Top Trust Operations Executive jobs in Texas
Top Trust Operations Executive directs the overall policies, practices, and procedures of the trust operations function. Designs and implements operational systems. Being a Top Trust Operations Executive establishes monitoring systems and controls to ensure efficient and accurate operations and to reduce risk. Requires a bachelor's degree. Additionally, Top Trust Operations Executive typically reports to top management. The Top Trust Operations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Trust Operations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Recently Added Top Trust Operations Executive jobs
Brokerage Operations Associate
- Equity Trust
-
Dallas, TX
FULL_TIME
-
*This position is based out of our Dallas, TX office but eligible for a hybrid remote schedule.JOB OVERVIEW
The ETC Brokerage Operations Associate role provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, and establishment and servicing of investment accounts. The role includes a multitude of processing functions from the opening of an account to the transfer of assets, depositing of funds, and maintenance of standard and non-standard asset types.RESPONSIBILITIES & DUTIES- Reviews required elements and performs a variety of transactions to establish and maintain accounts and investments, including the transfer of assets, cash movement, corporate actions, and processing of non-standard asset investments
- Onboards new clients including the collection of necessary documentation and screening of new accounts
- Communicates with vendors and third parties to ensure processes are functioning properly and are completed
- Processes asset movement requests and daily settlement wires
- Researches and resolves issues and discrepancies in accounts as they arise
- Responds to inquiries from internal and external sources via e-mail and telephone
- Adheres to department service level agreement for all processes
- Collaborates with Sales, Product Development and Service to satisfy client needs and requests
- Identifies and provides recommendations for process improvements, as needed
- Generates reports on daily work volumes
- Completes projects as requested
- Performs other duties as assigned
QUALIFICATIONS- One to two (1-2) years of experience in customer service or Operations environment, preferably in a financial services company
- Bachelor’s Degree in Business, Finance, or related field preferred
- Demonstrates the ability to handle multiple responsibilities and functions
- Has analytical skills, active listening, professionalism and is results-driven
- Knowledge and experience of retirement and taxable account types preferred
PROFESSIONAL CERTIFICATIONS- None required
TECHNICAL SKILLS- Data Entry
- Intermediate level proficiency in Microsoft Office
- Ability to type at least 45 WPM preferred
- Basic 10 key skills a plus
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:- Customer Focus
- Action Oriented
- Interpersonal Savvy
- Nimble Learning
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. - 9 Days Ago
Senior Trust Operations Analyst
- Jobs for Humanity
-
Houston, TX
FULL_TIME
- Company DescriptionJobs for Humanity is collaborating with FIS Global to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: FIS Globa...
- Just Posted
Trust Operations Specialist
- Happy State Bank - a division of Centennial Bank
-
Amarillo, TX
FULL_TIME
- GENERAL DESCRIPTION OF POSITION Responsible for daily input of client postings and supports the general operation of the Trust Department. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Provides exceptional...
- 11 Days Ago
Trust Operations Specialist
- CEN
-
Amarillo, TX
FULL_TIME
- GENERAL DESCRIPTION OF POSITION Responsible for daily input of client postings and supports the general operation of the Trust Department. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Provides exceptional...
- 12 Days Ago
Trust Operations Clerk
- Texas State Bank
-
San Angelo, TX
FULL_TIME
- Excellent customer service skills required. Must have aptitude for computers and be proficient in Word and Excel. Banking experience and/or accounts payable and receivable knowledge is a plus. Incumbe...
- 2 Months Ago
Loan Operations Specialist
- Guaranty Bank and Trust NA
-
Mount Pleasant, TX
FULL_TIME
- Our Company’s culture supports customers in achieving their financial goals and dreams. The Loan Operations Specialist position is a back office position with minimal customer contact. This position w...
- 2 Days Ago
Top Trust Operations Executive 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
- Area Wide Protective (AWP)
-
Santa Ana, CA
- 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
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 Texas
Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast.
Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Operations Executive jobs
$194,471 to $309,741