The trust operations assistant provides operational support to the trust department by processing ... client account records, preparing reports, and ensuring compliance with internal policies and ...
The trust operations assistant provides operational support to the trust department by processing ... client account records, preparing reports, and ensuring compliance with internal policies and ...
The trust operations assistant provides operational support to the trust department by processing ... client account records, preparing reports, and ensuring compliance with internal policies and ...
Quick apply
The trust operations assistant provides operational support to the trust department by processing ... client account records, preparing reports, and ensuring compliance with internal policies and ...
The trust operations assistant provides operational support to the trust department by processing ... client account records, preparing reports, and ensuring compliance with internal policies and ...
The trust operations assistant provides operational support to the trust department by processing ... client account records, preparing reports, and ensuring compliance with internal policies and ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
Client Associate
Lufkin, TX · On-site
Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
Quick apply
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
DIRECTOR OPERATIONS- Campus Dining - Stephen F Austin State University- Nacogdoches, TX
Nacogdoches, TX · On-site
$100K/yr
You will also maintain strong client relationships and work to fulfill our mission to provide ... Helps lead, manage, and inspire a diverse team at a large account, with the goal of providing top ...
Service Manager
Lufkin, TX · On-site
Service Manager - Loving Nissan If you are driven to help people, passionate about customer service ... Adhere to dealership policy on client vehicle care and operation * Administer payroll for service ...
Service Manager
Lufkin, TX · On-site
Service Manager - Loving Nissan If you are driven to help people, passionate about customer service ... Adhere to dealership policy on client vehicle care and operation * Administer payroll for service ...
Service Manager - Loving Nissan If you are driven to help people, passionate about customer service ... Adhere to dealership policy on client vehicle care and operation * Administer payroll for service ...
Quick apply
Service Manager - Loving Nissan If you are driven to help people, passionate about customer service ... Adhere to dealership policy on client vehicle care and operation * Administer payroll for service ...
Service Manager
Lufkin, TX · On-site
Service Manager - Loving Nissan If you are driven to help people, passionate about customer service ... Adhere to dealership policy on client vehicle care and operation * Administer payroll for service ...
Service Manager
Lufkin, TX · On-site
Service Manager - Loving Nissan If you are driven to help people, passionate about customer service ... Adhere to dealership policy on client vehicle care and operation * Administer payroll for service ...
Reporting to the Operations Manager, with a dotted-line relationship to the NDC Operations and ... Hospital & Client Support * Serve as a technical resource for hospitals, physicians, and healthcare ...
Quick apply
Reporting to the Operations Manager, with a dotted-line relationship to the NDC Operations and ... Hospital & Client Support * Serve as a technical resource for hospitals, physicians, and healthcare ...
Reporting to the Operations Manager, with a dotted-line relationship to the NDC Operations and ... Hospital & Client Support * Serve as a technical resource for hospitals, physicians, and healthcare ...
Reporting to the Operations Manager, with a dotted-line relationship to the NDC Operations and ... Hospital & Client Support * Serve as a technical resource for hospitals, physicians, and healthcare ...
Reporting to the Operations Manager, with a dotted-line relationship to the NDC Operations and ... Hospital & Client Support * Serve as a technical resource for hospitals, physicians, and healthcare ...
Reporting to the Operations Manager, with a dotted-line relationship to the NDC Operations and ... Hospital & Client Support * Serve as a technical resource for hospitals, physicians, and healthcare ...
Insurance Agency Manager
Nacogdoches, TX · On-site
$17 - $19/hr
... of operation). * Training: Fully paid comprehensive training. * Licensing: Must have a valid ... Maintain healthy client relationships, follow up on all active quotes, and process renewal quotes ...
Quick apply
Insurance Agency Manager
Nacogdoches, TX · On-site
$17 - $19/hr
... of operation). * Training: Fully paid comprehensive training. * Licensing: Must have a valid ... Maintain healthy client relationships, follow up on all active quotes, and process renewal quotes ...
Client Operations Manager information
See Lufkin, TX salary details
$40.4K - $47.9K
3% of jobs
$47.9K - $55.4K
0% of jobs
$55.4K - $62.9K
3% of jobs
$62.9K - $70.4K
2% of jobs
$70.4K - $77.9K
2% of jobs
$77.9K - $85.4K
3% of jobs
$85.4K - $92.9K
1% of jobs
$92.9K - $100.4K
1% of jobs
$100.4K - $107.9K
0% of jobs
$107.9K - $115.4K
1% of jobs
$116.1K is the 25th percentile. Wages below this are outliers.
$115.4K - $122.9K
83% of jobs
$40.4K
$112.2K
$122.9K
How much do client operations manager jobs pay per year?
What does a client operations manager do?
What are some common challenges faced by a client operations manager, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a client operations manager, and why are they important?
Wealth Management Operations Assistant - Nacogdoches
Nacogdoches, TX • On-site
Full-time
This job post has expired today. Applications are no longer accepted.
Job description
The trust operations assistant provides operational support to the trust department by processing transactions, maintaining client account records, preparing reports, and ensuring compliance with internal policies and regulatory requirements. The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities while maintaining confidentiality and exceptional customer service.
principal duties and responsibilities:
- Assist Trust Operations Officer in safeguarding fiduciary assets; assuring the accuracy and reliability of accounting data; provides timely management and account information; meets daily deadlines;
maintains levels of operating efficiency; function cost-effectively; ensure compliance with laws, rules, regulations and bank policies.
- Process cash transactions, distributions, and account transfers.
- Settle equity, fixed income, and mutual fund trades in accordance with established deadlines and market settlement requirements.
- Reconcile daily trade activity between trust accounting systems, custodians, brokers and general ledger accounts.
- Process and post investment income transactions, including dividends, interest payments, capital gains distributions, and principal paydowns.
- Prepare daily, monthly, quarterly and annual reports as needed.
- Complies with all lawful and clearly stated instructions and with lawful policies and procedures of CBTx.
- Is loyal in all fiducial relationships concerning CBTx and acts appropriately to account for and protect all property and money received, entrusted by, or paid out on behalf of CBTx.
- Perform other duties as assigned.
Compliance: Knowledge of Bank policies and procedures and regulatory compliance laws. Completes all compliance training as scheduled. Follows bank policies and procedures consistent with regulatory compliance in all situations and activities performed. Properly document any exception to the Bank policy and procedures, including any exception to regulatory compliance requirements.
CBTx supports an equal employment opportunity workplace which includes reasonable accommodation
of otherwise qualified applicants and employees.
About Commercial Bank of Texas
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Nacogdoches, TX, US
Year founded
1901