Trust Operations Team Supervisor jobs in Kansas

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 Operations Associate I - Securities Specialist
  • COREFIRST BANK & TRUST
  • Topeka, KS FULL_TIME
  • Description

    Hours:

    • 7am – 4pm with the ability to flex around the core hours of 8am – 3pm
    • Additional days and hours could be required, especially during times of high transactional volume
    • Overtime required upon notification by management

    Role:

    The Trust Operations Associate I – Securities Specialist is responsible for the accurate and timely accounting of the investable assets held by the company’s Trust clients. Securities Accounting includes, but is not limited to, ensuring securities transactions are appropriately authorized, confirmed, executed and subsequently recorded accurately and timely in the Trust Accounting System. The Associate is responsible for calculating the daily cash settlement requirements and for requesting incoming and outgoing settlement wires.  

    Essential Functions & Responsibilities:

    • Responsibilities also include monitoring and posting maturities and/or calls, posting periodic principal and interest payments, as well as ensuring appropriate allocation and posting of other investment income (i.e. dividends) and expenses to client accounts. 
    • Responsible for ensuring mutual fund trade orders are submitted daily according to published cut-off schedules. 
    • Serves in a “back-up” capacity to other departmental positions as necessary and supports the Trust Department Investment Officer as requested.

    Core Duties & Responsibilities

    • Follows the Company’s established policies and procedures
    • Serves as the departmental expert in trade processing and is responsible for obtaining an in-depth understanding of securities operations and the functionality within the core Trust Accounting System
    • Conducts all interactions with internal and external customers in accordance with The CoreFirst Way

    Trade Processing & Reconcilement

    • Performs daily operational duties, such as monitoring trade activity and ensuring trades are executed as authorized, including monitoring and authenticating 3rd party trades settling through the Banks custodian (i.e. “ad-hoc” arrangements)
    • Reconciles Daily Transaction Reports of third-party custodians to the Trust Accounting System records
    • Monitors preliminary and final settlement reports from the custodian and reconciles to internal supporting documentation
    • Retrieves, validates and uploads external source data into the Trust Accounting System
    • Ensures all trades are appropriately authorized, confirmed/affirmed and processed according to internal procedures
    • Calculates the Daily Cash Settlement needs by custodian and ensures outgoing and incoming wire transfers are requested and processed timely and accurately
    • Monitors and resolves unsettled, erroneous/failed trades or other similar exceptions and reports to the proper level of management

    Securities Accounting and Reconcilement

    • Posts periodic Principal and Interest Payments received on client securities
    • Reconciles and posts dividend and interest receipts to the Trust Accounting System; identifies and resolves discrepancies
    • Processes and posts calls and maturities
    • Processes and posts reinvested dividends and capital gain transactions
    • Processes Treasury Auctions

    Forecasting and Analysis

    • Uses Excel-based modeling and data analysis to forecast investment income and proactively monitors projections provided by the custodian to information available in the Trust Accounting System to identify early indicators of erroneous postings and to correct anticipated issues prior to transaction posting

    Quality Assurance and Internal Control Responsibilities

    • Ensures that relevant regulations pertaining to trade and broker recordkeeping, confirmations and other pertinent requirements are adhered to within the scope of Trust Operations’ responsibilities
    • Ensures the operational effectiveness of trading control functions required under 12CFR208.24
    • Obtains monthly trade audit information to substantiate competitive bidding
    • Supports the Annual External Trust Audit and periodic Regulatory Trust Examination by providing documentation as requested by the auditor/examiner and providing support as necessary

    Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


    Requirements

    Education:

    • High school diploma or equivalent required
    • Bachelor’s Degree in Business or a related field preferred

    Experience:

    Preferred Experience

    • Previous Trust and banking experience
    • 2 years Trust Operations experience, specifically in Securities Operations 
    • Experience with TrustRite, Trust Accounting System

    Licensure:

    • Upon hire, successful completion of various Schools of Trust or Securities Operations will be required

    Skills & Abilities:

    Required Skills

    • Excellent organizational skills, including the ability to prioritize work and multi-task
    • Ability to handle a heavy volume of work
    • Willingness to establish and maintain effective working relationships through a high level of interpersonal skills
    • Exceptional communication skills, both written and verbal, that can be demonstrated with internal and external clients
    • Ability to manage multiple projects simultaneously
    • Ability to solve practical problems and deal with multiple variables in situations with limited guidance
    • Preferred Skills and Abilities
    • A general understanding of Trust and Securities Operations Regulations
    • A strong fundamental understanding of Investable Securities and Securities Operations

    Competencies:

    • Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
    • Career minded, willingness to achieve the next level
    • Ability to solve practical problems and deal with multiple variables in situations with limited guidance
    • Detail oriented with a high level of accountability for accuracy
    • Intermediate Tier Microsoft Office - Excel skill (pivot tables/charts, nested logical/IF formulas, multiple criteria lookups, arrays)
    • Strong personal drive and initiative, demonstrated work ethic, and ability to work independently and as a team

    Physical: Requirements:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

    While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort required.

