Trust Operations Team Supervisor jobs in Delaware

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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Team Lead Trust and Estate Administration
  • City National Bank
  • Wilmington, DE FULL_TIME
  • TEAM LEAD TRUST AND ESTATE ADMINISTRATION 

     

    WHAT IS THE OPPORTUNITY?
    Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division's objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Typically have ten or more years of experience. Administers own full book of accounts.

     

     

     

    What you will do
    • Manage/handle the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust.
    • Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine duties and responsibilities of the company.
    • Approve, maintain and negotiate as necessary desirable fee schedules and charges for trust and investment services.
    • Ensure all tax liabilities and obligations of accounts are met.
    • Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines and policies.
    • Establish client specific investment strategy in conformance with CNB guidelines and policy.
    • Assure that trust policies, programs and procedures coincide with division and bank objectives
    • Stay abreast of new developments pertaining to trust regulation, market strategies and
    • competitive positioning.
    • Interface with executive and senior level management within the Bank as well as private
    • bankers, team leaders on trust
    • and investment management sales related issues, processes and activities.
    • Develop and retain personal trust and investment management business by maintaining professional and community contacts.
    • Assist in the development of new relationships through internal sources, from referrals,
    • and through personal community involvement. Help create opportunities to develop and
    • promote ideas to win new business and cross sell to existing clients.
    • Establish and attend sales calls with clients and prospects.
    • Ensure that relationship plans have been created and are implemented.
    • Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration of trust accounts and maintains appropriate workloads for trust account administrators.
    • Conducts performance appraisals.
    • Make hiring, terminations and employee related decisions.
    • Effectively coaches to ensure sound sales approaches are being exercised, proper account administration is being followed
    • Develop and motivate staff
    • Ensure that account terminations and distributions comply with terms of the governing document
    • Follow appropriate Reg. 9 process and other bank policies and procedures
    • Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications

    Must-Have*

    • Bachelor's Degree
    • Minimum 7 years of experience in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts required
    • CTFA - Certified Trust Financial Advisor

    Skills and Knowledge

    • Ten plus years in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.
    • Must possess comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles.
    • Trust Certification (CTFA) is desired.
    • Proficient with Microsoft Office (Word, Excel & PowerPoint).
    • Must possess demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients.
    Compensation
    Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

    *To be considered for this position you must meet at least these basic qualifications
    The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

     

    Benefits and Perks
    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.

     

    INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
    City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'

     

    ABOUT CITY NATIONAL
    We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
     

    #CA-DN1

  • 23 Days Ago

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Trust Administration Assistant
  • Commonwealth Trust Company
  • Wilmington, DE FULL_TIME
  • This position is responsible for providing administrative support to the Trust Administration Department. The position requires superior attention to detail and organizational skills. The responsibili...
  • 3 Days Ago

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Sales and Operations Trainee - S.T.E.P.
  • Walters Recruiting Team
  • Newark, DE FULL_TIME
  • Empower your Future at USESIU.S. Electrical Services, Inc. is the country’s largest independent electrical wholesale distributor comprised of 14 regional businesses, over 100 years of experience, and ...
  • 10 Days Ago

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Janitorial supervisor
  • Mid-Atlantic Services A-Team Corporation
  • Seaford, DE FULL_TIME
  • Looking for a motivated candidate for an open Supervisor position in Sussex County. This position pays $16-$18 per hour. Hours MAY change depending on specific requirements but will typically be Monda...
  • 1 Month Ago

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Operations Supervisor
  • CVS Health Retail
  • Newark, DE FULL_TIME
  • An Operations Supervisor is a key leader supporting the CVS Store Management team in planning and driving store execution and performance while building consumer loyalty to CVS/pharmacy through a focu...
  • 10 Days Ago

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Operations Supervisor
  • CVS Health Retail
  • Lewes, DE FULL_TIME
  • An Operations Supervisor is a key leader supporting the CVS Store Management team in planning and driving store execution and performance while building consumer loyalty to CVS/pharmacy through a focu...
  • 10 Days 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

Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$56,938 to $69,579