Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Title: Trust Operations Specialist - Reconcilement
Department: Trust Operations
Pay Range: TBD
FLSA Status: Non-exempt
Report to: Reconcilement Supervisor
Date:
Company Profile: Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $65 billion in client assets. Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.
Department Profile:
The role of Trust Operations Specialist Reconcilement is a dynamic team-based role within Argent’s Operations Department. The Operations Department’s responsibilities cover activities that support the overall services provided to Argent’s clients. Some of the services supported by Operations include (but not limited to), account transfers, asset movement, client deposit and disbursement processing, fund accounting, mail processing, and reconciliation of client and DDA accounts. The Operations Department interacts daily with internal personnel and external institutions.
Job Summary:
The Reconciliation Analyst is responsible for ensuring accurate and timely reconciliation of the accounting system’s cash balances, asset balances, and other financial transactions related to wealth management accounts.
Job Specifics: Reconcilement Desk
Knowledge, Skills, and Abilities:
Credentials and Experience:
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0 Trust Operations Team Supervisor jobs found in Birmingham, AL area