Top Trust Operations Executive jobs in Erie, PA
Top Trust Operations Executive directs the overall policies, practices, and procedures of the trust operations function. Designs and implements operational systems. Being a Top Trust Operations Executive establishes monitoring systems and controls to ensure efficient and accurate operations and to reduce risk. Requires a bachelor's degree. Additionally, Top Trust Operations Executive typically reports to top management. The Top Trust Operations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Trust Operations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Recently Added Top Trust Operations 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
- 7 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...
- 10 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
Cdl teams top pay in
- U.S. Xpress
-
Meadville, PA
FULL_TIME
- CDL-A Teams : TOP TEAM PAY IN THE NATION & UP TO $15,000 SIGN ON BONUS / SPLIT! Your team can average $200,000 or more! Don't Wait, Call Now! 956-446-0838 Team Drivers : Up to $15,000 Sign-On Bonus / ...
- 4 Days 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...
- 19 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 ...
- 17 Days Ago
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0 Top Trust Operations Executive jobs found in Erie, PA area
Branch Manager
- CareRing Health, LLC
-
Erie, PA
- Overview: We are seeking a Branch Manager to join our team. The Branch Manager will be responsible for overseeing the of...
- 4/15/2024 12:00:00 AM
Administrative Assistant - School of Pharmacy
- The Lake Erie College of Osteopathic Medicine
-
Erie, PA
- Description JOB SUMMARY: The Administrative Assistant is responsible for secretarial support for the LECOM School of Pha...
- 4/15/2024 12:00:00 AM
Sorter/Processor
- Salvation Army - ARC
-
Erie, PA
- Job Description Job Description Duties and Responsibilities: General 1. Assist as required with sorting room operation. ...
- 4/14/2024 12:00:00 AM
Price Rite - Stocking Clerk (PRRC PA) Salary Range $13 - $17/hr
- Price Rite
-
Erie, PA
- Job Description Title: PriceRite - Stocking Clerk Description: Job Summary: To maintain a high level of customer service...
- 4/14/2024 12:00:00 AM
Surface Warfare Officer
- US Navy
-
Erie, PA
- About America's Navy has the most modern, advanced fleet of ships in the entire world. Surface Warfare Officers (SWOs) a...
- 4/13/2024 12:00:00 AM
Assistant Store Leader Getgo
- GetGo Café + Market
-
Erie, PA
- Job Summary The GetGo Assistant Store Leader is a key player in keeping the store team running like clockwork, because o...
- 4/13/2024 12:00:00 AM
Home Care Director
- Affiliated LTSS
-
Erie, PA
- Job Description Job Description The Homecare Director is responsible for staffing each case which involves recruitment, ...
- 4/12/2024 12:00:00 AM
Floral Clerk>
- Tops Friendly Markets
-
Erie, PA
- Tops Friendly Markets - 712 West 38th St. Liberty Plaza - [Grocery Clerk / Team Member / FT & flexible PT schedules avai...
- 4/12/2024 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 Operations Executive jobs
$182,712 to $291,012
Erie, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago