Trust Operations Officer jobs in Oklahoma
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 OPERATIONS OFFICER
- RCB Bank
-
Ponca, OK
FULL_TIME
-
RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity and honor, RCB Bank is an equal opportunity employer, striving to hire diverse employees who meet high standards of character, education and occupational qualifications. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!
With over 60 locations, RCB Bank offers a variety of excellent career opportunities in Oklahoma and Kansas. We offer full-time and part-time opportunities along with a comprehensive benefit package (eligibility requirements apply).
Title: Trust Operations Officer
Hours: 7:30am - 4:30pm
POSITION SUMMARY: The Trust Operations Officer is an experienced trust operations professional with a strong orientation toward operational efficiency, productivity, internal controls, compliance, and process improvement. The Trust Operations Officer must be able to operate effectively in a growth-oriented, team-focused environment and be ready to support the Trust Operations Manager in the delivery of a variety of Trust operations services and duties. They must be available to assist, and they will often directly supervise, less-experienced members of Trust Operations. This position will oversee certain operational functions in the department. This position will typically cover at least one of the operational functions of the department, in addition to other tasks.
ESSENTIAL FUNCTIONS:- Assist with daily Trust operations issues
- Ensure adequate due diligence and recordkeeping
- Perform complex inquiries and searches
- Provide backup when team members are absent
- Maintain a high level of process quality, efficiency and audit control standards
- Ensure operations compliance/risk management requirements are being met
- Maintain expertise with respect to industry and system developments
- Ability to independently identify problems and provide solutions
- Effectively communicate with staff
- Provide high quality internal service to the Administrative and Investment areas
- Participate in Trust sub-committees as assigned
- Ensure compliance with RCB Bank policy
- Achieve established personal goals and objectives
- Other duties as may be assigned
- Previous experience in trust operations required
- Experience with various trust accounting systems required, Infovisa/Maui preferred
- High school diploma or GED required
- Operations professional certification (CSOP/CTOP) preferred
- Bachelor’s degree in business with an emphasis in finance/accounting, or equivalent work experience preferred
- Knowledge of trust and investment regulations, compliance and risk management matters
- Strong decision-making, and project-management skills a must
- Strong organizational skills
- High proficiency in problem-solving
- Excellent communication skills, both verbal and written
- Strong interpersonal skills
- Ability to build trust and credibility within the team
- Ability to maintain a positive attitude and friendly demeanor when communicating with customers and co-workers
- Intuitive and responsive to the needs of the staff and customer base
- Ability to work in fast-paced environment, managing multiple tasks/projects and deadlines simultaneously
- Excellent customer service skills
- Possess effective skills in presenting recommendations based on performance findings both in verbal and written format
- Possess strong knowledge of applicable PC programs
Individuals in the Trust Operations Officer position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation:
This position is in an office environment within a climate-controlled facility that can be high-traffic during peak service times. There is frequent use of the telephone, computer and other office equipment associated with this position. Individuals in this position are typically seated at their personal desk for the majority of the day.
The individual responsible for this role must be able to perform job functions with indirect supervision and work effectively as a member of a team and independently while making sound business decisions and effectively supervising employees. The individual must be capable of working harmoniously with diverse personalities of co-workers, staff and customers. This position requires regular and reliable attendance and the ability to work varying hours.
Nothing in this job description restricts management’s right to assign or reassign RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans’ status, sex, national origin, physical or mental disability, or any other legally protected class. - 2 Days Ago
Trust Officer
- Vision Bank
-
Ada, OK
FULL_TIME
- DescriptionTitle: Trust OfficerJob Summary:The Bank Trust Officer will provide clients with expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing t...
- 20 Days Ago
Trust Operations Assistant Manager
- Arvest Bank
-
Dewey, OK
FULL_TIME
- Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, includ...
- 19 Days Ago
Loan Officer
- First Bank & Trust Company
-
Perry, OK
FULL_TIME
- Full job description Analyze customer financial condition and recommending bank products and services that are in the best interest of the customer and that achieve their financial objectives. Intervi...
- 4 Days Ago
Compliance Officer
- City National Bank & Trust
-
Lawton, OK
FULL_TIME
- Compliance Officer Position Summary: The Compliance Officer’s primary responsibility is to ensure that requirements of regulatory laws, bank secrecy act and community reinvestment act are being implem...
- 21 Days Ago
Loan Officer
- FIRST BANK & TRUST
-
Yukon, OK
OTHER
- Job Details Level: Experienced Job Location: Undisclosed Position Type: Full Time Education Level: Bachelor Degree Salary Range: Undisclosed Job Shift: Day Job Category: Banking DescriptionEOE M/F/Vet...
- 2 Months 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
- Calculated Hire
-
Auburn Hills, MI
- Operations Administrative Specialist 1 Auburn Hills, MI – Onsite $20-$23/Hour DOE 6 Month Contract with strong opportuni...
- 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 Oklahoma
Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$69,023 to $99,799
Most Popular Cities in Oklahoma 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