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Trust Operations Manager Jobs

Senior Trust Administrator Jobs
By Walton Enterprises At Naples, FL, United States
Assist other members of the team with account acceptance processes, discretionary request analysis, and compliance management
Coordinate with account administration for fiduciary, investment management, estate settlement, and/or custody accounts for complex relationships
Develop and maintain a working knowledge of governing documents and account agreements
Develop and maintain a working knowledge of various business applications critical to success
Attend internal training to further develop knowledge and understanding of issues affecting the trust company and trust accounts
Participate in continuing education to maintain any professional designations and to stay current in trust administration
Product Manager, Monetization - Trust & Safety
By TikTok At San Jose, CA, United States

Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, ...

Product Design Program Manager, Trust
By Cash App At San Francisco, CA, United States
8+ years experience in design program management/design operations; building consumer facing products with design, product, and engineering teams
Experience working with design, prototyping, and project management tools (Figma, Jira, Notion, G Suite, etc.)
Partner closely with Trust leadership to track complex program priorities and manage dependencies end-to-end
Manage team resources and design onboarding; collaborate with Head of Design Ops to build/share working frameworks to drive larger org-wide adoption
Paid Life insurance, AD&D, and disability benefits
You live in California, Oregon, Washington, or Nevada
Senior Operations Manager, Trust And Safety Escalations
By Rover.com At United States
Deep experience with Zendesk, Talkdesk, or similar customer management tools
Experience supporting leaders and customers with high-stakes emergency situations
Demonstrated experience effectively partnering with diverse teams across Operations, Analytics, PR/Marketing, & Product to drive outcomes.
Experience developing, implementing, and refining operational guidelines, processes, and metrics.
Excellent verbal and written communication skills
Bachelor's degree or equivalent professional experience (Master's degree preferred)
Trust Operations Representative Jobs
By Raymond James Financial At , Saint Petersburg, 33716
An equivalent combination of experience, education, and/or training approved by Human Resources.
Serves as a back-up in cross-functional responsibilities during absences.
Performs other duties and responsibilities as assigned.
Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use sound judgment in prioritizing tasks and responsibilities.
Manager Trust Tax Jobs
By Bank of Hawaii At , , Hi

Under the direction of the Manager, responsible for the overall administration, management, and operations of the Trust Tax Department. This position takes a lead role on all aspects of tax advisory ...

