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Trust Operations Assistant Jobs in California (NOW HIRING)

Trust Officer

Novato, CA · On-site

$99K - $146K/yr

Identify and mitigate fiduciary, operational, compliance, and reputational risks. Investment ... Review investment performance and client circumstances and assist with implementing appropriate ...

Direct the Trust Operations Department regarding daily account transactions such as wire and cash ... , assist with the production of PowerPoint presentations, mass mailings, and marketing materials.

Workplace Operations

San Francisco, CA · On-site

$100K - $130K/yr

This is a high-trust, high-agency role. You'll be the person who makes Cartesia a place the team is ... Run day-to-day office operations: Keep supplies stocked, vendors managed, and the office running ...

... Operations * Assist with budgeting and financial planning * Track spending, forecasts, and ... Serve as a trusted partner to the leadership team * Help prioritize initiatives and allocate ...

... Operations * Assist with budgeting and financial planning * Track spending, forecasts, and ... Serve as a trusted partner to the leadership team * Help prioritize initiatives and allocate ...

Showing results 41-60

Trust Operations Assistant information

What is a trust operations assistant?

Trust Operations Assistants are professionals who support the daily operations of trust departments within banks or financial institutions. They handle administrative tasks such as processing transactions, maintaining client records, preparing reports, and ensuring compliance with regulatory standards. Their role is crucial for the smooth functioning of trust services, which may include estate planning, asset management, and fiduciary responsibilities. Trust Operations Assistants often work closely with trust officers and other financial professionals to provide accurate and efficient support. Attention to detail and strong organizational skills are essential in this position.

What are some typical challenges trust operations assistants face when managing daily transactions and account maintenance?

Trust Operations Assistants often handle high volumes of sensitive financial data and transactions, which requires strong attention to detail and adherence to strict regulatory standards. A common challenge is ensuring accuracy and timeliness when processing account activities, such as asset transfers, distributions, and reconciliations. Additionally, they must communicate effectively with trust officers, clients, and other departments to resolve discrepancies and maintain smooth operations. Staying updated with evolving compliance requirements and internal procedures is also key to success in this role.

What are the key skills and qualifications needed to thrive as a trust operations assistant, and why are they important?

To thrive as a Trust Operations Assistant, you need strong attention to detail, organizational skills, and a foundational understanding of trust and estate administration, often supported by a degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and proficiency in Microsoft Office are typically required. Excellent communication, problem-solving abilities, and a high degree of discretion help you stand out in this sensitive and client-focused role. These skills ensure accurate processing of trust transactions, compliance with regulations, and effective support for both clients and internal teams.

What are the most commonly searched types of Trust Operations jobs in California?

The most popular types of Trust Operations jobs in California are:

What are popular job titles related to Trust Operations Assistant jobs in California?

For Trust Operations Assistant jobs in California, the most frequently searched job titles are:

What job categories do people searching Trust Operations Assistant jobs in California look for?

The top searched job categories for Trust Operations Assistant jobs in California are:

What cities in California are hiring for Trust Operations Assistant jobs?

Cities in California with the most Trust Operations Assistant job openings:

OPERATIONS FINANCE MANAGER

Marvin Group

Inglewood, CA

Full-time

Re-posted 14 days ago


Job description

The Marvin Group is a Strategic Partner for Global Alternate Mission Equipment and Sustainment

The Marvin Group, a leading defense contractor, plays a crucial role in the development and manufacturing of various systems for military aerospace and vehicles. Based in Southern California near the Los Angeles International Airport, The Marvin Group consists of Marvin Engineering (MEC), Marvin Test Solutions (MTS) and Marvin Land Systems (MLS).  Marvin Engineering designs and produces military Alternate Mission Equipment.  Marvin Test Solutions designs and manufactures armament Test Equipment. Marvin Land Systems specializes in the design and build of power and thermal management systems. For over 60 years we have maintained “A Tradition of Excellence”, serving as a trusted source for our unwavering commitment to supporting all branches of the Department of Defense and our global allies. Our collaboration extends across a diverse array of programs and platforms, including major military prime contractors such as Lockheed Martin, Northrop Grumman, and Raytheon.

