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)
JOB TITLE: Trust Officer
Entity (SFG or SCB): SCB
Job Classification: Full Time, Exempt
Department: Trust and Wealth Management
Reports to: Executive VP of Trust and Wealth Management
Education requirements:
Experience or Skill requirements:
Duties:
Internal – Moderate contact with bank customers, customer service representatives and bank employees regarding accounts, specific transactions and problem resolution.
External – Extensive contact with clients, attorneys and CPAs regarding accounts, specific transactions, portfolio management and problem resolution.
Summit provides equal employment opportunities in all aspects of employment. All employment decisions are made without regard to race, color, religion, age, sex (including pregnancy, sexual orientation, or gender identity), national origin, disability status, genetics, protected veteran status, or any other characteristic protected by federal, state, or local laws.
Salary Information: Hourly rate varies based on experience.
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