Top Trust Operations Executive jobs in Wisconsin

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)

N
Trust Administrator
  • National Exchange Bank & Trust
  • Fond du Lac, WI FULL_TIME
  • Why NEBAT?

    Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

    Position Summary

    As a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.

    Skills & Attributes Needed

    The following skills and attributes are needed to be successful in your banking career as a Trust Administrator:

    • Strong interpersonal skills
    • Excellent communication skills
    • Exceptional attention to detail
    • Ability to work independently as well as collaboratively as part of a team
    • Maintain the highest level of confidentiality and discretion of customer and bank information
    • Aptitude and ability to easily learn new technology and software
    • Ability to quickly re-establish priorities, responding to the changing needs of the department
    • Understanding and application of differences between individual, trust, and IRA accounts
    • Working knowledge of trusts, estate planning, and compliance with administering trust accounts
    • Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette

    Qualifications

    Ideal candidates will possess the following qualifications:

    • Bachelor’s degree in business, finance or related field or an equivalent combination of education and experience is required. A master’s degree is also helpful.
    • Requires a minimum of 3-5 years progressively responsible work experience in trust administration, investments, legal/estate planning, or related area, preferably in Trust division with a bank.
    • Completion of relevant and timely financial industry education, i.e., industry webinars, seminars, and/or related coursework is preferred.

    Benefits Offered

    National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

    • Health, Dental, and Vision Insurance
    • Health Savings Account with Employer Contributions
    • Short and Long Term Disability
    • Employer Paid Life and AD&D Insurance
    • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
    • 401(k) with Employer Match & Profit Sharing
    • Paid Time Off
    • Flexible scheduling & telecommuting options
    • Education Assistance Program
    • Product & Service Discounts & more!
  • 18 Days Ago

F
VP of Personal Trust Administration
  • Fiduciary Partners Trust Company
  • Brookfield, WI FULL_TIME
  • At Fiduciary Partners Trust Company, we believe that clients in need of independent trustee services are best served when their trustee is truly independent. At Fiduciary Partners we do not provide in...
  • 23 Days Ago

M
Executive Director, Operations - GMP Lab
  • myGwork - LGBTQ+ Business Community
  • Middleton, WI FULL_TIME
  • This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ business community. Job DescriptionAt Thermo Fisher Scientific, you'll discover meaningful work that makes a ...
  • 3 Days Ago

P
Trust Officer
  • PremierBank
  • Fort Atkinson, WI FULL_TIME
  • DescriptionSummaryUnder the direction of the VP/Director of Wealth Management, the Trust Officer plays a pivotal role in administering trust accounts while ensuring compliance with trust instruments a...
  • 2 Days Ago

G
Trust Administrator
  • gpac
  • Fond du Lac, WI FULL_TIME
  • Trust Admingpac is looking for for an individual matching the following trust experience, or looking to make the next steps in their respective careers!Under supervision by senior management, and in a...
  • 8 Days Ago

H
Trust Administrator
  • Horicon Bank
  • Berlin, WI FULL_TIME
  • Role Summary: The Trust Administrator is responsible for administering or assisting in the day-to-day administration of trusts, under the direction of the Trust Administration Manager, in accordance w...
  • 12 Days Ago

C
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

A
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

A
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

I
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

R
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

A
Operations Administrator
  • Ascendo Resources
  • Boca Raton, FL
  • Our client is a Loan Portfolio Management and Risk Advisory firm, they are seeking an Operations Administor who will be ...
  • 6/8/2024 12:00:00 AM

W
Operations Administrator
  • Western American Foods
  • Carson City, NV
  • Job Description Job Description Western American Foods is a small company that deals with Frozen Fruit Concentrates. We ...
  • 6/8/2024 12:00:00 AM

C
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

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Operations Executive jobs
$196,259 to $312,589