Top Trust Operations Executive jobs in Ohio
Top Trust Operations Executive directs the overall policies, practices, and procedures of the trust operations function. Designs and implements operational systems. Being a Top Trust Operations Executive establishes monitoring systems and controls to ensure efficient and accurate operations and to reduce risk. Requires a bachelor's degree. Additionally, Top Trust Operations Executive typically reports to top management. The Top Trust Operations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Trust Operations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Recently Added Top Trust Operations Executive jobs
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 the workflow system. Serves as a subject matter expert and provides guidance to all team members.RESPONSIBILITIES & DUTIES:- Team lead is the first point of contact and escalation for various investment teams including; Precious Metals, Digital Currency and Public Investments
- Provides team direction and makes decisions regarding day-to-day inquiries, call volume levels or processes
- Creates and disseminates weekly phone call schedules to increase and maintain call volumes to ensure superior client experience
- Monitors team workflows, processing and executing work item in response to SLA time frames and team absences
- Responding and contacting escalated clients with an expected outcome to resolve and de-escalated client grievances
- Assists, answers and supports all Investment Team members with questions regarding processing of investments
- Communicates and collaborates with Relationship Managers and other departments to facilitate timely processing and promote process improvement
- Coordinates and monitors signing of documents and communicating status
- Monitors production statistics, quality audits, and NPS performance and escalates to management if numbers are not in accordance with company policies
- Assist and train new members of the investment teams
- Gather data and produce reports on an ad hoc basis
- Perform other duties as assigned
QUALIFICATIONS:- High School Diploma or GED required
- Bachelor’s Degree Preferred
- 1 years of experience in the retirement industry preferred
- 1 years of experience in the financial industry preferred
- Minimum 5 years of experience in a fast-paced, customer-driven environment
PROFESSIONAL CERTIFICATIONS- None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:- Intermediate 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:- Communicates Effectively
- Customer Focus
- Plans & Aligns
- Balances Stakeholders
PHYSICAL DEMANDS/WORK ENVIRONMENTThis 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 ACKNOWLEDGEMENTThe 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. - 1 Day Ago
Dedicated Operations Associate
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote)JOB OVERVIEW:The Dedicated Operations Associate handles all applicable client re...
- 1 Day Ago
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 ...
- 1 Day Ago
Sr. Manager of Investment Operations
- Equity Trust
-
Westlake, OH
FULL_TIME
- This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Senior Manager of Investments leads, develops, and manages a team...
- 1 Month Ago
Marketing Operations Specialist
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period.JOB OVERVIEWThe Marketing Operations Specialist is responsible for all lead support...
- 1 Month 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...
- 29 Days Ago
Top Trust Operations Executive jobs at Popular Companies
Operations Administrator
- Crestwood Technology Group
-
Yonkers, NY
- Job Description Job Description BASIC FUNCTIONS The Operations Administrator contributes to the coordination of the Sale...
- 6/11/2024 12:00:00 AM
Operations Administrator
- Area Wide Protective (AWP)
-
Honolulu, HI
- Company Description AWP Safety is North America's leading traffic control specialist. Our team of 6,500 professionals he...
- 6/10/2024 12:00:00 AM
Operations Administrator
- HirePlace
-
Nashville, TN
- Operations Coordinator HirePlace is hiring a full-time Operations Administrator for a healthcare data organization in Na...
- 6/10/2024 12:00:00 AM
Operations Administrator
- Area Wide Protective (AWP)
-
Santa Ana, CA
- Company Description AWP Safety is North America's leading traffic control specialist. Our team of 6,500 professionals he...
- 6/10/2024 12:00:00 AM
Operations Administrator
- InTrack Investment Management, Inc.
-
South Burlington, VT
- Position Overview: InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the look...
- 6/9/2024 12:00:00 AM
Operations office assistant
- Randstad
-
Midway, GA
- Looking for an office administrative role in Midway, GA? Join this team of hustling, inviting individuals and apply toda...
- 6/8/2024 12:00:00 AM
Operations Administrator
- CRSG Construction & Realty Services Group
-
New York, NY
- Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
- 6/7/2024 12:00:00 AM
Operations Administrator
- TEKsystems
-
Philadelphia, PA
- *Operations Administrator * Philadelphia, PA ($35.00 USD/hour) (Paid Training) *Highlights of the job:* Industry: Custom...
- 6/7/2024 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 Top Trust Operations Executive jobs
$194,273 to $309,425