Top Trust Executive jobs in Peoria, IL

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

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Trust Administrator
  • First Mid
  • Bloomington, IL FULL_TIME
  • Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement.
     
    Responsibilities include, but are not limited to:
    • Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
      • Cooperating with legal counsel as to probate the will within departmental policies and applicable state law
      • Identifying, collecting, securing, and appraising all assets and preparing an inventory in a timely manner
      • Handling assets such as real estate and closely held corporations that must be specially managed
      • Maintaining contact with beneficiaries concerning their interest
      • Cooperating with accountant to properly determine tax elections, file federal and state tax returns, and pay taxes in a timely manner
      • Ensuring that all estate liabilities are identified, proven, and satisfied
      • Ensuring that remaining assets are distributed property
    • Where the Company acts as trustee, the assigned trust officer is responsible for the following duties:
      • Administering trust in accordance with the will or trust agreement, Company policies, and state laws
      • Trust income is collected and properly processed and distributed or reinvested
      • Trust principal is properly managed, invested, and distributed
      • All tax reports and returns are prepared and submitted in a timely manner
    • Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies and within departmental procedures and policies
    • Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping, or investment management agreement.  Secures and invests customer’s assets, collects and remits or reinvests income as directed
    • Responsible for the administration and management of certain personal trusts
    • Responsible for building customer satisfaction in the Company
    • Cross-sell other Company services with officers in charge of retail deposits, retail lending, commercial lending, and cash management
    • Participate as a member of various Trust committees as assigned
    • Represent the Company and provide leadership in key community activities and committees
    • Participate in professional associations; attend conventions, conferences, and seminars
    • Build relationships with potential referral sources
    • Complete required training associated with job function
    • Build and maintain strong customer relationships
    • Perform other duties as assigned
     
    Qualifications
    Education/Experience:
    • Bachelor’s degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust services
     
    Skills:
    • High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors
    • High level of interpersonal skills to interact with customers and potential customers in a professional manner
    • Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment
     
    First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
     
    THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
     
    #LI-POST

  • 7 Days Ago
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C
Sales - Corporate Account Executive
  • Corporate Account Executive - Bump Health
  • Peoria, IL FULL_TIME
  • Bump Health is one of the fastest growing companies specializing in the Mom, Baby and Family space. We’re a team of ambitious people with a shared vision of a world that treats Mom the way each of us ...
  • 1 Month Ago
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G
Mental Health Services Team Leader (Maternity Cover)
  • Guidepost Trust
  • Henry, IL FULL_TIME
  • Contract: Fixed Term Contract (12 months) Reporting to: Community Opportunities Manager Responsible for: Staff and volunteer team at Henry Smith House (may include staff/ volunteers/external contracto...
  • 10 Days Ago
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T
Design/Process Engineer
  • Top Tier Reps LLC
  • Streator, IL FULL_TIME
  • Salary: $80,000 - $100,000/ yearly To design truck bodies and related transportation equipment and other custom projects as required. Position includes development of projects from initial concept an...
  • 1 Month Ago
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I
Director of Planned Giving/Trust Services
  • It Is Written
  • Tennessee, IL FULL_TIME
  • Position Description Adventist Media Center - It Is Written Position Title:Planned Giving & Trust Services Director Internal Title:Department Director Job Classification:Exempt - Regular Full Time Acc...
  • 21 Days Ago
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P
Part-Time Bank Teller/ Customer Service Representative
  • Prairie State Bank & Trust
  • Bloomington, IL PART_TIME
  • Prairie State Bank & Trust, a locally owned $800 million bank with 20 offices in Central Illinois, has an immediate opening for a Part Time Bank Teller/ Customer Service Representative in Bloomington....
  • 10 Days Ago
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0 Top Trust Executive jobs found in Peoria, IL area

H
Locum Tenens Nurse Practitioner - Family Practice - $63+ per hour
  • Hiring Now!
  • East Peoria, IL
  • Caliber Healthcare Solutions is seeking a Nurse Practitioner Family Practice for a locum tenens job in East Peoria, Illi...
  • 4/18/2024 12:00:00 AM
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C
Senior Distinguished Engineer
  • Capital One
  • Peoria, IL
  • Center 1 (19052), United States of America, McLean, Virginia Senior Distinguished Engineer Capital One is looking for a ...
  • 4/18/2024 12:00:00 AM
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C
Sr. Distinguished Engineer-- Card Technology
  • Capital One
  • Peoria, IL
  • Center 1 (19052), United States of America, McLean, Virginia Sr. Distinguished Engineer-- Card Technology Senior Disting...
  • 4/18/2024 12:00:00 AM
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C
Sr. Distinguished Engineer (Sr. Director IC) - Business Cards & Payments
  • Capital One
  • Peoria, IL
  • Center 2 (19050), United States of America, McLean, Virginia Sr. Distinguished Engineer (Sr. Director IC) - Business Car...
  • 4/18/2024 12:00:00 AM
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C
Senior Distinguished Engineer IL
  • Capital One
  • Peoria, IL
  • Center 1 (19052), United States of America, McLean, VirginiaSenior Distinguished Engineer Capital One is looking for a m...
  • 4/18/2024 12:00:00 AM
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C
Sr. Distinguished Engineer-- Card Technology IL
  • Capital One
  • Peoria, IL
  • Center 1 (19052), United States of America, McLean, VirginiaSr. Distinguished Engineer-- Card TechnologySenior Distingui...
  • 4/18/2024 12:00:00 AM
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M
Sales Representative - Emergency Apparatus
  • MacQueen Equipment Group
  • Washington, IL
  • Sales Representative - Emergency Apparatus Fully Remote Sales Department Job Type Full-time Description *About MacQueen*...
  • 4/15/2024 12:00:00 AM
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C
Distinguished Engineer, Card Tech Data
  • Capital One
  • Peoria, IL
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Engineer, Card Tech Data Distinguished ...
  • 4/15/2024 12:00:00 AM
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About Peoria, Illinois

Peoria (/piˈɔːriə/ pee-OR-ee-ə) is the county seat of Peoria County, Illinois, and the largest city on the Illinois River. Established in 1691 by the French explorer Henri de Tonti, Peoria is the oldest European settlement in Illinois, and is named after the Peoria tribe. As of the 2010 census, the city was the seventh-most populated in Illinois (and the third largest outside the Chicago metropolitan area), with a population of 115,007. The Peoria Metropolitan Statistical Area had a population of 373,590 in 2011. Until 2018, Peoria was the global and national headquarters for Caterpillar Inc.,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$264,068 to $404,318
Peoria, Illinois area prices
were up 1.3% from a year ago
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What does a Top Trust Executive do?

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