Trust Operations Officer jobs in Cleveland, OH

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)

Recently Added Trust Operations Officer jobs

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Asset Servicing Operations Associate
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.

    JOB SUMMARY:
    The Operations Associate II for the Asset Servicing department provides day-to-day operational support for the initial review of an asset, valuation updates, security master setup, and ongoing maintenance of all asset classes. Supports the goals and objectives of Equity Trust Company (ETC) leadership, collaborates effectively across the organization and ensures a superior client experience.

    ESSENTIAL FUNCTIONS:
    • Gathers, reviews and verifies required documents for completion and accuracy including asset setup, valuations, and corrections
    • Guarantees continued maintenance of existing assets including fair market value updates, matured notes, note modifications and updating client’s assets by utilizing statements provided by the asset provider
    • Works with Asset Sponsors to obtain appropriate tax reporting requirements and pricing updates
    • Monitors unsettled assets to ensure appropriate documentation is on file
    • Confirms tender offers, quarterly redemption notifications and proxy and prospectus are issued to account holders
    • Monitors and updates corporate actions
    • Institutes continuous improvement approaches where appropriate; assesses processes and make recommendations for workflow improvements
    • Works collaboratively in a team environment to achieve team, department, and overall business goals
    OTHER FUNCTIONS:
    • Ability to multitask in a fast-paced, deadline-driven environment
    • Demonstrate success in problem solving and resolving client issues/concerns
    • Provide project support as assigned
    • Perform other duties as assigned
    QUALIFICATIONS:
    Education and Experience:
    • High School Diploma or GED required
    • Associate or Bachelor’s degree in Finance, Business or related field preferred
    • Retirement product knowledge or financial services experience preferred
    PROFESSIONAL CERTIFICATIONS:
    • None required
    TECHNICAL SKILLS:
    • Computer proficiency with intermediate Microsoft Office skills
    BEHAVIORAL COMPETENCIES:
    In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
    • Detail-oriented
    • Listening skills
    • Time management Written and verbal communication
    • Dealing with ambiguity
    • Composure
    PHYSICAL DEMANDS/WORK ENVIRONMENT:
    This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description can be amended at any time.

    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

  • 17 Days Ago
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Operations Associate II (FT)
  • Equity Trust
  • Westlake, OH FULL_TIME
  • JOB SUMMARY: The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional se...
  • 20 Days Ago
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Investments Operations Team Lead
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office and is eligible for a hybrid remote schedule.JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and ...
  • 9 Days Ago
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Supervisor, Investment Operations
  • Equity Trust
  • Westlake, OH FULL_TIME
  • JOB OVERVIEWThe Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold ...
  • 11 Days Ago
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Dedicated Operations Associate
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote)JOB OVERVIEW:The Dedicated Operations Associate handles all applicable client re...
  • 1 Month Ago
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Team Lead - Investment Operations
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and th...
  • 2 Months Ago
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0 Trust Operations Officer jobs found in Cleveland, OH area

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Maintenance Technician - Earn $25+
  • Plastipak Holdings
  • Medina, OH
  • As a Plastipak Maintenance Technician, you perform, monitor & evaluate preventative maintenance plans, while continually...
  • 4/25/2024 12:00:00 AM
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ServiceNow Admin - REMOTE but MUST be LOCAL to DC area - W2 only
  • Vector Talent Resources
  • Cleveland, OH
  • Job Title: ServiceNow Administrator Location: REMOTE with some travel to DC, San Francisco, Chicago, and New York. *** Y...
  • 4/24/2024 12:00:00 AM
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Office Assistant
  • The Brewer-Garrett Company
  • Middleburg Heights, OH
  • The office assistant is responsible for various clerical and administrative functions within the service operations admi...
  • 4/23/2024 12:00:00 AM
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Staffing Business Development (Staffing Services) EST or CST Remote
  • Vector Talent Resources
  • Cleveland, OH
  • Our Company: Vector Talent Resources is comprised of the industry's top recruiting talent that works aggressively and di...
  • 4/22/2024 12:00:00 AM
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Dealer Operations Coach
  • Dealer Tire
  • Cleveland, OH
  • Title: Dealer Operations Coach Reports To: Regional Operations Manager FLSA Status: Exempt Date Revised: 11/17/2023 As a...
  • 4/22/2024 12:00:00 AM
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I
Chief Operating Officer
  • IMS Company
  • Chagrin Falls, OH
  • Job Description Job Description We are seeking a Chief Operating Officer to lead our company! You will help develop and ...
  • 4/21/2024 12:00:00 AM
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Staffing Business Development (Staffing Services) EST or CST Remote
  • Vector Talent Resources
  • Cleveland, OH
  • Our Company: Vector Talent Resources is comprised of the industry's top recruiting talent that works aggressively and di...
  • 4/21/2024 12:00:00 AM
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Senior Kitchen Manager
  • BJ's Restaurants
  • Orange, OH
  • Overview: Do you challenge yourself to always do things right and do them better? Then you will thrive at BJ’s Restauran...
  • 6/9/2023 12:00:00 AM
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About Cleveland, Ohio

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$73,105 to $105,702
Cleveland, Ohio area prices
were up 1.6% from a year ago
View detail

What does a Trust Operations Officer do?

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