Trust Operations Team Supervisor jobs in New Hampshire
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)
Recently Added Trust Operations Team Supervisor jobs
Team Lead, Trust Administration
- Fidelity Personal Trust Company, FSB
-
, NH
FULL_TIME
- Job Description: The Role Due to our growth, Fidelity Personal Trust Company seeks a Team Lead, Trust Administration for our Merrimack, NH or Greenville, DE location! As an integral member of the Trust Administration group, this role provides daily oversight and direct management of 5 to 8 trust professionals. The Expertise and Skills You Bring Bachelor's Degree or equivalent with 12 years financial services experience MBA, JD, CTFA, CFP are a plus 5 years Trust Services background. Significant knowledge of trust and fiduciary products and services, income and principal accounting, personal and trust income taxation, estate tax, gift tax, GST tax, investments, trust and estate law, and estate planning and retirement planning. Leading, mentoring and developing a team of Senior Trust Officers, Trust Officers, and Associate Trust Officers with complex books of business consisting of trust accounts where FPTC serves as Trustee, Co-Trustee or Agent for Trustee for personal trust accounts. Excellent communication, presentation and client relationship management skills. Ability to convey complex information understandably. Adapts easily to a changing priority, balances multiple tasks, and prioritizes work to maintain efficiencies. Collaborates with team members to perform periodic reviews of client relationships for risk assessment, enhancement of services, and identification of new business opportunities. Partners closely with other Trust Team Leads for consistency across all trust administration, creating a climate of teamwork that recognizes the importance of cross-business collaboration, ensuring business and development goals are met. Works with Regional Trust Specialists, Vice President / Chief Fiduciary Officer, Fiduciary Officers, Trust Tax Group and other business partners to manage fiduciary risk and enforce, develop and implement policies and procedures for trust administration. Participates in decisions and provides guidance with respect to discretionary and non-discretionary distributions from trusts, including the review of requests for content and appropriate supporting documentation, review of powers to adjust or unitrust conversions, special investment requests, etc. The Team Fidelity Personal Trust Company, “FPTC” is a federally chartered trust company offering personal trust services to Fidelity’s high net worth customers in every state. The Team Lead provides leadership of a trust administration team to ensure accurate administration of FPTC’s trust business and reports to the Vice President, Trust Administration. The position interfaces directly with prospects, clients and advisors supporting FPTC’s high net worth clients, other Team Leads, Regional Trust Specialists, Fiduciary Officers, Tax Officers, Operations, Compliance and Legal. We take great pride in building strong and positive relationships with our customers, providing sound fiduciary guidance, and delivering an outstanding customer experience. Certifications: Category: Investment Operations At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Customer Service Representative & Operations Trainee
- The Recruiting Team
-
Manchester, NH
FULL_TIME
- Position Summary: The primary function of a customer service representative and operations trainee is to provide exceptional customer service to all customers and employees, and to learn all functiona...
- 6 Days Ago
Installation Supervisor
- Human Resources Team
-
Hudson, NH
FULL_TIME
- JOB RESPONSIBILITIES: Service, install, perform maintenance and troubleshoot on a kitchen hoods, ducts and fans. Works with other project managers onsite to complete the job. Read system manuals and b...
- 7 Days Ago
Northeast Regional Operations Manager
- Human Resources Team
-
Hudson, NH
FULL_TIME
- The Regional Operations Manager for the Northeast Region will drive operations performance for the Region to include building top performing district teams, driving business growth and meeting & excee...
- 1 Month Ago
Operations Supervisor
- CVS Health Retail
-
Concord, NH
FULL_TIME
- An 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 through a focu...
- 16 Days Ago
Operations Supervisor
- CVS Health Retail
-
Peterborough, NH
FULL_TIME
- An 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 through a focu...
- 16 Days Ago
Trust Operations Team Supervisor jobs at Popular Companies
Business Development Manager
- Cypress HCM
-
Mentor, OH
- Location - Mentor, OH 44060 Overview Develop a strategic plan for the development of new business and provide tactical s...
- 4/20/2024 12:00:00 AM
Director of Sales & Marketing
- Hyatt Regency Denver Tech Center
-
- Compensation: $120000.00 To $145000.00 (USD) Annually, Full-Time JOB SUMMARY Lead the strategic planning and execution o...
- 4/20/2024 12:00:00 AM
Primary Care Leader Needed
- Health Alliance Solutions
-
Downey, CA
- Company Description Health Alliance Solutions is a minority-owned company with over 30 years of experience in the health...
- 4/20/2024 12:00:00 AM
Trust & Estate Litigation Secretary
- AGG Legal Staffing
-
Los Angeles, CA
- Key Responsibilities Include: Create, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerP...
- 4/20/2024 12:00:00 AM
Content Marketing Specialist- Entry Level
- SNIPEBRIDGE
-
Plano, TX
- COMPANY Snipebridge is a strategic talent solutions company with a focus on Talent Advisory, Talent Attraction & Talent ...
- 4/20/2024 12:00:00 AM
SAP S4HANA Project Manager
- Bristlecone
-
Los Alamitos, CA
- About Company :: Bristlecone is a supply chain and business analytics advisor, serving customers across a wide range of ...
- 4/20/2024 12:00:00 AM
Trust Administrative Officer
- Sierra Executive Solutions Inc
-
Reno, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
- 4/20/2024 12:00:00 AM
Sr. Quality Assurance Supervisor-Food Manufacturing
- Kelly Science, Engineering, Technology & Telecom
-
Madison, WI
- Kelly Science has an immediate opening for a Sr. QA Supervisor for our growing client in Eau Claire, WI. Full-time Direc...
- 4/20/2024 12:00:00 AM
About New Hampshire
New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$56,804 to $69,416