Operations Agent: Trust And Safety (Contract)
By Rover At , Remote $19 - $24 an hour
Take on ad-hoc duties/projects as assigned by business management as needed.
3+ years of experience as a Customer Service Representative in a non-scripted contact center environment or related field
2+ years of experience working in a fast-paced, high volume and high stress environment.
Experience in a veterinary clinic/pet industry is preferred
Experience maintaining composure in complex situations
Experience identifying root causes of customer service issues and areas of improvement while providing feedback to internal stakeholders
Manager, Strategy & Operations - Trust & Safety
By DoorDash At Irvine, CA, United States
Experience leading large projects, hitting goals, and succeeding in a team environment
Problem solving and analytical skills, including proficiency in SQL and Expertise in Excel (can maintain complex spreadsheets/sheets)
You're Excited About This Opportunity Because You Will…
We're Excited About You Because…
Our Commitment to Diversity and Inclusion
Trust Assistant Jobs
By Provision People At Greater Philadelphia, United States
Knowledge of all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
2 - 5 years years of Personal Trust Administration, Wealth Management, or related experience.
Work with minimal oversight, make non-routine decisions and bring complex problems to management for guidance.
Be knowledgeable in fiduciary law, investments, tax, and other aspects of trusts.
Work closely with Investment personnel to support trust requirements.
Ensure receipt of proper documentation for new account openings and account terminations.
Trust & Safety Contractor Jobs
By Facebook At United States
* Uphold the Trust and Safety efforts across Business Integrity ensuring a safe business/consumer experience.
* Excellent communication skills, verbal and written
* Previous support experience with external facing clients
* Previous experience reviewing corporate or public policies, Trust and Safety or Integrity experience preferred
* 1+ years of experience
* Handle escalated scenarios acting as the subject matter expert across various Business Integrity work streams.
Trust & Safety Project Manager
By Vertisystem At California, United States
Experience in trust & safety project management:
Work closely with cross-functional partners:
Plan and lead content safety projects:
Respond to emergency content safety cases:
Collaborate on internal tool optimization:
Trust Officer Jobs
By Chilton Trust At Naples, FL, United States
Interest in financial services, capital markets and wealth management; trust and estate administration experience a plus
2-4 years of corporate business experience, preferably in financial services, ideally in wealth management
Ability to anticipate needs and independently learn new skill sets on the job
Experience with financial services operations and transaction processing.
Experience administering trust and investment accounts with third-party custodian banks.
Experience executing investment transactions in client portfolios including public securities, hedge funds, private equity and real estate.
Senior Product Manager, Trust & Safety
By Tinder At Los Angeles, CA, United States
Minimum of 5+ years of product management experience
Experience working on a full-cycle product roadmap from inception to launch
Experience managing large cross-functional projects with multiple milestones
Experience using data and metrics to drive improvements
Experience working with ML engineering teams
Experience with content / user moderation teams
Business Operations, Associate - Linkedin Talent Solutions (Jobs Trust)
By LinkedIn At San Francisco, CA, United States
2+ years of work experience in a strategy related role with an emphasis on quantitative skills
Background in management consulting, investment banking, private equity, strategy or an operational or growth role within a technology company
Manage Trust operational performance, conduct in-depth analysis, and develop deep understanding of key value drivers to identify improvement areas and opportunities
BA/BS degree in engineering, math, statistics, physics, computer science, business or relevant work experience
Highly analytical: You’re analytical, with experience decomposing and solving real world business problems, ideally building/using advanced models.
Define goals and key performance metrics for key Trust areas
Trust Administrator Jobs
By Provision People At Greater Reno Area, United States
Be the relationship manager, administering trust accounts including irrevocable, foundations/endowment, guardianships, and agencies.
Experience working with more complex trust accounts
2+ years trust administration experience required
Generate new business from an existing book and internal referrals.
Cold calling on prospects is NOT required.
Preferred: JD, CTFA, and other industry designations
Trust Officer Jobs
By Provision People At El Paso, TX, United States
Ten years of experience working with trusts and estates.
Experience explaining investments to clients.
Experience making presentations to clients and boards.
Administer various trust accounts, ensuring client satisfaction within guidelines and regulations.
Explain investments to clients and work with the assigned investment officer.
Make presentations to foundations, endowments, and non-profit organizations.
Operations Agent: Trust And Safety (Contract)
By Rover.com At United States
Take on ad-hoc duties/projects as assigned by business management as needed
3+ years of experience as a Customer Service Representative in a non-scripted contact center environment or related field
2+ years of experience working in a fast-paced, high volume and high stress environment
Experience in a veterinary clinic/pet industry is preferred
Experience maintaining composure in complex situations
Experience identifying root causes of customer service issues and areas of improvement while providing feedback to internal stakeholders
Assistant Trust Administrator Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Bachelor’s Degree in Accounting, Finance or Business
2 years plus experience in Trust Operations / Banking
Two plus years of total work experience is preferred, with at least 2 years of experience in financial services accounting/operations preferred
Interpersonal skills necessary in order to communicate with Trust Administrators, Attorneys and Staff
Proficiency with Microsoft Office with a working knowledge of Excel
Works with Trust Administration Team, Trustees and Legal Assistants to coordinate the opening of new trusts.
Administrative Assistant - Trust
By First National Bank - Ames | Ankeny | Osceola | West Des Moines, Iowa At Ames, IA, United States
Previous Administrative Assistant experience preferred.
Associates degree in related field or Administrative Assistant Certification a plus.
Advanced knowledge of Microsoft Office (Word, Excel, Outlook).
Excellent verbal and written communication skills.
Provides telephone support, including answering phones, taking detailed messages, transferring calls to appropriate staff, handling and/or researching routine requests.
Provides trust administrative support including scheduling meetings and/or appointments, processing and assembling informational materials for meetings and/or seminars/lunches.
Executive Assistant - Trust & Estates
By The Forum Group At Washington DC-Baltimore Area, United States
Experience as a virtual assistant.
Proven experience as an executive assistant or other relevant administrative support experience.
A proactive approach to problem-solving with strong decision-making skills.
Professional level verbal and written communications skills.
Full benefits with a hybrid schedule.
Preparing financial statements, reports, memos, invoices letters, and other documents.

Are you an experienced Trust Operations Manager looking for a new challenge? We are looking for a motivated and organized individual to join our team and help manage our trust operations. You will be responsible for overseeing the day-to-day operations of our trust accounts, ensuring accuracy and compliance with applicable laws and regulations. If you have a passion for problem-solving and a commitment to excellence, this could be the perfect opportunity for you!

Overview Trust Operations Manager is responsible for managing the daily operations of a trust department. This includes overseeing the processing of trust transactions, ensuring compliance with applicable laws and regulations, and providing customer service to clients. The Trust Operations Manager is also responsible for developing and implementing policies and procedures to ensure the efficient and effective operation of the trust department. Detailed Job Description The Trust Operations Manager is responsible for overseeing the daily operations of the trust department. This includes managing the processing of trust transactions, ensuring compliance with applicable laws and regulations, and providing customer service to clients. The Trust Operations Manager is also responsible for developing and implementing policies and procedures to ensure the efficient and effective operation of the trust department. The Trust Operations Manager is also responsible for monitoring the performance of the trust department and making recommendations for improvement. Job Skills Required
• Strong knowledge of trust operations and regulations
• Excellent organizational and problem-solving skills
• Excellent customer service skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize workload
• Ability to work under pressure and meet deadlines
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in business, finance, or a related field
• 5+ years of experience in trust operations
• Professional certification in trust operations (e.g. Certified Trust and Financial Advisor)
Job Knowledge
• Knowledge of trust operations and regulations
• Knowledge of customer service principles and practices
• Knowledge of financial products and services
• Knowledge of banking and investment products
• Knowledge of accounting principles and practices
• Knowledge of risk management principles and practices
Job Experience
• 5+ years of experience in trust operations
• Experience in developing and implementing policies and procedures
• Experience in customer service
• Experience in financial analysis and reporting
• Experience in risk management
Job Responsibilities
• Manage the daily operations of the trust department
• Ensure compliance with applicable laws and regulations
• Develop and implement policies and procedures to ensure the efficient and effective operation of the trust department
• Monitor the performance of the trust department and make recommendations for improvement
• Process trust transactions
• Provide customer service to clients
• Prepare financial reports and analysis
• Manage risk associated with trust operations
• Maintain accurate records and documentation