Trust Operations Officer jobs in Iowa
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
- CBI Bank & Trust
-
Muscatine, IA
FULL_TIME
-
Description
GENERAL DESCRIPTION:
This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships.
Key Accountabilities- Will perform daily activities related to the administration and maintenance of personal trust, investment management and probate relationships.
- Respond timely to client inquiries and complete special projects for clients as necessary.
- Prepare necessary documents to open and maintain account compliance.
- Develop and maintain relationships with attorneys.
- Work with Investment Officer to provide appropriate investment services for clients.
- Depending on experience and ability, other responsibilities and titles may come with the position.
- Sales responsibilities depending on final title.
POSITION REQUIREMENTS:- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Capability to write reports, business correspondence, and procedure manuals.
- Experience in effectively presenting information and responding to questions from groups of managers, clients, customers, and the public.
- Skill to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
- Need to be able to understand investment and estate planning principals.
- Understand and can use Microsoft Excel and Microsoft Word.
- Bachelor’s degree from four-year college or university and four to six years of related experience and/or training, or equivalent combination of education and experience required.
- Must have a valid Driver’s License in order to meet with Trust clients outside of the Downtown office when required.
- 7 Days Ago
Senior Trust Officer
- Bankers Trust
-
Des Moines, IA
FULL_TIME
- Job Brief Responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding administ...
- 25 Days Ago
Trust Investment Officer
- Cedar Rapids Bank & Trust
-
Rapids, IA
FULL_TIME
- Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
- 1 Month Ago
Trust Operations Specialist
- First Community Trust, N.A.
-
Dubuque, IA
FULL_TIME
- Why First Community Trust (FCT)?We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first.FCT is a nationally chartered trust co...
- 1 Day Ago
Trust Operations Specialist
- First Community Trust
-
Dubuque, IA
PER_DIEM
- Why First Community Trust (FCT)? We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust ...
- 11 Days Ago
Trust Officer
- Clinton National Bank
-
Clinton, IA
FULL_TIME
- **Job Summary:** We are seeking a n experienced Trust Officer to join our team. The ideal candidate will have a strong background in the administration and maintenance of personal trust, probate, inve...
- 5 Days Ago
Trust Operations Officer jobs at Popular Companies
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...
- 6/12/2024 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...
- 6/12/2024 12:00:00 AM
Operations Administrator
- Calculated Hire
-
Auburn Hills, MI
- Operations Administrative Specialist 1 Auburn Hills, MI – Onsite $20-$23/Hour DOE 6 Month Contract with strong opportuni...
- 6/12/2024 12:00:00 AM
Operations Administrator
- Aegion
-
Poway, CA
- Underground Solutions is looking for an experienced Operations Administrator. Underground Solutions, Inc., a subsidiary ...
- 6/12/2024 12:00:00 AM
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
- 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
About Iowa
Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north.
In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$71,580 to $103,496
Most Popular Cities in Iowa 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