Trust Operations Officer jobs in Boca Raton, FL

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Chief Operations Officer
  • Martin County School District
  • Stuart, FL FULL_TIME

  • THE SCHOOL BOARD OF MARTIN COUNTY

    CHIEF OPERATIONS OFFICER

    JOB DESCRIPTION

    QUALIFICATIONS:
    (1) Master’s degree from an accredited educational institution.
    (2) Major course of study in Business Administration, School Administration or Public Administration.
    (3) CPM and/or CPA designation preferred.
    (4) Seven (7) years of progressively responsible experience in administration of the operational areas of
    Florida Public Schools.

    KNOWLEDGE, SKILLS AND ABILITIES:
    Knowledge of state and federal laws and State Board of Education Rules governing Florida school finance,
    transportation, food services, purchasing, risk management, construction, inspection, and maintenance
    functions. Skill in facilitating both short- and long-range planning. Ability to use both mainframe and
    microcomputer resources. Ability to interpret complex financial data. Ability to communicate the data to
    various groups effectively.

    REPORTS TO:
    Superintendent

    JOB GOAL
    To ensure that all areas of responsibility are operated in an efficient and cost effective
    manner and that timely and accurate information is available for use by the district.

    SUPERVISES:
    Director of Facilities and Planning Director of Maintenance
    Director of Food and Nutrition Services Director of Educational Technology
    Director of Transportation Assigned Support Personnel


    PERFORMANCE RESPONSIBILITIES:

    Service Delivery
    * (1) Oversee the implementation of plans and procedures to improve the management of the district’s
    resources in the assigned functional areas.
    * (2) Develop, recommend, and implement both short- and long-range plans for each assigned functional
    area.
    * (3) Develop accurate projections of revenue and expenditures for assigned functional areas.
    * (4) Monitor and coordinate the budgeting and expenditure of funds supporting the risk
    management/inservice programs.
    * (5) Oversee the district’s energy management program.
    * (6) Work with various groups and organizations in areas of assigned responsibilities.
    * (7) Oversee the district’s risk management programs.
    * (8) Coordinate the district’s capital improvement and maintenance planning process and recommend
    plans to the Superintendent.
    * (9) Plan and monitor the work flow within the operations division.
    *(10) Coordinate and approve the development of manuals and procedures concerning the various assigned
    functional areas.
    *(11) Prepare and present special reports/studies for the Superintendent/Board.
    Inter/Intra-Agency Communication and Delivery
    *(12) Keep the Superintendent informed of the status and needs of each assigned functional area.
    *(13) Maintain close communication with the personnel and data processing departments in monitoring
    budgets and expenditures for labor.
    *(14) Coordinate the various activities of the operations divisions with other divisions/departments.
    *(15) Ensure that those supervised are kept informed.
    BOARD APPROVED: 5/17/2016

    CHIEF OPERATIONS OFFICER (Continued)

    *(16) Interact with outside agencies, businesses and the community to enhance the understanding of district
    initiatives and priorities and to elicit support and assistance.
    *(17) Respond to inquiries and concerns in a timely manner.
    *(18) Serve on district, state or community councils or committees as assigned or appropriate.
    *(19) Provide oversight and direction for cooperative planning with other agencies.
    *(20) Assist in the interpretation of philosophy and policies of the district to staff, parents and the
    community.
    *(21) Work closely with district and school staffs to support school improvement initiatives and processes.
    *(22) Communicate effectively with parents/caregivers about the programs and services and any changes
    which may impact their children.
    Professional Growth and Improvement
    *(23) Maintain current knowledge in the areas of assigned responsibility, particularly in state legislation.
    *(24) Facilitate the development, implementation and evaluation of staff development activities in assigned
    areas.
    *(25) Attend training sessions, conferences and workshops as assigned to keep abreast of current practices
    and legal issues.
    Systemic Functions
    *(26) Develop the district’s annual budget for the assigned functional areas, including allocation formulas
    for non-labor expenditures.
    *(27) Provide information for and participate in the collective bargaining process.
    *(28) Develop and recommend items for action by the School Board.
    *(29) Review and recommend new and amended Board policies for adoption.
    *(30) Supervise assigned personnel, conduct annual performance appraisals and make recommendations for
    appropriate employment actions.
    *(31) Prepare or assist in the preparation of all required reports and maintain all appropriate records.
    *(32) Develop annual goals and objectives consistent with and in support of district goals and priorities.
    *(33) Must be available/present during all emergency situations.
    (34) Perform other duties as assigned.
    Leadership and Strategic Orientation
    *(35) Serve as a member of the Superintendent’s Leadership Team.
    *(36) Provide leadership and direction for assigned areas of responsibility.
    *(37) Provide leadership and guidance in the development of annual goals and objectives for assigned
    department.
    *(38) Assist in implementing the district’s goals and strategic commitment.
    *(39) Exercise proactive leadership in promoting the vision and mission of the district.
    *(40) Set high standards and expectations and promote professional growth for self and others.
    *(41) Utilize appropriate strategies and problem-solving tools to make decisions regarding, planning,
    utilization of funds, delivery of services and evaluation of services provided.
    *(42) Demonstrate initiative in identifying potential problems or opportunities for improvement and take
    appropriate action.
    *(43) Use appropriate styles and methods to motivate, gain commitment and facilitate task accomplishment.

