Trust Manager - Operations jobs in Kansas City, KS
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)
Recently Added Trust Manager - Operations jobs
Assistant/Junior Trust Portfolio Manager - located in Topeka, KS or Olathe, KS
- CoreFirst Bank & Trust
-
Olathe, KS
FULL_TIME
-
Position Description:
The Assistant/Junior Trust Portfolio Manager is responsible for assisting with the day-to-day management of client accounts, helping with investment research & analysis, and supporting marketing activities to increase the number of accounts administered. A Junior Portfolio Manager would be expected to meet with clients and manage a portfolio of client accounts, while an Assistant Portfolio Manager would grow into that role. Position Responsibilities:
Assistant Portfolio Manager expected to do the following and grow into Junior Portfolio Manager duties.
Create reports on investment-related performance and activity and review reports for accuracy
Monitor asset allocation relative to policy and goals
Conduct ongoing research regarding securities and market & economic trends
Manage fixed income maturities and reinvestment
Work with Operations department to complete projects
Maintain records and files of all portfolio activity
Monitor and implement investment models
Place and monitor trades for completion
Maintain relationships with third-party vendors
Other tasks as needed Junior Portfolio Manager expected to be able to complete Assistant Portfolio Manager duties plus the following:
Communicate with clients about their accounts, market conditions and economic and market trends
Establish client investment objectives, including risk tolerance, asset allocation, and cash requirements
Explain and differentiate between various investment opportunities
Coordinate investments with administrators and their clients
Responsible for investment review portion of annual account review process
Other tasks as needed Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Knowledge, Skills, and Abilities: Skills & Abilities -
Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
Outstanding interpersonal and organizational skills
The ability to plan and execute multiple projects and initiatives balancing department and organizational demands and resources is a must; work must be completed with quality and accuracy
Work in a team environment while promoting a positive attitude toward teamwork
Accept and respond to changes in the work environment
Willingness to pursue advanced certifications such as CFA, CFP, CAIA, ChFC, or AIF Experience: -
College, course work, or work experience that has provided a basic understanding of equities, bond, ETF, and/or Mutual Fund investments. Education: -
Bachelors Degree in Business or related field preferred
Goal of obtaining CFA Charter or CFP. Competencies: -
Ability to handle a wide variety of tasks: client-related, investments, and operational
Communicates clearly and effectively
Demonstrates ability to translate financial language into laymans terms for explanatory purposes
Maintains professional and confident demeanor
Demonstrates ability to make informed and logical decisions
Exhibits ability to remain calm and think analytically during stressful situations
Possesses detailed knowledge of economic theory and financial terminology
Possesses detailed knowledge of best investment practices
Possesses strong analytical and problem-solving skills
Is capable of applying economic theory and research to daily management activity Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and listen to members and other employees. Physical activities include a combination of constant sitting, constant hand motion and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.
Applicants must pass a drug screen and background checks
Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal
Travel and Environment:Travel:
Travel is primarily local during the business day, although some local evening and weekend travel may be expected.
Work Environment:
The majority of working hours will be spent in an office setting monitoring portfolios and meeting with clients.
Some local travel for client meetings may be necessary.
Workweeks often exceed the standard 40 hours.
Work environment may be high stress in periods of economic downturn or market instability. - 12 Days Ago
Apartment Manager
- KAMY Real Property Trust
-
Pittsburg, KS
PART_TIME,CONTRACTOR,FULL_TIME
- In search of a Manager for a small Apartment complex. Semi-retired, handy person, or want to subsidize income? Applicants need to be familiar with, or able to maintain, fix and/or make ready the apart...
- 28 Days Ago
VP, Relationship Manager
- Enterprise Bank & Trust
-
Olathe, KS
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
- 17 Days Ago
Assistant Branch Manager
- Enterprise Bank & Trust
-
Overland Park, KS
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
- 1 Day Ago
Branch Sales Manager - Lenexa Ridge
- COREFIRST BANK & TRUST
-
Lenexa, KS
FULL_TIME
- DescriptionHours: Typically, forty (40) hours per week between 7:00am – 7:00pm Monday – Friday, 9:00am – 12:00pm Saturday, other hours as neededRole: Manages a designated branch to achieve established...
- 26 Days Ago
Trust Administrative Assistant
- Midwest Trust Company
-
OVERLAND PARK, KS
FULL_TIME
- DescriptionTrust Administrative AssistantMidwest Trust Company – Overland Park, Kansas If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust...
- 11 Days Ago
Filters
- Current Active Filter
- Kansas City, KS
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Trust Manager - Operations jobs found in Kansas City, KS area
Operations Manager Trainee
- Ryder System
-
Kansas City, MO
- Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
- 4/26/2024 12:00:00 AM
Operations Manager
- Rensenhouse Construction Solutions
-
Kansas City, MO
- Job Description Job Description We are looking for a passionate, hard-working person to join our growing business. We ha...
- 4/26/2024 12:00:00 AM
Operations Manager
- Sterling Engineering, Inc.
-
Overland Park, KS
- Overview/Summary: Join a dynamic and innovative company at the forefront of manufacturing excellence! We are seeking a h...
- 4/26/2024 12:00:00 AM
Operations Manager
- Coast Personnel Services
-
Kansas City, MO
- Job Description Job Description We are seeking a Operations Manager to become an integral part of driving a team! You wi...
- 4/25/2024 12:00:00 AM
Operations Manager
- Michaels Stores, Inc.
-
Kansas City, MO
- Store - KC-LIBERTY, MO Lead the operational processes to deliver sales and profits while protecting our assets. Provide ...
- 4/23/2024 12:00:00 AM
Operations Manager
- She Recruits, LLC
-
Kansas City, KS
- Job Title: Operations Manager Location: Kansas City, KS Salary: $130k-170k We are seeking an experienced Operations Mana...
- 4/22/2024 12:00:00 AM
Operations Manager
- At Home Stores LLC
-
Olathe, KS
- Operations Manager Our Vision: To be the Leading Home Dcor Retailer Our Mission: Enable everyone to affordably make thei...
- 4/22/2024 12:00:00 AM
Operations Manager
- Papa John's
-
Leavenworth, KS
- This role has primary responsibility for shift management, hiring/firing, onboarding, training, development, corrective ...
- 4/22/2024 12:00:00 AM
About Kansas City, Kansas
Kansas City is the third-largest city in the State of Kansas, the county seat of Wyandotte County, and the third-largest city of the Kansas City metropolitan area. Kansas City, Kansas is abbreviated as "KCK" to differentiate it from Kansas City, Missouri, after which it is named. It is part of a consolidated city-county government known as the "Unified Government". Wyandotte County also includes the independent cities of Bonner Springs and Edwardsville. As of the 2010 census, the city had a population of 145,786 residents. It is situated at Kaw Point, which is the junction of the Missouri an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$104,009 to $151,273
Kansas City, Kansas area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
What does a Trust Manager - Operations do?
Trust Manager - Operations in Port Arthur, TX
Five or more years related experience and/or training working in the trust operations environment.
December 24, 2019
See the Future Outlook and Educational Requirements for "TRUST OPERATIONS ASSISTANT".
December 25, 2019
Trust Manager - Operations in Bloomington, IN
Banks engaged in trust operations are subject to the rules, policies, and procedures applicable to recordkeeping and confirmation requirements.
December 08, 2019
Trust Manager - Operations in Lexington, KY
“Accountability and transparency are crucial to running a public utility that Angelenos can count on and trust,” Los Angeles Mayor Garcetti said.
January 19, 2020