Trust Operations Officer jobs in Saint Louis, MO
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 Officer
- Edward Jones
-
Saint Louis, MO
FULL_TIME
-
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
What You'll Do:
Our Trust Officers work closely with clients and Edward Jones branch teams on a daily basis, with the myriad of their decisions around Trust administration providing a critical service for the firm. While this position is an individual contributor role, you will have informal leadership responsibilities, partnering with financial advisors, internal subject matter experts, and outside business professionals as you deliver an excellent client experience.
As a Trust Officer, you will:- Review and interpret trust agreements and other estate planning documents for execution of the overall estate planning strategy while limiting fiduciary, regulatory and legal risk.
- Explain complex estate planning concepts, trust terms and legal concerns/requirements with beneficiaries and financial advisors.
- Identify issues and create solutions regarding complex and unique legal, tax, and logistical matters in a high-volume environment that is often time sensitive.
- Manage ongoing account administration, including evaluating discretionary requests, approving distributions, hosting annual review Zoom meetings, and completing required oversight reviews and reports.
- Understand and balance the needs of grantors and all current and future beneficiaries within a fiduciary framework.
What Experience You Need:- Bachelor's degree
- 3 years of trust and estate administration, or related legal or financial services experience
- Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles
- Skilled in written and verbal communication (especially in complex matters) and demonstrate a high level of interpersonal skills.
What Could Set You Apart:- 3-5 years of administration of special needs trusts
- Experience administering trust owned IRAs
- Industry designation(s) such as CTFA, CFP®, or a J.D.
- Demonstrated ability to balance compliance, legal, and business decisions
- Successfully working in a fast paced, cross-functional team-based environment
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesEdward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: - 7 Days Ago
Senior Trust & Compliance Officer
- The Bank of Missouri
-
Columbia, MO
OTHER
- Job Details Job Location: Columbia- Buttonwood Drive - Columbia, MO Salary Range: Undisclosed DescriptionWorking at The Bank of Missouri At The Bank of Missouri we know it takes great people to suppor...
- 18 Days Ago
Sr Commercial Finance Officer
- Republic Bank & Trust Co
-
Saint Louis, MO
FULL_TIME
- “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
- 1 Day Ago
Commercial Lending Officer
- American Bank and Trust
-
Kane, IL
FULL_TIME
- Job Summary: The Commercial Lending Officer is responsible for building and servicing a diversified commercial loan portfolio in their market. Essential Functions and Responsibilities: Collect and ana...
- 17 Days Ago
Trust Assistant
- CNB Bank and Trust, N.A.
-
GLEN CARBON, IL
FULL_TIME
- MAJOR RESPONSIBILITIES: • Assist in the performance of tasks related to Trust Department account record keeping, including income and expense processing, customer disbursements, maintenance of tickler...
- 11 Days Ago
Trust Assistant
- CNB Bank & Trust NA
-
Glen Carbon, IL
FULL_TIME
- MAJOR RESPONSIBILITIES: Assist in the performance of tasks related to Trust Department account record keeping, including income and expense processing, customer disbursements, maintenance of tickler s...
- 11 Days Ago
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0 Trust Operations Officer jobs found in Saint Louis, MO area
PeopleSoft Administrator
- Wipro
-
Saint Louis, MO
- About Wipro: Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company ...
- 4/18/2024 12:00:00 AM
Site Admin
- Lutechresources
-
Jerseyville, IL
- At Lutech Resources, we thrive by making you successful. On any given day, more than 3,000 individuals go to work at Lut...
- 4/18/2024 12:00:00 AM
Receptionist Manager (58976)
- Inter-Con Security Systems, Inc.
-
Saint Louis, MO
- Reception Manager Job description Position Summary: The Reception Manager will supervise Reception activities at the cli...
- 4/18/2024 12:00:00 AM
STAFF ACCOUNTANT I
- Society of St Vincent de Paul
-
Saint Louis, MO
- Job Description Job Description OVERVIEW The Staff Accountant is responsible for financial reporting and supports the ef...
- 4/18/2024 12:00:00 AM
Site Admin
- LutechResources
-
Jerseyville, IL
- At Lutech Resources, we thrive by making you successful. On any given day, more than 3,000 individuals go to work at Lut...
- 4/17/2024 12:00:00 AM
Chief Administrative Officer
- CHADS COALITION FOR MENTAL HEALTH
-
Saint Louis, MO
- Job Description Job Description CHADS Coalition for Mental Health is a non-profit organization whose mission is to save ...
- 4/16/2024 12:00:00 AM
Staffing Business Development (Staffing Services) EST or CST Remote
- Vector Talent Resources
-
Saint Louis, MO
- Our Company: Vector Talent Resources is comprised of the industry's top recruiting talent that works aggressively and di...
- 4/16/2024 12:00:00 AM
Global Health Research Program Manager - Infectious Diseases
- Washington University in St. Louis
-
Saint Louis, MO
- Scheduled Hours 40 Position Summary This position will oversee a complex portfolio of major Global Health grants and con...
- 4/16/2024 12:00:00 AM
About Saint Louis, Missouri
St. Louis (/seɪnt ˈluːɪs/) is an independent city and major inland port in the U.S. state of Missouri. It is situated along the western bank of the Mississippi River, which marks Missouri's border with Illinois. The Missouri River merges with the Mississippi River just north of the city. These two rivers combined form the fourth longest river system in the world. The city had an estimated 2017 population of 308,626 and is the cultural and economic center of the St. Louis metropolitan area (home to nearly 3,000,000 people), which is the largest metropolitan area in Missouri, the second-largest ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$72,882 to $105,379
Saint Louis, Missouri area prices
were up 0.7% from a year ago
were up 0.7% 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