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 FUNCTION:
The Trust Officer’s primary responsibility will be to perform service and fulfillment activities and meet fiduciary responsibilities and client needs and expectations for Jefferson Bank Trust customers. Trust Officer will also focus on serving the trust and fiduciary needs of clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned.
DUTIES & RESPONSIBILITIES:
MINIMUM QUALIFICATIONS:
Work Experience
Supervisory Experience
Position includes Driving
Education/Skills/Experience
Equipment/Machines/Software
Competency Requirements
Physical Requirements
This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.
Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.
Click the link below to be redirected to the Equal Employment Opportunity Commission’s website to view the “Know Your Rights” Poster:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf
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