortgage Loan Operations area. When necessary,...
- 6 Days Ago
Operations Assistant Trainee
- CNB Bank and Trust, N.A.
-
JERSEYVILLE, IL
FULL_TIME
- MAJOR RESPONSIBILITIES:• Learn Debit Card Maintenance taskso Process new Debit Card orderso Perform maintenance on Debit Cardso Process CNB Overdraft program dailyo Process returned mailo Balancing re...
- 7 Days Ago
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0 Trust Operations Officer jobs found in Saint Peters, MO area
Restoration Operations Manager
- Voda Cleaning & Restoration of O'Fallon-Wentzville
-
Saint Louis, MO
- Job Description Job Description Restoration General Manager Benefits/Perks Fast Paced Environment Health Benefit Options...
- 5/10/2024 12:00:00 AM
Chief Operating Officer (COO)
- Adorers of the Blood of Christ
-
Saint Louis, MO
- Chief Operating Officer (COO) The Adorers of the Blood of Christ (ASC), a community of Catholic women religious, are see...
- 5/9/2024 12:00:00 AM
Operations Clerk
- Republic Services
-
Bridgeton, MO
- ABOUT THE COMPANY Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide cus...
- 5/9/2024 12:00:00 AM
Office Management_ Staff Officer Support
- S2 Analytical Solutions LLC
-
Arnold, MO
- Overview: Office Management/Staff Officer Support Location: St Louis, MO Experience: 12 years experience and 8 years spe...
- 5/9/2024 12:00:00 AM
Site Admin
- LutechResources
-
Jerseyville, IL
- At Lutech Resources, we thrive by making you successful. On any given day, more than 3,000 individuals go to work at Lut...
- 5/7/2024 12:00:00 AM
Quality Assurance Manager
- LanceSoft
-
Chesterfield, MO
- Job Description: Repost 30805 (Please DO NOT submit previously actioned candidates, they will automatically be disqualif...
- 5/7/2024 12:00:00 AM
Chief Administrative Officer
- CHADS COALITION FOR MENTAL HEALTH
-
Saint Louis, MO
- Job Description Job Description CHADS Coalition for Mental Health is a non-profit organization whose mission is to save ...
- 5/6/2024 12:00:00 AM
FT Customer Service Representative - Work From Home>
- Shinola
-
Saint Peters, MO
- [Customer Support / Retail Sales / Fully Remote] - Anywhere in U.S. / Competitive pay / M-F 9a-5p EST - As a Customer Se...
- 5/6/2024 12:00:00 AM
About Saint Peters, Missouri
St. Peters is a city in St. Charles County, Missouri, United States. The 2010 census showed the city's population to be 52,575, tied for 10th place in Missouri with Blue Springs.
Interstate 70 passes through the city, providing a major transportation link. In 2008, St. Peters was named the 60th best place to live by Money magazine, putting it at the top in the state of Missouri. It also ranked in Money magazine's Top 100 in 2010 and 2012.The "Rec-Plex" in St. Peters is an award-winning recreation and fitness complex that underwent an $18.5 million expansion in 2007. The city also hosts the cou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$72,456 to $104,761
Saint Peters, Missouri area prices
were up 0.7% from a year ago
were up 0.7% 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