Trust Operations Team Supervisor jobs in Ohio
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)
Recently Added Trust Operations Team Supervisor jobs
Supervisor, Investment Operations
- Equity Trust
-
Westlake, OH
FULL_TIME
-
JOB OVERVIEWThe Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.RESPONSIBILITIES & DUTIES
- Directly responsible for multiple investment teams as determined by Senior Manager
- Confirms accuracy, consistency and implements improvement to departments processes and procedures
- Validates internal audit findings and address risks or training opportunities accordingly
- Develops and implements plans to manage daily workflow and meet service productivity targets
- Ensures all functions are performed in accordance with departmental procedures
- Reviews and interprets daily, weekly, and monthly metrics
- Coaches, mentors, and provides feedback on career mobility and performance with direct reports periodically
- Partners with the various lines of business to create efficiencies, mitigate client escalations, enhance the process, and implement improvements across the organization
- Collaborates with appropriate departments on system enhancements, test cases and plans; in addition, provides direction to team and verifies results
- Cultivates relationships and communicates with internal and external partners
- Assists as needed with escalated requests
- Updates procedures and ensures team members are educated regarding changes
- Ensures proper staffing for coverage including hiring, coaching, and training new associates
- Perform other duties as assigned
QUALIFICATIONS- High School Diploma or GED required
- Associate degree in Arts/Science preferred
- Minimum 2 years of experience in retirement industry
- Minimum 5 years of experience in a fast paced, customer driven environment
PROFESSIONAL CERTIFICATIONS- None required
TECHNICAL SKILLSTo be successful in this role, you should have experience with and an understanding of the following:- Expert level proficiency in Microsoft Office
CULTURAL COMPETENCIESIn addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:- Business Insight
- Develops Talent
- Plans & Aligns
- Instills Trust
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin. - 10 Days Ago
Investments Operations Team Lead
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office and is eligible for a hybrid remote schedule.JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and ...
- 8 Days Ago
Team Lead - Investment Operations
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and th...
- 2 Months Ago
Customer Service/Operations Supervisor (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- JOB SUMMARY: The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focuse...
- 6 Days Ago
Account Services & Transfers Operations Supervisor (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- JOB SUMMARY: The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focuse...
- 16 Days Ago
Operations Supervisor
- PERFORMANCE TEAM
-
Fairfield, OH
OTHER
- Job Details Job Location: 296 Fairfield OH - Fairfield, OH Position Type: Full Time Salary Range: Undisclosed Who We AreAs a company, we promote a culture of honesty and integrity, and value the trust...
- 3 Days Ago
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-
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-
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-
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Manager, Environmental, Health & Safety (EHS) – Universal Epic Universe
- 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...
- 4/24/2024 12:00:00 AM
Commercial Lines Operations Coordinator
- Poms & Associates
-
Calabasas, CA
- We are looking for a Commercial Lines Operations Coordinator At Poms & Associates, our collective knowledge and experien...
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Field Safety Manager (Fayetteville, GA)
- Allison Smith Company LLC
-
Atlanta, GA
- Work Type. In-Person Pre-Employment Requirements. Drug Screen and Background Check Job Description. Allison-Smith Compan...
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Financial Advisor
- Cetera Investment Services LLC
-
Baton Rouge, LA
- Cetera Investment Services is searching for a Financial Advisor for: Hancock Whitney Financial Consultants located at Ha...
- 4/24/2024 12:00:00 AM
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$54,626 to $66,754