    PHYSICAL REQUIREMENTS:
    Light Work: Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force as frequently as
    needed to move objects.

    See Job Description Supplement for Codes
    Physical Activity - occasionally D, F, G, K, O-Q, S
    - frequently A-C, T, U
    - constantly V
    Working Conditions B
    Materials, Tools and Equipment A-E, G, H, P



    TERMS OF EMPLOYMENT:
    BOARD APPROVED: 5/17/2016

    CHIEF OPERATIONS OFFICER (Continued)

    Salary and benefits shall be paid consistent with the district’s approved compensation plan.
    Length of the work year and hours of employment shall be those established by the district.

    EVALUATION:
    Performance of this job will be evaluated in accordance with provisions of the Board’s policy on evaluation of
    personnel.

    *Essential Performance Responsibilities
    BOARD APPROVED: 5/17/2016
  • 21 Days Ago

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Family Office Accountant
  • Chilton Trust
  • Beach, FL FULL_TIME
  • Position DescriptionAssist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc.Preparation of monthly financial repo...
  • 2 Months Ago

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Trust & Estates Attorney
  • Ascension Global Staffing & Executive Search
  • Beach, FL FULL_TIME
  • Ascension Global Staffing & Executive Search is an equal opportunity employer. All applicants will be treated without regard to race, color, religion, sex, national origin, age, disability, sexual ori...
  • 19 Days Ago

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Trust & Estate Paralegal
  • Ascension Global Staffing & Executive Search
  • Boca Raton, FL FULL_TIME
  • Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commi...
  • 19 Days Ago

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Trust and Estate Planning Associate
  • Jobot
  • Boca Raton, FL FULL_TIME
  • This Jobot Job is hosted by: Angela TrudeauAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $100,000 - $150,000 per yearA bit about us:We're a Trus...
  • 22 Days Ago

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Trust & Estate Planning Associate
  • Jobot
  • Boca Raton, FL FULL_TIME
  • This Jobot Job is hosted by: Angela TrudeauAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $135,000 - $175,000 per yearA bit about us:We're a bout...
  • Just Posted

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0 Trust Operations Officer jobs found in Boca Raton, FL area

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Executive Administrative Assistant & Operations Support
  • Atlantic Coast Automotive
  • Miami Lakes, FL
  • Job Description Job Description Basic Job Summary: The job position would work directly for the CEO of a large automotiv...
  • 3/28/2024 12:00:00 AM

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PERMIT PLANS SUPERVISOR
  • The City of Miramar FL
  • Hollywood, FL
  • This supervisory clerical position performs routine to complex clerical work in the processing and tracking of building ...
  • 3/28/2024 12:00:00 AM

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PERMIT PLANS SUPERVISOR
  • City of Miramar Florida
  • Hollywood, FL
  • This supervisory clerical position performs routine to complex clerical work in the processing and tracking of building ...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Mastec, Inc.
  • Hollywood, FL
  • The Administrative Assistant will provide administrative and general office support to the site and regional operations....
  • 3/27/2024 12:00:00 AM

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Fund Administration Operations Specialist (Back Office)
  • Integrated Solutions
  • Boca Raton, FL
  • Job Description Job Description Integrated Solutions is seeking a detail-oriented and organized individual to join our t...
  • 3/26/2024 12:00:00 AM

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Chief Operations Officer (COO)
  • Preipo
  • Boca Raton, FL
  • The Chief Operations Officer (COO) is pivotal for our rapidly growing fintech company, responsible for the effective man...
  • 3/26/2024 12:00:00 AM

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ADMINISTRATIVE COORDINATOR - PLANT OPERATIONS
  • Universal Health Services, Inc.
  • West Palm Beach, FL
  • This opportunity is full-time at 40 hours per week, offers full benefits and a convenient day shift schedule. Wellington...
  • 3/25/2024 12:00:00 AM

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Management Consultant, Behavioral Health, Pool (5892) BHMC
  • Broward Health - North Broward Hospital District
  • Fort Lauderdale, FL
  • Broward Health Medical Center. Shift: Shift 1 FTE: 0.010000 The pool management consultant, provides operational, admini...
  • 3/24/2024 12:00:00 AM

According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$73,115 to $105,717
Boca Raton, Florida area prices
were up 1.5% from a year ago

Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020