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)
Job Description: Trust Officer
RESPONSIBILITIES
As part of the Northwest Trustee Team, the Trust Officer is responsible for the general administration of trusts, estates, guardianships, and other fiduciary relationships of Northwest Trustee & Management Services, LLC. The Trust Officer needs to enjoy people and be able to personally interact in a gracious, yet firm manner with all trust beneficiaries and their professional advisors. The Trust Officer must be a self-starter and realize the importance of quick and accurate work to meet the various deadlines of each trust.
DUTIES
Trust Administration:
New Trust Assignment:
Other Duties:
JOB REQUIREMENTS
PERSONAL QUALIFICATIONS
Adherent to our core values:
A proven track record in the following areas:
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Education:
Experience:
Ability to Relocate:
Work Location: In person