Trust Operations Team Supervisor jobs in Colorado

Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Trust and Investment Operations Supervisor
  • First Western Financial, Inc.
  • Denver, CO FULL_TIME
  • First Western is seeking an Trust and Investment Operations Supervisor to join our team!

    Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

    As a Trust and Investment Operations Supervisor at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Trust and Intevestment Operations team to deliver comprehensive solutions that exceed client expectations.

    If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

    What You Will Do:

    • Performs very complex operational support duties and acts as a subject matter expert for the broad scope of the department's core operational processes and procedures. Provides oversight for the department for the timely and accurate execution of individual tasks.
    • Participates in the process of compiling and disseminating the information for both trust and non-trust investment management accounts.
    • Trains associates on established policies and procedures. Ensures that all policies and procedures are adhered to as defined by management.
    • Ensures that processes are sufficiently documented and facilitates the periodic updating of desktop procedures.
    • Collaborates with peers, management and/or internal business unit representatives as appropriate to identify and/or lead the implementation of process improvement initiatives. Drives continuous improvement via the analysis of established processes for opportunities to better mitigate risk, processing time, and/or team culture.
    • Provides department-level support to the broad organization, acting as a point of escalation and interacting with internal leaders to produce solutions and/or results.
    • Provides direct team supervision to a team of 4-6 associates. Performs leadership tasks such as individual goal setting and performance assessment. Delivers effective performance and career coaching in the form of periodic one on one sessions and/or action plans.
    • Responsible for the oversight of all functions related to fee processing, tax form processing, and other administrative processing
    • Participates in the documentation of controls and preparation of audit documentation. Acts as first line monitor for the consistent adherence to key control measures.

    What You Bring:

    • Intermediate-level familiarity with Microsoft Office Applications (Word, Excel).
    • Ability to communicate clearly to various levels within the organization.
    • General knowledge and understanding of the investment and/or trust administration industries is required.
    • Strong social and emotional intelligence skills and ability to influence others effectively is required.
    • Strong analytical and problem solving skills.
    • Resiliency and ability to work in a highly time-sensitive environment.
    • Adaptability and comfort with change.

    Education Level Education Details Required/Preferred
    Bachelor's Degree Business administration, finance or accounting (or equivalent experience) Required

    Experience Level Experience Details Required/Preferred
    3-5 years Trust operations, investment operations, and/or financial services Required
    1-3 years Supervisory Experience Required

    What You Receive:

    At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

    Pay Range: $71,000 - $107,000/YR

    Job Classification: Full-Time Exempt

    *Actual offer will be based on experience, location, education, and/or skills*

    - Strong Bonus Potential
    - 401(k) Plan with Match
    - Paid Parking/Transportation Benefits
    - Access to Training & Professional Development Programs
    - Sponsorship for Obtaining Professional Certifications
    - Flex Spending Accounts
    - Health Savings Account
    - Health & Wellness Benefits
    - Paid Time-Off Bank Holidays

    Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

    Questions? Contact us at Talent.Management@myfw.com

    First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

    Region A Pay Range

    Pay Range
    $71,000-$107,000 USD

    First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran

     

  • 3 Days Ago

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Trust Operations Specialist - Resignations
  • Pacific Premier Trust
  • Denver, CO FULL_TIME
  • The Resignations Specialist has a primary responsibility to analyze and process transactions related to asset and account resignations. This position requires a close working relationship with support...
  • 3 Days Ago

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(DEN) Dispatch Supervisor, Hub Services
  • OPERATIONS - Operations
  • Denver, CO FULL_TIME
  • United Ground Express (UGE), a wholly owned subsidiary of United Airlines, supports airline customers and flights at many airports across the United States. We assist customers from the moment they ar...
  • Just Posted

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Trust Operations Specialist - Resignations
  • Pacific Premier Bank
  • Denver, CO FULL_TIME
  • DescriptionThe Resignations Specialist has a primary responsibility to analyze and process transactions related to asset and account resignations. This position requires a close working relationship w...
  • 3 Days Ago

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Trust Operations Specialist - Resignations
  • Opportunities
  • Denver, CO FULL_TIME
  • The Resignations Specialist has a primary responsibility to analyze and process transactions related to asset and account resignations. This position requires a close working relationship with support...
  • 5 Days Ago

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Sr Trust Securities Operations Specialist
  • Pacific Premier Bank
  • Denver, CO FULL_TIME
  • DescriptionThe Asset Onboarding Sr. Specialist - PP Trust has a primary responsibility to analyze and process private equity and real estate onboarding activities. The team is tasked with providing ri...
  • 1 Month Ago

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Technology Support Manager
  • CrossFirst Bank
  • Leawood, KS
  • With over $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their famili...
  • 3/29/2024 12:00:00 AM

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Project Sales Executive - Fire/Alarms/Sprinkler
  • Career Staffing Talent
  • Career Staffing Talent (CST) has partnered with a US-based, growing national fire and safety company to help expand its ...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Cetera Investment Services LLC
  • Slidell, LA
  • Cetera Investment Services is searching for a Financial Advisor for: Hancock Whitney Financial Consultants located at Ha...
  • 3/29/2024 12:00:00 AM

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Senior Underwriter
  • Old Republic General Insurance Group
  • ORE&S – SENIOR UNDERWRITER - PROPERTY BROKERAGE About Old Republic: Old Republic International Corporation traces its be...
  • 3/29/2024 12:00:00 AM

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Plant Maintenance Trainer
  • Vulcan Materials Company
  • Build Your Career. Build America’s Future. Vulcan Materials Company is the nation’s largest producer of construction agg...
  • 3/29/2024 12:00:00 AM

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Financial Controller
  • Pinnacle Search Partners
  • Nashville, TN
  • The Financial Controller will lead through transformation initiatives, aimed at developing a best-in-class accounting or...
  • 3/29/2024 12:00:00 AM

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Shipping and Receiving Specialist
  • Vulcan Materials Company
  • Birmingham, AL
  • Location: Birmingham, AL (100% onsite) Build Your Career. Build America’s Future. Vulcan Materials Company is the nation...
  • 3/29/2024 12:00:00 AM

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Senior Underwriting Director
  • Old Republic General Insurance Group
  • ORE&S – SENIOR UNDERWRITING DIRECTOR - PROPERTY BROKERAGE About Old Republic: Old Republic International Corporation tra...
  • 3/29/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$56,314 to $68,816