POSITION SUMMARY: 

  •  Build relationships at all levels of plant operations including work center, cost center, department management including Directors and the Vice President of Operations and COO. 
  • Ensure that company cost, financial and budgetary processes are understood and implemented as the Cost and Financial focal point for Operations. 
  • Turn actionable data into insights as the cost, budget, resource utilization and efficiencies subject matter expert.
  • Assist in developing and using clear & concise dashboards; translate numbers to a message; relate message to themes people relate to and easily understand.
  • Analyze planned vs. actual hours, capture standard hours planned versus complete are translated into a cost performance and schedule performance indices needed for determining actionable management actions and forecast EACs and delivery schedules.
  • Compare comparison to budgets and used for forecasting EACs by identifying and explaining variances to plan. 
  •  related to material usage and labor costs by program and at the lower level and summary level of Operations.
  • Assist and coordinate the development of Operations “touch labor” proposal, budget and EACs estimates and the annual cost center budgeting process.  
  • Support Lean and continuous process improvement.
  • Assist in ensuring that the Manufacturing cost savings initiatives meet expectations for current and future years.
  • Work with the Business Organization and Finance to evaluate new business opportunities; assist in providing insight for proposed capital (IRR, cost savings, post-mortems) & productivity projects and continuous process improvement).
  • Identify best practices and process improvements across the MEC Manufacturing enterprise.
  • Assist in the development of procedures and controls to ensure accurate engineered standard hours, budgets at each level of the manufacturing process down to the production order level. 
  • Initiate time studies and take actions to improve accuracy of time reporting based on analysis and related findings. 
  • Advanced skills in Excel with familiarity with ERP systems (e.g., SAP, Oracle, NetSuite) are crucial.
  • Outstanding verbal and written communication skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Build relationships at all levels of plant operations including work center, cost center and department management as a direct report to the Vice President of Operations, dotted line to Finance.
  • Ensure that company cost, financial and budgetary processes are understood and implemented as the Cost and Financial focal point for Operations. 
  • Assist in developing and using clear & concise dashboards and KPIs that are relatable and actionable for Operations management.
  • Provide performance-based reporting to include budgeted vs. actual hours, rate analysis, establishing a standard hours set of reports to include a CPI, SPI and calculated EACs by department and program.
  • Work with the Business Organization and Finance to evaluate new business opportunities and become a proposal team member representing Operations Finance.
  • Assist in providing insight for proposed capital (IRR, cost savings, post-mortems) and participating in productivity and continuous process improvement projects.
  • Improve the engineered standard hours and learning curve processes and reporting within Operations.
  • Support Cost of Quality initiatives currently in-work across the enterprise.
  • Provide inputs to Operations Weekly Status Reviews and prepare briefing charts and reports for PMR and DLT/FLT/ELT meetings.
  • Initiate time studies and take actions to improve accuracy of time reporting based on analysis and related findings.

SKILLS AND REQUIREMENTS:

  • Three to five years of lead, supervisory, or managerial hands-on Operations Finance experience in a DOD manufacturing environment required.
  • Cost accounting and analytics experience strongly preferred.
  • CMA, PMP, APICS, Operations Management certifications are a plus.
  • Experience in DOD proposal cost estimating, cost reporting, improvement curves in a manufacturing assembly and machining environment. 
  • Knowledge of TINA and FAR cost principles including Engineered Standard methodologies is a plus.
  • Experience working with and/or developing meaningful operational reporting and guiding Operations members on interpreting and using financial, cost and performance reporting.
  • Experience coaching/leading a team preferred.
  • Bachelor’s degree in Accounting, Finance or Operations.  MBA is a plus.
  • Process strong math and analytical skills.
  • Have excellent people management skills.

WORK ENVIRONMENT:

  • Medium-to-large office environment
  • Fast-paced office environment
  • The noise level in the work environment is usually moderate
  • Exposed to a combination of normal office type environments

SALARY RANGE:

Base Salary Range (Inglewood only):  $125,000 – $155,000

TRAVEL REQUIREMENTS:

There are typically travel requirements for this position (10%)

 

NOTES:  This job description in no way states or implies that these are the only duties to be performed by this position's employee(s). Employees will be required to follow any other job-related instructions and perform any other job-related duties requested by anyone authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to accommodate individuals with disabilities reasonably. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at-will relationship.

This position must meet export control compliance requirements. All applicants must be “U.S. persons” within the meaning of ITAR, as defined: a U.S. Citizen, a lawful permanent resident, political asylee, or refugee.
Interested parties please apply online and submit resume to https://jobs.marvingroup.com/
Visit us at https://http://marvingroup.com/
The Marvin Group is an EEO/Disability/Vets Employer.
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact People & Culture at 310.674.5030.

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