Top Trust Operations Executive jobs in Poughkeepsie, NY

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)

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Trust Officer
  • Orange Bank & Trust Company
  • Goshen, NY FULL_TIME
  • Title:                          Trust Officer 

    Department:             Trust Services Division

    FLSA Status:            Exempt

    Reports to:               Department Manager or Trust Services Director


     

    General Summary:

     

    Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, including Estates, Trusts, Special Needs Trusts and Agency accounts.  For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions.  In all cases, the Trust Officer is the lead relationship officer and primary contact between Bank and interested parties/account-owners/co-fiduciaries. Develop new current and future appointments based on referrals from OBT & HVIA colleagues and COI network.


    Essential Duties and Job Responsibilities:


    1. Knowledgably manages a book of accounts and performs day-to-day administrative duties associated with their accounts under their watch.  Demonstrate a high level of fiduciary knowledge through sound decisions and accurate administration. If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities.
    2. Works actively and collaboratively with attorneys, accountants, beneficiaries and co-fiduciaries in the administration of Trusts/Estates abiding by the terms governing legal instruments and Court Orders to mitigate fiduciary risk.
    3. Reviews and discusses discretionary payment requests with Trust beneficiaries and Co-Fiduciaries in accordance with the terms and standards in the governing legal instruments.  Provide evaluation and recommendation for the discretionary action and obtain the appropriate approval or non-approval of the same.
    4. Reviews all assigned accounts once per calendar year as per assigned Trust Administrative Committee (TAC) schedule and complete the review on the Fitek portal for presentation at the monthly TAC meeting. 
    5. Cultivates and manages new business referrals received from Bank colleagues and area-professionals.  Record activities in SalesForce.
    6. Regularly engages in new business activities as directed by Trust Services Director or Department Manager to meet annual business development and calling goals.  Records activities in SalesForce.
    7. Proactively communicates and meets with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service.  Records all meetings and contacts of substance in SalesForce.
    8. Continues to build and grow their own Centers of Influence (COI) network.
    9. As a part of the Trust Division’s new business development activities, serves as its representative in the market, including attendance at community events, seminars and professional networking events.
    10. Maintains awareness of products and services offered by the Trust Division, the Bank and HVIA. Makes presentations to Bank staff, clients and professional advisors, as required.
    11. Monitors real estate held in fiduciary accounts, verifying that taxes are paid, insurance is in place and minimizing risks associated with such assets.  In responsible charge of engineering site inspections, coordinating appraisals, and “phase-one” engineering evaluations.
    12. Performs other duties as assigned.
    13. Remains current with fiduciary knowledge through attendance at seminars, schools and written publications

     

    Education, Certification and Experience

    1. Bachelor Degree or higher
    2. Five to 10 years of experience as a Trust Officer or a practicing attorney.
    1. Certified Trust Fiduciary Advisor (CTFA) is desired but not required. 

    Knowledge, Skills, Abilities:

    1. Strong decision-making ability
    2. Ability to pay attention to details
    3. Strong working knowledge of investment management
    4. Ability to build relationships with clients and COIs
    5. Strong analytical skills 

    Work Environment

    1. Professional office


    PHYSICAL DEMANDS:

    1. Frequently required to sit for prolonged periods.
    2. Normal range of vision, speech and hearing abilities required.
    3. Mobility required for greeting and assisting clients, prospective clients and COIs.
    4. Skillfully operate a computer, telephone and other standard office equipment.
    5. Travel to Bank, client, prospective client and COI locations.
    6. Occasionally lift and/or move up to 20 pounds

    Special Note:

    External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

     

    Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.  

     

    This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.

