Trust Operations Team Supervisor jobs in Boston, MA

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)

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Trust Operations - Disbursements Specialist
  • C&M Legal Search, LLC
  • Boston, MA FULL_TIME
  • Trust Operations - Disbursements Specialist 

    The Trust Operations – Disbursements Specialist is primarily responsible for the timely and accurate distribution of funds to and for the benefit of clients, including by check, wire and ACH transfer.  The position is a non-exempt position located in the Boston office, providing in-person support and services to the partners.  

    RESPONSIBILITIES: 
    • Processes ad hoc and repetitive requests for payments in the Trust Accounting software.
    • Inputs future distributions as instructed.   
    • Initiates wire and ACH transfers online to the designated bank as well as implements in-house transfers as instructed.
    • Maintains the Positive Pay file with the bank.
    • Responds to client and attorney questions regarding distributions.
    • Troubleshoots problems in their job duties area.
    • Performs such other duties as are necessary from time to time to ensure the timely, efficient and accurate rendering of Trust services.
    QUALIFICATIONS:
    • College degree and/or a minimum of three years of successful trust accounting work experience.
    • Experience and demonstrated proficiency working with numbers and software programs required.
     
    ADDITIONAL SKILLS/EXPERIENCE/ESSENTIAL FUNCTION:
    • Must have strong aptitude for working with numbers and the ability to work proficiently with necessary software programs.
    • Excellent attention to detail and organizational skills with the ability to timely and accurately follow instructions and time schedules, and maintain accurate records.
    • Ability to manage multiple responsibilities, while utilizing Firm resources to accomplish tasks, set priorities, and work well under pressure.
    • Ability to work independently as well as a member of a team participating on projects. 
    • Interpersonal skills include a high degree of sensitivity, tact and diplomacy when dealing with clients and the ability to interact positively and professionally with both staff and lawyers.
    • Remain composed and interact positively and professionally with partners and employees in all situations.
    • Ability to communicate effectively in person, in writing and electronically with strong verbal and writing skills.
    • Technical proficiencies include the effective use of a PC and the ability to work on various software packages used by the Firm including AccuTrust Cheetah (training will be provided).
    • The ability to quickly, efficiently and consistently perform accurate data input with a basic knowledge of accounting functions and/or spreadsheet work.
    • Work in an organized manner to ensure timely and efficient work performance as well as continuity of services.
    • Always be and always be perceived as highly confidential as pertains to partners’ and employees’ personal information as well as Firm information.
    • Continually advance in the knowledge and skills required to perform job duties

  • 6 Days Ago

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Trust Operations-Disbursements Specialist
  • Staff Insight
  • Boston, MA FULL_TIME
  • The Trust Operations – Disbursements Specialist is primarily responsible for the timely and accurate distribution of funds to and for the benefit of clients, including by check, wire and ACH transfer....
  • 30 Days Ago

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Director of Finance and Operations
  • Native Plant Trust
  • Framingham, MA FULL_TIME
  • POSITION SUMMARY The Director of Finance and Operations (DFO) is a new position created to support strategic growth. As Native Plant Trust approaches its 125th anniversary, it has a strong vision and ...
  • 1 Month Ago

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Associate/Senior Associate CSO Partner Team
  • Curie Bio Operations, LLC
  • Boston, MA FULL_TIME
  • Company Overview Curie.Bio is a founder-focused seed-stage venture firm combined with an industry-grade therapeutics accelerator focused on one thing: helping entrepreneurial founders launch viable th...
  • 7 Days Ago

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Job Opening: Executive Director, Native Plant Trust
  • Native Plant Trust
  • Framingham, MA FULL_TIME
  • Our current executive director is retiring at the end of 2023. Our search firm, Koya Partners, is conducting a nationwide search for a replacement. Read the job description here.
  • 13 Days Ago

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Operations Supervisor
  • CVS Pharmacy, Inc.
  • Wellesley, MA FULL_TIME
  • Job DescriptionAn Operations Supervisor is a key leader supporting the CVS Store Management team in planning and driving store execution and performance while building consumer loyalty to CVS/pharmacy...
  • 20 Days Ago

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0 Trust Operations Team Supervisor jobs found in Boston, MA area

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Project Manager
  • DBI
  • Boston, MA
  • Job Description Job Description The DBI team specializes in the evaluation of damaged structures. DBI’s construction exp...
  • 4/24/2024 12:00:00 AM

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Director, Population Health
  • Boston Medical Center
  • Boston, MA
  • POSITION SUMMARY: The Director of Population Health is a key leadership position in the Population Health Services Divis...
  • 4/24/2024 12:00:00 AM

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Associate Director of Donor Relations
  • Beth Israel Lahey Health
  • Boston, MA
  • When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives. Job Typ...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Boston, MA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Boston, MA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Boston, MA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Associate Director of Donor Relations
  • Beth Israel Lahey Health
  • Charlestown, MA
  • When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives. Job Typ...
  • 4/21/2024 12:00:00 AM

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Assistant Director of Catering Sales
  • The Newbury Boston
  • Boston, MA
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/1/2024 12:00:00 AM

Boston has an area of 89.63 square miles (232.1 km2)—48.4 square miles (125.4 km2) (54%) of land and 41.2 square miles (106.7 km2) (46%) of water. The city's official elevation, as measured at Logan International Airport, is 19 ft (5.8 m) above sea level. The highest point in Boston is Bellevue Hill at 330 feet (100 m) above sea level, and the lowest point is at sea level. Situated onshore of the Atlantic Ocean, Boston is the only state capital in the contiguous United States with an oceanic shoreline. Boston is surrounded by the "Greater Boston" region and is contiguously bordered by the citi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$62,613 to $76,515
Boston, Massachusetts area prices
were up 2.5% from a year ago