Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Title: Trust Operations Specialist - Reconcilement
Department: Trust Operations
Pay Range: TBD
FLSA Status: Non-exempt
Report to: Reconcilement Supervisor
Date:
Company Profile: Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $65 billion in client assets. Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.
Department Profile:
The role of Trust Operations Specialist Reconcilement is a dynamic team-based role within Argent’s Operations Department. The Operations Department’s responsibilities cover activities that support the overall services provided to Argent’s clients. Some of the services supported by Operations include (but not limited to), account transfers, asset movement, client deposit and disbursement processing, fund accounting, mail processing, and reconciliation of client and DDA accounts. The Operations Department interacts daily with internal personnel and external institutions.
Job Summary:
The Reconciliation Analyst is responsible for ensuring accurate and timely reconciliation of the accounting system’s cash balances, asset balances, and other financial transactions related to wealth management accounts.
Job Specifics: Reconcilement Desk
Knowledge, Skills, and Abilities:
Credentials and Experience:
Clear All
0 Trust Manager - Operations jobs found in Birmingham, AL area