Trust Operations Officer jobs in Washington

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)

N
Trust Officer
  • Northwest Trustee & Management Services, LLC
  • Spokane, WA FULL_TIME
  • 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:

    • Responsible for overseeing trust administration of assigned fiduciary relationships.
    • Responsible for handling non-routine issues relating to specific trusts or beneficiaries, including supervision of personal care and interfacing with the beneficiaries’ professional advisors.
    • Advise the Chief Fiduciary Officer regarding specific trust issues.
    • Provide/gather clear documentation of all transactions and client interactions.
    • Maintain courteous, thoughtful, and empathetic relationship with beneficiaries and their professional advisors.

    New Trust Assignment:

    • Collaborate with Onboarding staff to complete the documentation to properly convey assets to trusts.
    • Effectively work with the Chief Fiduciary Officer to make sure the necessary legal documents are in place for new fiduciary relationships assigned to them.

    Other Duties:

    • Other duties may be added from time to time, and it is important to realize that this is a multifaceted job in a growing company. Therefore, the position requires an ability to be flexible and to meet the challenges of a changing business environment.

    JOB REQUIREMENTS

    • College degree and five (5) years’ experience; or ten (10) years of relevant professional experience.
    • Desirable background includes legal, trust management, and marketing experience.
    • Satisfactory background and credit check.
    • Computer literacy: professional experience with Microsoft programs and ability to learn proprietary software.

    PERSONAL QUALIFICATIONS

    Adherent to our core values:

    • Integrity
    • Professionalism
    • Diligence
    • Compassion

    A proven track record in the following areas:

    • Being a team player relating in a courteous way to clients, vendors and co-workers.
    • Ability to organize tasks, track time, and meet deadlines.
    • Attention to detail.
    • Ability to manage various projects and tasks at the same time and work independently.
    • Ability to relate well with people over the phones and in person.
    • Ability to maintain confidentiality.

    Job Type: Full-time

    Pay: $50,000.00 - $75,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health savings account
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities

    Education:

    • Bachelor's (Preferred)

    Experience:

    • Financial Trust Officers: 5 years (Required)

    Ability to Relocate:

    • Spokane, WA 99208: Relocate before starting work (Required)

    Work Location: In person

  • 3 Days Ago

J
Trust Officer
  • Jobot
  • Kennewick, WA FULL_TIME
  • Trust Officer for Kennewick wealth firm This Jobot Job is hosted by: Ali Mercado Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and sending us your resume. Salary: $80,00...
  • 9 Days Ago

V
Security Officer
  • Veterans Security Operations
  • Puyallup, WA FULL_TIME,PART_TIME
  • Veterans Security Operations (VSO) is actively seeking motivated individuals to join our team of security professionals in various divisions within Washington State. Our commitment to providing top-ti...
  • Just Posted

N
Officer
  • NOAA Commissioned Officer Corps
  • Seattle, WA 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

W
Trust Administrative Assistant
  • Washington State Developmental Disabilities Endowment Trust Fund
  • Olympia, WA FULL_TIME
  • The DD Endowment Trust Fund managed by the Arc of Washington State, a long-standing disability rights advocate nonprofit organization based out of Olympia, WA, seeks an Administrative Assistant to joi...
  • 18 Days Ago

H
Northwest Division Operations Officer
  • HNTB
  • Bellevue, WA FULL_TIME
  • What We're Looking For At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for so...
  • 25 Days Ago

T
Operations Administrator
  • The Judge Group
  • Swedesboro, NJ
  • Aspire Bakeries is a North American baking company with a leadership position in specialty frozen baked goods. Formed fr...
  • 3/28/2024 12:00:00 AM

E
Operations Administrator
  • Equinox
  • New York, NY
  • Company Description OUR STORY Equinox Group is a high growth collective of the world's most influential, experiential, a...
  • 3/28/2024 12:00:00 AM

T
Operations Administrator
  • TRIGO Global Quality Solutions
  • Taylor, MI
  • TRIGO is seeking to fill a Operations Administrator position Taylor, MI. Overall Purpose of an Operations Administrator ...
  • 3/27/2024 12:00:00 AM

A
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

C
Operations Administrator
  • CRSG Construction & Realty Services Group
  • New York, NY
  • Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
  • 3/26/2024 12:00:00 AM

C
Operations Administrator
  • Construction Realty Safety Group (CR Safety)
  • New York, NY
  • Position Overview: The Operations Manager is responsible for overseeing and optimizing various operational activities wi...
  • 3/25/2024 12:00:00 AM

C
Operations Administrative Specialist
  • Cherokee Nation Businesses
  • New Orleans, LA
  • Job Description Operations Administrative Specialist This position requires an active Secret clearance or the ability to...
  • 3/25/2024 12:00:00 AM

M
Operations Administrator
  • Macrena Corporation DBA Everline Coatings and Services Orlando South
  • Orlando, FL
  • Job Description Job Description Current reporting location in Casselberry, planning to move to South Orlando/Kissimmee a...
  • 3/25/2024 12:00:00 AM

Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$79,701 to $115,240

Trust Operations Officer in Davenport, IA
The Senior Trust Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
February 18, 2020
Trust Operations Officer in Rapid City, SD
Smith brings extensive industry experience in Retail Operations, Lending, Business Development, Marketing and Training.
December 13, 2019
Trust Operations Officer in Stockton, CA
His track record includes streamlining operations, maximizing productivity and reducing costs for manufacturing companies in the U.S.
December 15, 2019