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)
Description
Responsible for the overall management of the trust department duties of the Trust Officer include, but are not limited to:
Requirements
A bachelor's or master's degree in accounting, finance or legal studies is required. Juris Doctor/Attorney licensure, Certified Public Accountant licensure, Certified Financial Planner or Certified Trust or Financial Advisor designation required. Five or more years of experience in trust management or active law practice required.
Additional qualifications include:
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0 Trust Operations Officer jobs found in Cedar Falls, IA area