Trust Operations Officer jobs in New York
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
- Manufacturers and Traders Trust Co
-
Buffalo, NY
FULL_TIME
- Overview: Responsible for the administration and fiduciary management within client relationships. Primary Responsibilities: Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management. Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs. Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client. Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary. Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners. Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. Support market efforts to develop new trust business; participate in client presentations as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. Serve as fiduciary resource to Wealth Advisors and other internal partners. Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices. Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc. Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required: Bachelors' degree and a minimum of 3 years’ experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience Strong verbal and written communication skills Strong presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining high level of integrity and professionalism Education and Experience Preferred: Juris Doctor (JD) or Master’s degree CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $82,783.41 - $137,972.36 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Buffalo, New York, United States of America At Wilmington Trust, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At Wilmington Trust, we are a talent and people driven organization. Take a peek inside our Human Capital Report to learn how it feels to be one of our 17,000 employees. We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences. We support our employees every step of the way. Competitive compensation Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO 401(k) match at 5% with options for Roth and discretionary employer contributions A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts We need you. Are you ready to join us? Apply today to start the journey. If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. Wilmington Trust is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. Wilmington Trust has policies and procedures in place to promote a drug free workplace.
- 13 Days Ago
Sr. Trust Officer
- Wilmington Trust N.A.
-
Rochester, NY
FULL_TIME
- Overview: Responsible for the administration and fiduciary management of complex trust relationships within client relationships. Primary Responsibilities: Apply deep experience and technical understa...
- 7 Days Ago
Sr. Trust Officer
- Wilmington Trust N.A.
-
Syracuse, NY
FULL_TIME
- Overview: Responsible for the administration and fiduciary management of complex trust relationships within client relationships. Primary Responsibilities: Apply deep experience and technical understa...
- 13 Days Ago
Senior Trust Officer
- National Trust Company
-
New York, NY
FULL_TIME
- At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What...
- 26 Days Ago
Trust Officer
- Walton Enterprises
-
Florida, NY
FULL_TIME
- River Bend Administration is seeking a skilled, highly motivated, and experienced individual to join the team as Trust Officer. River Bend’s Trust Officer will oversee and manage a variety of trusts f...
- 5 Days Ago
Trust Officer
- Midland States Bank
-
Tarrytown, NY
FULL_TIME
- Salary Range: $84,100 - $140,200At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, s...
- Just Posted
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Operations Administrator
- Crestwood Technology Group
-
Yonkers, NY
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- Area Wide Protective (AWP)
-
Honolulu, HI
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- HirePlace
-
Nashville, TN
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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
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
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 New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$79,732 to $115,284
Most Popular Cities in New York 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