Trust Manager - Operations jobs in Ohio
Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Trust Manager - Operations jobs
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 (or teams) within the Investments department. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience.
ESSENTIAL FUNCTIONS:- Develops, implements, and improves team processes and procedures
- Identifies opportunities to improve efficiency, quality, and consistency of the team work product
- Reviews and interprets daily/weekly/monthly metrics
- Establishes, monitors, and communicates team and individual productivity targets
- Develops and implements plans to manage daily workflow and meet service and productivity targets
- Hires high-quality, best-fit candidates
- Meets with individual team members monthly to provide feedback on performance
- Implements team and individual training needs and continuing education opportunities
- Prepares and delivers corrective action plans
- Completes quarterly performance appraisals in accordance with ETC guidelines
- Leads special projects
OTHER FUNCTIONS:- Coordinates with Supervisors and Team Leads to establish work schedules and maintain appropriate coverage
- Manages special projects within the team and supports projects and initiatives across the organization
- Assists with the annual budget process
- Forecasts staffing needs and plan accordingly
- Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:- Bachelor’s degree in Finance/Business or equivalent work experience
- Minimum five (5) years of experience in a retirement plan environment
- Supervisory experience managing multiple business units
PROFESSIONAL CERTIFICATION(S):- None required
TECHNICAL SKILLS:- Advanced analytical skills and problem solving capabilities
- Expert level proficiency in Microsoft Office
BEHAVIORAL COMPETENCIES:
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.- Business Acumen
- Decision Quality
- Develops Direct Reports
- Managerial Courage
- Dealing with Ambiguity
- Drive for Results
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role 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, stand, walk, use hands and fingers, and reach with hands and arms. It 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. - 1 Month 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 ...
- 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
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...
- Just Posted
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Operations Manager
- Marriott
-
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General Manager/Operations Manager Needed!
- Signs & Services Company, Inc.
-
Orange, CA
- Job Description Job Description We are seeking a General Manager/Operations Manager to become an integral part of our te...
- 6/8/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Erie, PA
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 6/8/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Palestine, OH
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 6/8/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Akron, OH
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 6/8/2024 12:00:00 AM
Executive Operations Manager
- netPolarity, Inc. (Saicon Consultants, Inc.)
-
Austin, TX
- Job details are Shared below: Job Title: Executive Protection Manager Location: Austin, TX 73301– TRAVEL REQUIRED (Onsit...
- 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 Trust Manager - Operations jobs
$104,497 to $151,980
Most Popular Cities in Ohio for Trust Manager - Operations Jobs
What does a Trust Manager - Operations do?
Trust Manager - Operations in New London, CT
Lori will be responsible for managing operations and compliance in accordance with industry compliance guidelines.
November 27, 2019
Trust Manager - Operations in Orange, CA
Abby is responsible for coordinating the use and efficiency of multiple systems within the Operations and Compliance department.
December 09, 2019
Trust Manager - Operations in Modesto, CA
Responsible for execution of various components of an extensive Asbestos Claims Trust and the management and timely completion of assigned case administration tasks.
December 10, 2019