Trust Operations Officer jobs in Delaware
Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Officer jobs
Trust Officer
- WSFS Bank
-
Greenville, DE
FULL_TIME
-
Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Trust Officer will be responsible for daily administration of personal trust accounts of moderate to high complexity, profile, and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will manage personal accounts and relationships; in conjunction with Team Leader, together ensuring completion of all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts.
Job Responsibilities:- Knowledge of Delaware trust laws and statutes.
- Adherence to client selection process.
- Professionally communicate with clients, advisors, referral sources, and internal associates.
- Maintain close communication with clients, outside advisors, and internal associates by telephone, email, and correspondence.
- Manage personal trust accounts and relationships, including those of high-net worth individuals.
- Compliance and legal projects as required.
- Support other duties that may arise from time-to-time.
- Provide internal and external (client) communications, including participation in client meetings.
- Bachelor's degree or equivalent work experience is required; CTFA or matriculating toward, or equivalent designation preferred.
- Minimum of five (5) years’ experience in trust or trust-related financial or other client focused services. Proficiency in MS Office and FIS Addvantage or similar trust accounting systems.
- Must possess an intellectual curiosity and passion to succeed.
- Must have analytical and problem-solving skills.
- Must be detail orientation and the ability to communicate effectively with internal and external clients. Must have experience with trust and accounting recordkeeping systems and trading systems.
- Must have technical expertise in accessing trade and confirm information from third party websites.
- Must have strong organizational and interpersonal skills.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. - 8 Days Ago
Trust officer
- Bank of America
-
Wilmington, DE
FULL_TIME
- Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we del...
- 20 Days Ago
Delaware Trust Administrative Officer II
- Bank of America
-
Wilmington, DE
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 6 Days Ago
Delaware Trust Administrative Officer I
- Bank of America
-
Wilmington, DE
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 1 Month Ago
Senior Team Manager, Senior Trust Officer
- Charles Schwab Inc.
-
Wilmington, DE
FULL_TIME
- Your Opportunity The Senior Team Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assig...
- Just Posted
Operations Officer
- City National Bank
-
Newark, DE
FULL_TIME
- OPERATIONS OFFICER WHAT IS THE OPPORTUNITY?Reconciliation performance and support for lines of business across Banking and Investment Services including Payment Operations, Capital Market Operations, ...
- 21 Days Ago
Trust Operations Officer 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
- 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
Trust Operations Officer
- South Dakota Trust Company LLC
-
Sioux Falls, SD
- Due to growth and a commitment to customer service, South Dakota Trust Company is seeking a full-time Trust Operations O...
- 6/7/2024 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 Delaware
Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$75,918 to $109,768
Most Popular Cities in Delaware for Trust Operations Officer Jobs
What does a Trust Operations Officer do?
Trust Operations Officer in Davenport, IA
The Senior Trust Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
February 18, 2020
Trust Operations Officer in Rapid City, SD
Smith brings extensive industry experience in Retail Operations, Lending, Business Development, Marketing and Training.
December 13, 2019
Trust Operations Officer in Stockton, CA
His track record includes streamlining operations, maximizing productivity and reducing costs for manufacturing companies in the U.S.
December 15, 2019