Trust Operations Officer jobs in Erie, PA
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
TRUST COORDINATOR
- Northwest
-
Erie, PA
FULL_TIME
-
The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties.
Essential Functions
- Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative
- Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
- Coordinate documentation and communication with Trust Operations
- Verify and/or process transactions, as directed
- Initiate specific transactions , as directed
- Identify/resolve daily account/administrative issues
- Assist with special projects, seminars, and special events
- Ensure total document and data integrity
- Organize and file correspondence and documentation
- Manage personal workload/workflow
- Originate and type correspondence/documentation
- Answer the telephone
- Identify and resolve customer/operational issues
- Assist customers, as needed
- Partner with Trust personnel and operational staff
- Generate customer documents and agreements, as directed
- Input new account system information
- Monitor overdrafts and excess cash balances in Trust Accounts
- Monitor the timely processing of transfers when opening/closing accounts
- Process distributions requests and bill payments for clients, as directed
- Check previous days operational transactions
- Monitor receipt of new account assets and money
- Monitor receipt of closing account assets and money
- Update current client system information to operations
- Deposit/post all transactions
- Provide assistance/training to other personnel
- Contribute to various committees (as requested)
- Perform Committee Secretary duties (as assigned)
- Monitor and reconcile daily balance sheets, including those that come from outside record keepers
- Coordinate and monitor all incoming rollovers into designated plan
- Provide administrative support for all Account Managers/Trust Officers
- Assist with audits and special projects as needed
- Recommend improvements to procedures
- Provide appropriate customer service levels
- Minimizing departmental non-payroll costs
- Maximize technology tools available
- Ensure accuracy of financial data
- Communicate problems or areas requiring attention to manager
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High School Diploma or equivalent preferred
Work Experience
3 - 5 years customer service experience preferred
General Employee Knowledge, Skills, and Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
- Ability to work with PC's, word processing and spreadsheets
- Skill in telephone etiquette
- Clerical aptitude
#LI-JB1
- 14 Days Ago
TRUST COORDINATOR
- Northwest Bank
-
Erie, PA
FULL_TIME
- DescriptionThe Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative a...
- 17 Days Ago
TRUST COORDINATOR
- Northwest Opportunities
-
ERIE, PA
FULL_TIME
- The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical...
- 1 Month Ago
Crew Member - 1283
- Five Guys Operations LLC, Five Guys
-
Erie, PA
PART_TIME
- The pay for this position starts at $13.00/hour Tips Bonus Five Guys Burgers and Fries is interviewing for crew members. Ranked #1 burger in America not only for our delicious food but also for our ex...
- 7 Days Ago
Security Officer
- Erie Management Group, LLC
-
Erie, PA
FULL_TIME
- Security Officer Diamond Shadow is a protective services company specializing in physical security and investigative measures. Developed for corporate professionals and their interests, Diamond Shadow...
- 15 Days Ago
SECURITY OFFICER
- MMC #1
-
MEADVILLE, PA
FULL_TIME
- SUMMARY Responsible for maintaining a safe and secure environment for patients, visitors and staff. Establish a security presence by patrolling hospitals, buildings, grounds and associated areas to de...
- 17 Days Ago
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0 Trust Operations Officer jobs found in Erie, PA area
Regional Home Health Administrator- Erie, PA
- Interim HealthCare
-
Erie, PA
- This Regional Administrator position covers the Erie and Meadville, PA areas Home Health management experience, clinicia...
- 4/22/2024 12:00:00 AM
Home Care Director
- Affiliated LTSS
-
Erie, PA
- Job Description Job Description The Homecare Director is responsible for staffing each case which involves recruitment, ...
- 4/22/2024 12:00:00 AM
Revenue Tax Claim Specialist
- Erie County Pa
-
Erie, PA
- Job DescriptionPosition: Revenue Tax Claim SpecialistDepartmentFinanceLocationErie County CourthouseStatusFull TimeStart...
- 4/22/2024 12:00:00 AM
Office Administrator
- RE/MAX Hometown Realty
-
Meadville, PA
- Job Description Job Description Job Title: Real Estate Office Administrator Job Summary: The Real Estate Office Administ...
- 4/22/2024 12:00:00 AM
Quality Assurance Manager
- American Cap Company Inc
-
Meadville, PA
- Job Description Job Description Job Title: Quality Assurance Manager Department: Quality Reports To: Chief Operating Off...
- 4/21/2024 12:00:00 AM
Administrative Assistant
- Adecco Staffing, USA
-
Erie, PA
- Adecco is currently assisting a local client in their search to fill an Administrative Assistant job in Erie, PA. This i...
- 4/21/2024 12:00:00 AM
Branch Manager
- Patriot Home Care
-
Erie, PA
- Overview: We are seeking a Branch Manager to join our team. The Branch Manager will be responsible for overseeing the of...
- 4/20/2024 12:00:00 AM
Sorter/Processor
- Salvation Army - ARC
-
Erie, PA
- Job Description Job Description Duties and Responsibilities: General 1. Assist as required with sorting room operation. ...
- 4/19/2024 12:00:00 AM
About Erie, Pennsylvania
Erie (/ˈɪəri/; EER-ee) is a city on the south shore of Lake Erie and the county seat of Erie County, Pennsylvania, United States. Named for the lake and the Native American Erie people who lived in the area until the mid-17th century, Erie is the fourth-largest city in Pennsylvania, as well as the largest city in Northwestern Pennsylvania, with a population of 101,786 at the 2010 census. The estimated population in 2017 had decreased to 97,369. The Erie metropolitan area, equivalent to all of Erie County, consists of 276,207 residents. The Erie-Meadville, PA Combined Statistical Area has a pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$68,788 to $99,459
Erie, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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