Trust Operations Officer jobs in the United States

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)

G
Trust Operations Officer
  • Guaranty Bank and Trust NA
  • Texarkana, 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)

  • 16 Days Ago

F
Trust Operations Officer
  • Fidelity Bank & Trust
  • Dubuque, IA FULL_TIME
  • Description Join our dynamic team as a Trust Operations Officer and become a vital part of a reputable organization dedicated to delivering exceptional financial services. We pride ourselves on foster...
  • 1 Month Ago

G
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 v...
  • 1 Month Ago

T
Trust Officer
  • Trident Trust
  • Sioux Falls, SD FULL_TIME
  • Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire ...
  • 18 Days Ago

C
Trust Operations Officer
  • Central National Bank
  • Junction, KS FULL_TIME
  • Position Description: ROLE: To assist trust officers in administering trusts. POSITION FUNCTIONS: Provide operational support to the Trust Officers. Reconcile Mutual Funds, GL, and bank accounts. Resp...
  • 2 Days Ago

G
Operations Officer
  • GULF COAST BANK & TRUST
  • Covington, LA FULL_TIME
  • DescriptionSummaryThe Operations Officer performs Universal Banker duties and oversees day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented securi...
  • 13 Days Ago

D
Strategy Office Operations Administrator
  • Draper Laboratory
  • Reston, VA
  • Overview Draper is an independent, nonprofit research and development company headquartered in Cambridge, MA. The 2,000+...
  • 3/28/2024 12:00:00 AM

J
Facilities Program Operations Administrator
  • Johns Hopkins Applied Physics Laboratory
  • Laurel, MD
  • Description We are seeking a Facilities Program Operations Administrator to provide security support to a complex multi-...
  • 3/28/2024 12:00:00 AM

L
Chief Operating Officer
  • Lawyers' Committee for Civil Rights Under Law
  • Washington, DC
  • Chief Operating Officer Washington D.C. NOTE: Robert Half is leading this recruitment, If interested, please contact one...
  • 3/28/2024 12:00:00 AM

S
Entry Level Operations Administrator
  • Sales Focus Inc.
  • Columbia, MD
  • Sales Focus Inc., a global leader in Sales Outsourcing, is looking for an Operations Administrator to join our team. The...
  • 3/25/2024 12:00:00 AM

C
Technical Operations Officer
  • CIA
  • Mc Lean, VA
  • Technical Operations Officers provide technical support in a range of areas, including digital and satellite communicati...
  • 3/25/2024 12:00:00 AM

T
Tax Operations Administrator | Temporary
  • The Ford Agency
  • Bethesda, MD
  • The Ford Agency has partnered with a nationally recognized, full-service CPA firm looking for a temporary Administrator ...
  • 3/24/2024 12:00:00 AM

C
Chief Operating Officer
  • Colorectal Cancer Alliance
  • Washington, DC
  • TITLE: Chief Operating Officer, Colorectal Cancer Alliance ORGANIZATION: Colorectal Cancer Alliance LOCATION: Flexible, ...
  • 3/24/2024 12:00:00 AM

L
Staff Operations Officer
  • Leidos
  • Reston, VA
  • Description Leidos is seeking Staff Operations Officers to support a client’s operational requirements in a challenging,...
  • 1/8/2024 12:00:00 AM

Income Estimation for Trust Operations Officer jobs
$74,286 to $107,410