Trust Operations Officer jobs in Wyoming
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
VP, Trust Officer
- First Western Trust
-
Pinedale, WY
FULL_TIME
-
First Western is seeking an VP, Trust Officer to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a VP, Trust Officer at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Jackson team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:- Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
- Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs, and identify and present solutions to meet client goals.
- Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
- Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
- Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
- Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
- Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
- Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
- Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
- Fluency with TrustDesk and all related systems employed in trust administration.
- Proficient in Microsoft Office Suite, with exceptional Excel skills.
- Experience with CRM preferred.
- High initiative and follow-through.
- Ability to work independently and with a team.
- Experience working with high net-worth individuals.
- Excellent written and verbal communications skills, and ability to present to clients and prospects.
Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
Experience Level Experience Details Required/Preferred
5-7 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required
3-5 years Business development Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $74,400- $104,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off Bank Holidays
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
Region C Pay Range
Pay Range
$74,400—$104,000 USD - 5 Days Ago
VP, Trust Officer
- First Western Trust
-
Jackson, WY
FULL_TIME
- First Western is seeking an VP, Trust Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join ...
- 5 Days Ago
AVP, Trust Officer I
- First Western Trust
-
Pinedale, WY
FULL_TIME
- First Western is seeking an AVP, Trust Officer I to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to jo...
- 7 Days Ago
Trust Officer - Dunham Trust Wyoming
- Dunham & Associates Investment Counsel, Inc.
-
Cheyenne, WY
FULL_TIME
- TRUST OFFICERAn Opportunity to Craft Your FutureAre you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from t...
- 2 Months Ago
Trust & Wealth Management Officer
- HILLTOP NATIONAL BANK
-
Cheyenne, WY
FULL_TIME
- Job Summary: Hilltop Bank’s Wealth Management Department is a full service trust department where officers are responsible for the administration of Estates, Conservatorships, Investment Management Ac...
- 4 Days Ago
Retirement Plans Trust Officer
- The Executive Group
-
WY, WY
FULL_TIME
- Retirement Plans Trust Officer, Casper, WY This person will be responsible for administering trust client IRAs and employee benefit retirement plans as well as counseling clients regarding retirement ...
- 22 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
- 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
- Ascendo Resources
-
Boca Raton, FL
- Our client is a Loan Portfolio Management and Risk Advisory firm, they are seeking an Operations Administor who will be ...
- 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
About Wyoming
Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$71,729 to $103,712
Most Popular Cities in Wyoming 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