Trust Operations Team Supervisor jobs in Cedar Rapids, IA

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 Associate
  • First Community Trust
  • Dubuque, IA OTHER
  • Why First Community Trust (FCT)?

    We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first.

    FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf.  FCT is actively pursuing growth initiatives and we're seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.   

    The Trust Operations Associate will be responsible for maintaining controls for the operations department including transactional reviews, account and asset reallocations, record keeping, and tax and portfolio accounting functions. If you are detail-oriented and enjoy process improvements, we want to hear from you!

     

    What You'll Be Doing

    • Receive payments and verify amounts against supporting maps and reports.
    • Prepare daily worksheets with batch totals and balance cash against report.
    • Generate and distribute trust checks.
    • Make daily deposits for client accounts.
    • Compile, organize, and calculate daily trust activity for processing.
    • Collect income receipts including interest, dividends, rents, royalties, annuities, etc.
    • Setup and maintain client accounts, assets, and name and address records.
    • Prepare, review, and complete routine client documents including letters, memos, and reports.
    • Maintain files for the trust operations department.

    Who You Are

    • Associate or bachelor's degree in finance, accounting, or business administration preferred or equivalent years of experience.
    • Background knowledge in fiduciary and financial accounting, taxes and investments, and/or trust/estate regulations preferred.
    • Strong analytical skills with high attention to detail and accuracy.
    • Excellent verbal, written and interpersonal communication skills.
    • Excellent problem-solving and time management skills.
    • Customer service skills including actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.

     

    *Credit and criminal history verification will be required of all applicants.

    FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status."

     

  • 28 Days Ago

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Trust associate
  • First Community Trust, N.A.
  • Dubuque, IA FULL_TIME
  • Why First Community Trust (FCT)? We truly believe that people matter From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust c...
  • Just Posted

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Trust Officer
  • Cedar Rapids Bank & Trust
  • Rapids, IA FULL_TIME
  • Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
  • 9 Days Ago

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Trust associate
  • First Community Trust
  • Dubuque, IA FULL_TIME
  • Why First Community Trust (FCT)? We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust...
  • 28 Days Ago

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Trust Investment Officer
  • Cedar Rapids Bank & Trust
  • Rapids, IA FULL_TIME
  • Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
  • 1 Month Ago

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Operations Supervisor
  • Dayton Freight
  • Rapids, IA FULL_TIME
  • Overview Stable and growing organization Competitive weekly pay Quick advancement Professional, positive and people-centered work environment Modern facilities Clean, late model equipment Comprehensiv...
  • 1 Month Ago

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0 Trust Operations Team Supervisor jobs found in Cedar Rapids, IA area

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Underground Technician
  • Local Underground
  • Hiawatha, IA
  • Supporting the drilling supervisor to ensure the scope of work is done in an efficient matter. The underground equipment...
  • 4/25/2024 12:00:00 AM

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Associate Director, Clinical Performance Management
  • The University Of Iowa
  • Iowa City, IA
  • Associate Director, Clinical Performance Management University of Iowa Hospitals & Clinicsrecognized as one of the best ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Cedar Rapids, IA
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
  • Department Of The Treasury
  • Cedar Rapids, IA
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Supervisory Transportation Security Officer
  • Department Of Homeland Security
  • Cedar Rapids, IA
  • Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
  • 4/22/2024 12:00:00 AM

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Certified Nursing Assistant (CNA) or Certified Medical Assistant (CMA)
  • American Health Partners
  • Cedar Rapids, IA
  • TruHealth is a division of American Health Partners, a multifaceted company with operations in multiple states. We own n...
  • 4/22/2024 12:00:00 AM

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Overnight Shift Lead - Youth Services
  • Four Oaks Family & Children Services
  • Cedar Rapids, IA
  • Job Details Job Location US-IA-Cedar Rapids - Cedar Rapids, IA Position Type Full Time Education Level High School Diplo...
  • 4/21/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Cedar Rapids, IA
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/21/2024 12:00:00 AM

The city is divided into four quadrants, used in addressing. 1st Avenue (U.S. Route 151 Business) divides the north and south sides of the city, and the Cedar River divides east and west. Mays Island, in the middle of the river, is the only area of the city where addresses have no quadrant. Areas outside the city limits that have a Cedar Rapids mailing address do not use the quadrants either. Except in the downtown area, 1st Avenue and the Cedar River tend to run diagonally instead of along the cardinal directions. Due to the curving of 1st Avenue, there are some areas in western Cedar Rapids ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$53,453 to $65,321
Cedar Rapids, Iowa area prices
were up 0.8% from a year ago