Top Trust Executive jobs in Cleveland, OH
Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Recently Added Top Trust Executive jobs
Asset Servicing Operations Associate
- Equity Trust
-
Westlake, OH
FULL_TIME
-
*This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.JOB SUMMARY:
The Operations Associate II for the Asset Servicing department provides day-to-day operational support for the initial review of an asset, valuation updates, security master setup, and ongoing maintenance of all asset classes. Supports the goals and objectives of Equity Trust Company (ETC) leadership, collaborates effectively across the organization and ensures a superior client experience.
ESSENTIAL FUNCTIONS:- Gathers, reviews and verifies required documents for completion and accuracy including asset setup, valuations, and corrections
- Guarantees continued maintenance of existing assets including fair market value updates, matured notes, note modifications and updating client’s assets by utilizing statements provided by the asset provider
- Works with Asset Sponsors to obtain appropriate tax reporting requirements and pricing updates
- Monitors unsettled assets to ensure appropriate documentation is on file
- Confirms tender offers, quarterly redemption notifications and proxy and prospectus are issued to account holders
- Monitors and updates corporate actions
- Institutes continuous improvement approaches where appropriate; assesses processes and make recommendations for workflow improvements
- Works collaboratively in a team environment to achieve team, department, and overall business goals
OTHER FUNCTIONS:- Ability to multitask in a fast-paced, deadline-driven environment
- Demonstrate success in problem solving and resolving client issues/concerns
- Provide project support as assigned
- Perform other duties as assigned
QUALIFICATIONS:
Education and Experience:- High School Diploma or GED required
- Associate or Bachelor’s degree in Finance, Business or related field preferred
- Retirement product knowledge or financial services experience preferred
PROFESSIONAL CERTIFICATIONS:- None required
TECHNICAL SKILLS:- Computer proficiency with intermediate Microsoft Office skills
BEHAVIORAL COMPETENCIES:
In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.- Detail-oriented
- Listening skills
- Time management Written and verbal communication
- Dealing with ambiguity
- Composure
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and stand on a stool as necessary.DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description can be amended at any time.Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin. - 18 Days Ago
Bill Pay/Asset Delivery Operations Associate
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office but eligible for a remote hybrid schedule. JOB SUMMARY: The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, ...
- 18 Days Ago
Account Services & Transfers Operations Supervisor (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- JOB SUMMARY: The Supervisor, Operations II for the Account Services and Transfers Department leads, develops and manages the Account Services and Transfer team. Providing client support that is focuse...
- 18 Days Ago
Investment Processor (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office but eligible for a hybrid schedule.JOB OVERVIEW:The Investment Processor reviews alternative investment paperwork to assure accurate completion of ...
- 19 Days Ago
Investment Processor - Private Equity (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office and eligible for a hybrid remote schedule.JOB OVERVIEWThe Investment Processor – Private Equity reviews alternative investment paperwork to assure ...
- 19 Days Ago
Investment Processor - Real Estate (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office but is eligible for a hybrid remote schedule. JOB OVERVIEW:The Investment Processor – Real Estate reviews alternative investment paperwork to assur...
- 19 Days Ago
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0 Top Trust Executive jobs found in Cleveland, OH area
Wealth Advisor
- Claire Myers Consulting
-
Cleveland, OH
- Our client is a firm with deep roots in the Cleveland area. They serve corporate clients as well as individuals and fami...
- 4/24/2024 12:00:00 AM
Tax Manager Public Accounting
- Sable Group LLC
-
Beachwood, OH
- Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
- 4/23/2024 12:00:00 AM
IT Support Technician
- TCC Technology
-
Westlake, OH
- Job Description Job Description We are seeking an IT Support Technician to join our team! You will resolve computer-rela...
- 4/23/2024 12:00:00 AM
Wealth Advisor
- Claire Myers Consulting
-
Cleveland, OH
- Our client is a firm with deep roots in the Cleveland area. They serve corporate clients as well as individuals and fami...
- 4/22/2024 12:00:00 AM
Professional Services Consultant - Wireless Networking
- Logicalis
-
Cleveland, OH
- Summary Provides comprehensive professional services delivery as related to infrastructure consulting, design, implement...
- 4/22/2024 12:00:00 AM
Client Services Specialist
- Strategic Systems
-
Brooklyn, OH
- Job Description Job Description Job Title: Client Services Specialist Duration: 6-months Location: Brooklyn, Ohio Hybrid...
- 4/21/2024 12:00:00 AM
Professional Services Consultant - Wireless Networking
- Logicalis
-
Cleveland, OH
- Summary Provides comprehensive professional services delivery as related to infrastructure consulting, design, implement...
- 4/21/2024 12:00:00 AM
Sales and Design Consultant
- Edelman Home
-
Westlake, OH
- You will be responsible for maintaining and acquiring business relationships with architects, interior designers, contra...
- 4/21/2024 12:00:00 AM
About Cleveland, Ohio
Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States.
The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$269,558 to $412,724
Cleveland, Ohio area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
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