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Trust Operations Officer jobs in Ohio

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

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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 OVERVIEW
    The 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 COMPETENCIES
    In 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 ENVIRONMENT
    This 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 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 Day Ago
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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
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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
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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
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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
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Senior Trust Officer
  • Bank of America
  • Cincinnati, OH 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...
  • 14 Days Ago
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Trust Operations Officer jobs at Popular Companies

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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
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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
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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
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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
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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
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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
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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
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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
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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 Operations Officer jobs
$73,150 to $105,767

Most Popular Cities in Ohio 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