Top Trust Executive jobs in Erie, PA
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
TRUST COORDINATOR
- Northwest
-
Erie, PA
FULL_TIME
-
The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties.
Essential Functions
- Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative
- Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
- Coordinate documentation and communication with Trust Operations
- Verify and/or process transactions, as directed
- Initiate specific transactions , as directed
- Identify/resolve daily account/administrative issues
- Assist with special projects, seminars, and special events
- Ensure total document and data integrity
- Organize and file correspondence and documentation
- Manage personal workload/workflow
- Originate and type correspondence/documentation
- Answer the telephone
- Identify and resolve customer/operational issues
- Assist customers, as needed
- Partner with Trust personnel and operational staff
- Generate customer documents and agreements, as directed
- Input new account system information
- Monitor overdrafts and excess cash balances in Trust Accounts
- Monitor the timely processing of transfers when opening/closing accounts
- Process distributions requests and bill payments for clients, as directed
- Check previous days operational transactions
- Monitor receipt of new account assets and money
- Monitor receipt of closing account assets and money
- Update current client system information to operations
- Deposit/post all transactions
- Provide assistance/training to other personnel
- Contribute to various committees (as requested)
- Perform Committee Secretary duties (as assigned)
- Monitor and reconcile daily balance sheets, including those that come from outside record keepers
- Coordinate and monitor all incoming rollovers into designated plan
- Provide administrative support for all Account Managers/Trust Officers
- Assist with audits and special projects as needed
- Recommend improvements to procedures
- Provide appropriate customer service levels
- Minimizing departmental non-payroll costs
- Maximize technology tools available
- Ensure accuracy of financial data
- Communicate problems or areas requiring attention to manager
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High School Diploma or equivalent preferred
Work Experience
3 - 5 years customer service experience preferred
General Employee Knowledge, Skills, and Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
- Ability to work with PC's, word processing and spreadsheets
- Skill in telephone etiquette
- Clerical aptitude
#LI-JB1
- 15 Days Ago
TRUST COORDINATOR
- Northwest Bank
-
Erie, PA
FULL_TIME
- DescriptionThe Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative a...
- 18 Days Ago
TRUST COORDINATOR
- Northwest Opportunities
-
ERIE, PA
FULL_TIME
- The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical...
- 1 Month Ago
Electro-Mechanical Technician
- Human Castle Executive Search
-
Erie, PA
FULL_TIME
- Due to exponential growth, Human Castle is assisting global manufacturing powerhouse in the Southtowns in the hiring of several ElectroMechanical Maintenance Technicians across several shifts. These a...
- 27 Days Ago
Top Rated Home Care Agency
- Addus
-
Linesville, PA
FULL_TIME,PART_TIME
- If you answer yes to the questions below, consider becoming a member of our Addus HomeCare team and learn more about the other great benefits we offer. We want our entire team to feel great about the ...
- 25 Days Ago
Top CDL A Flatbed Drivers Make
- System Transport
-
Harmonsburg, PA
FULL_TIME
- NEW INDUSTRY-LEADING PAY PACKAGESYou spoke. We listened. Right now, earn MORE with our NEW Industry-Leading Pay Packages for both Regional and OTR Routes when you drive for System Transport as a CDL-A...
- 25 Days Ago
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0 Top Trust Executive jobs found in Erie, PA area
Home Infusion Nurse
- Texas Nursing Services
-
Erie, PA
- Job Description Job Description The Home Infusion Registered Nurse is responsible for providing safe administration of p...
- 4/23/2024 12:00:00 AM
REGIONAL COMMERCIAL RELATIONSHIP MANAGER
- Northwest
-
Erie, PA
- The Regional Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and pro...
- 4/23/2024 12:00:00 AM
Travel Echo Technologist - $2,108 per week
- Stability Healthcare
-
Erie, PA
- Trustaff Allied is seeking a travel Echo Technologist for a travel job in Erie, Pennsylvania. Job Description & Requirem...
- 4/23/2024 12:00:00 AM
Travel Nurse RN - ICU - Intensive Care Unit - $2,344 per week
- Hiring Now!
-
Erie, PA
- Trustaff is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Erie, Pennsylvania. Job Desc...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
- Department Of The Treasury
-
Erie, PA
- Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
- 4/22/2024 12:00:00 AM
Patient Care Technician (PCT) / Days / $2,500 Sign-On Bonus
- Select Specialty Hospital - Erie
-
Erie, PA
- Overview: Critical Illness Recovery Hospital Patient Care Technician (PCT) - Full-Time Days - 7 a.m. - 7 p.m. $2,500 Sig...
- 4/21/2024 12:00:00 AM
Travel Nurse RN - ICU - Intensive Care Unit - $2,376 per week
- Hiring Now!
-
Erie, PA
- Trustaff is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Erie, Pennsylvania. Job Desc...
- 4/21/2024 12:00:00 AM
Trusts and Estates Paralegal
- Account MacDonald Illig Law Firm
-
Erie, PA
- Job Description Job Description TRUSTS & ESTATES PARALEGAL MacDonald Illig Law Firm is seeking a full-time Paralegal to ...
- 4/21/2024 12:00:00 AM
About Erie, Pennsylvania
Erie (/ˈɪəri/; EER-ee) is a city on the south shore of Lake Erie and the county seat of Erie County, Pennsylvania, United States. Named for the lake and the Native American Erie people who lived in the area until the mid-17th century, Erie is the fourth-largest city in Pennsylvania, as well as the largest city in Northwestern Pennsylvania, with a population of 101,786 at the 2010 census. The estimated population in 2017 had decreased to 97,369. The Erie metropolitan area, equivalent to all of Erie County, consists of 276,207 residents. The Erie-Meadville, PA Combined Statistical Area has a pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$253,637 to $388,347
Erie, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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