Trust Operations Officer jobs in North Dakota
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
Trust Officer
- gpac
-
Williston, ND
FULL_TIME
-
This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications- Bachelor's degree or equivalent.
- JD and/or Masters degree preferred
- 2 years of relevant trust administration experience.
- Strong team mate who enjoys collaboration with internal partners
- CTFA, CFP, CFA, CES, or equivalent preferred
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
- Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
- Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually.
- Accountable for servicing and retention of existing accounts.
- Supervise and monitor new account establishment and funding
- Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
- Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
- Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.).
The right Trust Officer candidate will take over an existing portfolio of clients to help service and grow!
Contact your local North Dakota banking recruiter, Joe Albert to learn more about this Trust Officer position and other banking opportunities throughout the state.
Joe Albert
Senior Search Consultant | gpac
To be considered, please apply with a resume. You can email me directly at: joe.albert@gogpac.com
Follow me on Linkedin: Joe Albert
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
- 2 Days Ago
Trust Officer
- gpac
-
Watford, ND
FULL_TIME
- This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust ac...
- 4 Days Ago
Trust Officer
- gpac
-
Alexander, ND
FULL_TIME
- This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust ac...
- 4 Days Ago
Information Security Officer
- American State Bank & Trust
-
Williston, ND
FULL_TIME
- MAJOR FUNCTION:The Information Security Officer is responsible for the ongoing management of information security policies, procedures, and technical systems in order to maintain the confidentiality, ...
- 20 Days Ago
Agricultural Loan Officer
- American State Bank & Trust Company
-
Williston, ND
OTHER
- Description: MAJOR FUNCTION: Develop and manage all types of agricultural loan accounts and relationships in accordance with the policies of the bank under direction of the Agricultural Loan Manager. ...
- 9 Days Ago
Chief Operations Officer (COO)
- NCC
-
Ray, ND
FULL_TIME
- Company DescriptionNCC is a local broadband technology provider based in Ray, ND. We are dedicated to providing superior network services to customers in both rural and remote areas, where customer sa...
- 3 Days Ago
Trust Operations Officer jobs at Popular Companies
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...
- 6/2/2024 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...
- 6/2/2024 12:00:00 AM
Operations Administrator
- Strata, LLC
-
Houston, TX
- Job Description Job Description POSITION SUMMARY Join a growing team of engineers, geologists, and project managers spec...
- 6/2/2024 12:00:00 AM
Operations Administrator
- Guardian Access Solutions
-
- POSITION SUMMARY: The Operations Administrator is responsible for the coordination and administration of operational act...
- 6/2/2024 12:00:00 AM
Operations Administrator
- Wishes & More
-
Fridley, MN
- Job Description Job Description OVERVIEW Founded in 2004, Wishes & More’s mission is to enhance the life of a child figh...
- 6/1/2024 12:00:00 AM
Operations Administrator
- Crestwood Technology Group
-
Yonkers, NY
- Job Description Job Description BASIC FUNCTIONS The Operations Administrator contributes to the coordination of the Sale...
- 6/1/2024 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...
- 5/31/2024 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...
- 5/30/2024 12:00:00 AM
About North Dakota
North Dakota is a Midwestern state of the United States. It borders Canada and lies at the center of the North American continent. The geographic center of North America is near the town of Rugby. Bismarck is the capital of North Dakota, and Fargo is the largest city.
Soil is North Dakota's most precious resource. It is the base of the state's great agricultural wealth. But North Dakota also has enormous mineral resources. These mineral resources include billions of tons of lignite coal. In addition, North Dakota has large oil reserves. Petroleum was discovered in the state in 1951 and quickly...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$74,048 to $107,065
Most Popular Cities in North Dakota 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