Trust Operations Team Supervisor jobs in Massachusetts
Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Team Supervisor jobs
Trust Operations Associate
- RightWorks
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Boston, MA
FULL_TIME
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Job Summary:
- The Trust Operations Administrator will be responsible for all phases of the administration of a specific book of assigned estates in accordance with Department and Firm policies and procedures.
- Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate.
- Collects all assets of the decedent and arranges payment of debts of the decedent and federal and state estate taxes, income taxes and other expenses of administration.
- Prepares federal, Massachusetts and other state estate tax returns.
- Participates in federal and/or state estate tax audits with the responsible attorney.
- Arranges for the distribution of the estate assets in accordance with the terms of the estate plan, applicable statutes and/or beneficiary designations, and originates trust-funding plan.
- Prepares probate accountings for estates.
- Consults with the responsible attorney on a continual basis to ensure the attorney is informed on all aspects of the administration and all procedural deadlines are met.
- Establishes and maintains an effective working relationship with the clients, related advisors, and other professionals to obtain and provide information and respond to any concerns or questions.
- Participates in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and colleagues.
- Maintains complete file for each assigned estate.
- Reports to the Estate & Trust Administration Manager the status and issues relating to the administration of their assigned estates.
- Works proactively with others to support efforts within a department or function of the Firm.
- Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
- Maintains current knowledge of trends and developments affecting the area of specialization.
- Uses innovative thinking and exercises sound judgment to achieve results.
- Bachelor’s degree in Finance or related field required or equivalent work experience.
- Solid estate settlement experience.
- Exceptional written, oral, and interpersonal communication skills.
- Proven ability to think quickly in a fast-paced environment. Strong organizational, problem solving and analytical skills.
- Ability to work in a multi-task environment with minimum supervision.
- Proficient use of various software packages, including Excel, Word, Outlook, and PowerPoint. Knowledge of SE2 Trust Accounting System or similar, SEI/SWP, GEMS,
- TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems beneficial.
- The Trust Operations Administrator will be responsible for all phases of the administration of a specific book of assigned estates in accordance with Department and Firm policies and procedures.
- 1 Day Ago
Trust Operations - Disbursements Specialist
- C&M Legal Search, LLC
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Boston, MA
FULL_TIME
- Trust Operations - Disbursements Specialist The Trust Operations – Disbursements Specialist is primarily responsible for the timely and accurate distribution of funds to and for the benefit of clients...
- 2 Months Ago
Trust and Estate Tax Supervisor
- Withum
-
Woburn, MA
FULL_TIME
- Looking to work at a firm that encourages a work life balance and a path to Partnership?Withum, is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Positi...
- 2 Days Ago
Technology and Operations Analyst
- Rockland Trust Career Site
-
Plymouth, MA
FULL_TIME
- This role will report to the Director of IT Operations.
- 30 Days Ago
Branch Operations Specialist I
- Rockland Trust Career Site
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Plymouth, MA
FULL_TIME
- Purpose of Position: Branch Operations Specialist I will report to the Branch Operations Manager and oversee day to day operations requirements including the administration of cash vault processing, b...
- 2 Months Ago
Team leader
- Salisbury NHS Foundation Trust
-
Salisbury, MA
FULL_TIME
- Job summary The Portering and Post Room Services department are looking for a talented, enthusiastic, and experienced Team Leader to deliver an outstanding customer experience, ensuring that an effici...
- 7 Days Ago
Trust Operations Team Supervisor jobs at Popular Companies
FinOps Consultant
- Infosys
-
Raleigh, NC
- Job Description: Infosys is seeking a FinOps Engineer This individual will collaborate with leaders and stakeholders acr...
- 6/11/2024 12:00:00 AM
FinOps Consultant
- Infosys
-
Bridgewater, NJ
- Job Description: Infosys is seeking a FinOps Engineer This individual will collaborate with leaders and stakeholders acr...
- 6/11/2024 12:00:00 AM
FinOps Consultant
- Infosys
-
Phoenix, AZ
- Job Description: Infosys is seeking a FinOps Engineer This individual will collaborate with leaders and stakeholders acr...
- 6/11/2024 12:00:00 AM
Strategic Sales Supervisor
- The Gilman Brothers Company
-
Gilman, CT
- Summary: The Strategic Sales Supervisor is responsible for three major functions within the Commercial team structure. F...
- 6/11/2024 12:00:00 AM
Regional Sales
- Adherex Group
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- Regional Sales Professional Geographic Market Covered: OH, IN, MI, KY Position Type: Full-time in Adherex Packaging Divi...
- 6/11/2024 12:00:00 AM
Presales Manager
- Hanshow
-
Dallas, TX
- About Hanshow: Founded in 2012, Hanshow is a leading provider of digital store solutions serving traditional retail, new...
- 6/11/2024 12:00:00 AM
NDT Technician
- Brooksource
-
Northern, VA
- Non-Destructive Testing (NDT) Engineer Fortune 200 Internet Services & Retail Company Onsite in Northern Virginia: Ashbu...
- 6/11/2024 12:00:00 AM
Production Supervisor
- Oldcastle Infrastructure
-
Colfax, NC
- National Pipe & Plastics, a CRH company, is one of North America’s largest PVC pipe producers, serving the water and ene...
- 6/11/2024 12:00:00 AM
About Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$61,066 to $74,622