    Travel:

    Travel is primarily local during the business day, although some local evening and weekend travel may be expected.  

    Work Environment:

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

    Other:

    • Applicants must pass a drug screen and background checks
    • Internal applicants must meet the minimum requirements of their current job and submit a cover letter and resume via the employee portal

    Employment Practices:

    CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

  • 21 Days Ago

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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

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Trust Operations Officer (Full-Time)
  • 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...
  • 19 Days Ago

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Warehouse Supervisor
  • Keystone Automotive Operations, Inc.
  • Kansas, KS FULL_TIME
  • Warehouse Supervisor Your Role with Keystone Automotive Operations Keystone Automotive Operations, Inc. is currently looking to hire a Warehouse Supervisor for our Kansas City, KS location! If you are...
  • 23 Days Ago

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Trust Officer
  • COREFIRST BANK & TRUST
  • Topeka, KS FULL_TIME
  • DescriptionRole:Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of custome...
  • 18 Days Ago

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Hourly Team Member-Silo
  • Silo Restaurant Operations Llc
  • Lenexa, KS FULL_TIME
  • Server/Bartender - This can include Pool Server, The Turn Server, East Patio Membership Server, Patio and Dining Room Server Familiarizing guests with menu and daily specials Accurately recording food...
  • 15 Days Ago

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FinOps Consultant
  • Infosys
  • Raleigh, NC
  • Job Description: Infosys is seeking a FinOps Engineer This individual will collaborate with leaders and stakeholders acr...
  • 3/28/2024 12:00:00 AM

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FinOps Consultant
  • Infosys
  • Bridgewater, NJ
  • Job Description: Infosys is seeking a FinOps Engineer This individual will collaborate with leaders and stakeholders acr...
  • 3/28/2024 12:00:00 AM

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Aviation Sales Account Coordinator
  • Regional Airline Support Group
  • Coral Springs, FL
  • Job Title: Aviation Sales Account Coordinator Company: Regional Airline Support Group Location: Coral Springs, FL Candid...
  • 3/28/2024 12:00:00 AM

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Loan Review Specialist
  • BAFS
  • Monroe, LA
  • Job purpose To provide an objective appraisal to credit union management of Member Business Loans and applications for c...
  • 3/28/2024 12:00:00 AM

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Manager, EHS - Ergonomics
  • Universal Orlando
  • Orlando, FL
  • Universal Orlando Resort believes in-person collaboration is key to our success. Many of our Team Members work in a hybr...
  • 3/28/2024 12:00:00 AM

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FinOps Consultant
  • Infosys
  • Phoenix, AZ
  • Job Description: Infosys is seeking a FinOps Engineer This individual will collaborate with leaders and stakeholders acr...
  • 3/28/2024 12:00:00 AM

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Sales Account Manager - GMF Market
  • KraftPowercon
  • Alpharetta, GA
  • Kraftpowercon Inc is looking for a Sales Account Manager to work closely with our General Manager to identify potential ...
  • 3/28/2024 12:00:00 AM

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Breast Health Screening Navigator - Southeast Missouri
  • Gateway to Hope
  • Cape Girardeau, MO
  • Breast Health Screening Navigator Southeast Missouri Position Overview GTH (GTH) is a growing 501c3 nonprofit organizati...
  • 3/28/2024 12:00:00 AM

Kansas /ˈkænzəs/ (listen) is a U.S. state in the Midwestern United States. Its capital is Topeka and its largest city is Wichita, with its most populated county being Johnson County. Kansas is bordered by Nebraska on the north; Missouri on the east; Oklahoma on the south; and Colorado on the west. Kansas is named after the Kansa Native American tribe, which inhabited the area. The tribe's name (natively kką:ze) is often said to mean "people of the (south) wind" although this was probably not the term's original meaning. For thousands of years, what is now Kansas was home to numerous and divers...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$53,075 to $64,858