  • 15 Days Ago

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Member support specialist
  • Trust & Will
  • New Windsor, NY FULL_TIME
  • Communicate thoughtfully to provide answers to questions surrounding the Trust & Will products, services and general estate planning; Handle a user's issues directly and resolve customer complaints; D...
  • 18 Days Ago

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Transportation Attorney
  • Executive Alliance
  • Woodbury, NY FULL_TIME
  • Our client is a Large Law Firm looking for a Transportation Attorney.Handle a caseload from start to finihsAnswering the complaintManaging all discovery in each file including motions, and discovery.E...
  • 3 Days Ago

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Universal Banker
  • Orange Bank & Trust Company
  • Middletown, NY FULL_TIME
  • Title: Business Banker Department: Branch OperationsFLSA Status: Non-ExemptReports to: Branch Manager, Assistant Branch Manager, Business Banker Supervisor General Summary: The Business Banker is resp...
  • 23 Days Ago

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Bilingual- Float Teller
  • Manufacturers and Traders Trust Co
  • Newburgh, NY FULL_TIME
  • Overview: As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a...
  • 2 Days Ago

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Wealth Advisor
  • Wilmington Trust N.A.
  • Fishkill, NY FULL_TIME
  • Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and co...
  • 3 Days Ago

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0 Top Trust Operations Executive jobs found in Poughkeepsie, NY area

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Office Manager (Family Support Services)
  • Family Services Inc.
  • Kingston, NY
  • Job Title: Office Manager Status: Non-Exempt Salary: $22.52 per hour Schedule: Mon-Fri, 35 hours per week Reports to: Di...
  • 3/28/2024 12:00:00 AM

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Mechanical Engineer
  • US Tech Solutions, Inc.
  • Canaan, CT
  • Job Description: This role will master the Production Technology and Maintenance Techniques being responsible for: Loss ...
  • 3/28/2024 12:00:00 AM

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Restaurant Manager
  • Dennys Corp.
  • Middletown, NY
  • **Restaurant Manager** Middletown, NY - 411 ROUTE 211 EAST (10940) Category Restaurant Management Job Id 74423359 JOB DE...
  • 3/28/2024 12:00:00 AM

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Assistant Meat Manager
  • Restaurant Depot LLC
  • Newburgh, NY
  • Position Title: Assistant Meat Manager Department: Meat Supervisor: Meat Manager FLSA: Full-Time, Hourly, 8-10 hour shif...
  • 3/28/2024 12:00:00 AM

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LD Tech, Mechanical Engineering
  • Manpower Engineering
  • Canaan, CT
  • Our client is seeking a Mechanical Engineering to join their team. Job Title: Mechanical Engineering Location: Canaan CT...
  • 3/27/2024 12:00:00 AM

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Registered Nurse
  • TemPositions Health Care
  • Middletown, NY
  • We are currently looking for Registered Nurses in the Rockland/Orange County area. RNs are responsible for the oversight...
  • 3/27/2024 12:00:00 AM

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Senior HR Associate (Early Careers & Learning & Development) [Hybrid 3/2 Work Schedule]
  • Castleton Commodities International, LLC
  • Stamford, CT
  • CCIs Talent Strategy team is seeking a highly motivated and detail-oriented Senior Human Resources Associate to join our...
  • 3/26/2024 12:00:00 AM

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Registered Nurse
  • TemPositions Health Care
  • Middletown, NY
  • We are currently looking for Registered Nurses in the Rockland/Orange County area. RN’s are responsible for the oversigh...
  • 3/25/2024 12:00:00 AM

Poughkeepsie (/pəˈkɪpsi/ pə-KIP-see), officially the City of Poughkeepsie, is a city in the state of New York, United States, which is the county seat of Dutchess County. As of the 2010 census it had a population of 32,736. Poughkeepsie is in the Hudson Valley midway between New York City and Albany, and is part of the New York metropolitan area. The name derives from a word in the Wappinger language, roughly U-puku-ipi-sing, meaning "the reed-covered lodge by the little-water place", referring to a spring or stream feeding into the Hudson River south of the present downtown area. Poughkeepsie...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Operations Executive jobs
$212,501 to $338,460
Poughkeepsie, New York area prices
were up 1.5% from a year ago