Trust Operations Team Supervisor jobs in Wyoming
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
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
Operations Supervisor
- Brenntag
-
Cheyenne, WY
FULL_TIME
- Our team in Cheyenne currently has an opening for a Operations SupervisorYOUR ROLE & RESPONSIBILITIESOversee and direct production personnel in the day’s workload including railcar unloading, packagin...
- 10 Days Ago
Operations Supervisor Day
- Lowes
-
Cheyenne, WY
FULL_TIME
- Expand your career possibilities.Thank you for dedicating your time and talent to Lowe’s. We want to give you more opportunities to learn and grow, so if you find a position you’re interested in below...
- 4 Days Ago
Operations Supervisor Weekend
- Lowes
-
Cheyenne, WY
FULL_TIME
- What You Will Do The Operations Supervisor is primarily responsible for supervising a high performing team responsible for handling product safely, efficiently and effectively as it moves through the ...
- 4 Days Ago
Trust Operations Team Supervisor jobs at Popular Companies
FinOps Consultant
- Infosys
-
Raleigh, NC
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FinOps Consultant
- Infosys
-
Bridgewater, NJ
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FinOps Consultant
- Infosys
-
Phoenix, AZ
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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
-
- 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 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 Team Supervisor jobs
$53,826 to $65,774