Job Title: AVP, Trust Operations Summary: Primary function of this position is to process fee ... Manages tax reporting of 1099 DIOB, Misc Income, 5498's, MLPs and K-1s. Daily processing of all ...
Job Title: AVP, Trust Operations Summary: Primary function of this position is to process fee ... Manages tax reporting of 1099 DIOB, Misc Income, 5498's, MLPs and K-1s. Daily processing of all ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Administrator
Denver, CO · On-site
About the Role: The Trust Operations Administrator is responsible for supporting the Trust ... Provides guidance to team managers related to process efficiency, reporting, and ongoing ...
Trust Operations Administrator
Denver, CO · On-site
About the Role: The Trust Operations Administrator is responsible for supporting the Trust ... Provides guidance to team managers related to process efficiency, reporting, and ongoing ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Administrator
Denver, CO · On-site
About the Role: The Trust Operations Administrator is responsible for supporting the Trust ... Provides guidance to team managers related to process efficiency, reporting, and ongoing ...
Trust Operations Administrator
Denver, CO · On-site
About the Role: The Trust Operations Administrator is responsible for supporting the Trust ... Provides guidance to team managers related to process efficiency, reporting, and ongoing ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
Strong operational, organizational, and time management skills, with the ability to manage multiple ... trust & respect, stewardship & accountability and professional satisfaction. As a result, we offer ...
Trust Operations Analyst
Milwaukee, WI · Hybrid
$52K - $73K/yr
Strong operational, organizational, and time management skills, with the ability to manage multiple ... trust & respect, stewardship & accountability and professional satisfaction. As a result, we offer ...
Trust Operations Analyst
Milwaukee, WI · On-site
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Trust Operations Analyst
Milwaukee, WI · On-site
$52K - $73K/yr
The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Strong operational, organizational, and time management skills, with the ability to manage multiple ...
Senior Analyst, Trust Operations Portsmouth, New Hampshire We are seeking a driven Trust Operations ... Manage asset and client reporting workflows using trust accounting software, including accurately ...
Senior Analyst, Trust Operations Portsmouth, New Hampshire We are seeking a driven Trust Operations ... Manage asset and client reporting workflows using trust accounting software, including accurately ...
WHG) is a boutique asset management firm that offers a diverse array of actively-managed and ... ABOUT THE ROLE The Trust Operations Analyst is responsible for assisting in the day-to-day ...
WHG) is a boutique asset management firm that offers a diverse array of actively-managed and ... ABOUT THE ROLE The Trust Operations Analyst is responsible for assisting in the day-to-day ...
The Trust Operations Associate will process a wide variety of transactions. The Associate must be ... Managing one's own time and priorities to ensure the meeting of deadlines. * Skilled at finding and ...
The Trust Operations Associate will process a wide variety of transactions. The Associate must be ... Managing one's own time and priorities to ensure the meeting of deadlines. * Skilled at finding and ...
Trust Operations Analyst
Dallas, TX · On-site
WHG) is a boutique asset management firm that offers a diverse array of actively-managed and ... ABOUT THE ROLE The Trust Operations Analyst is responsible for assisting in the day-to-day ...
Trust Operations Analyst
Dallas, TX · On-site
WHG) is a boutique asset management firm that offers a diverse array of actively-managed and ... ABOUT THE ROLE The Trust Operations Analyst is responsible for assisting in the day-to-day ...
Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function. The ideal candidate should possess ...
Quick apply
Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function. The ideal candidate should possess ...
Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...
Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...
We provide comprehensive trust solutions and management, including private family trust companies ... Senior Analyst, Trust Operations Portsmouth, New Hampshire We are seeking a driven Trust Operations ...
We provide comprehensive trust solutions and management, including private family trust companies ... Senior Analyst, Trust Operations Portsmouth, New Hampshire We are seeking a driven Trust Operations ...
Trust Operations Associate
Greenville, DE · On-site
What You'll Be Doing The Trust Operations Associate will process a wide variety of transactions ... Managing one's own time and priorities to ensure the meeting of deadlines. * Skilled at finding and ...
Trust Operations Associate
Greenville, DE · On-site
What You'll Be Doing The Trust Operations Associate will process a wide variety of transactions ... Managing one's own time and priorities to ensure the meeting of deadlines. * Skilled at finding and ...
Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...
Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...
Settling cash management transactions and securities transactions and placing resulting trades with ... of Trust, securities, or bank operations experience strongly preferred. * American Bankers ...
Settling cash management transactions and securities transactions and placing resulting trades with ... of Trust, securities, or bank operations experience strongly preferred. * American Bankers ...
Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...
Drafts letters and correspondence to client for Relationship Manager's review. * Prepares ... Trust, securities, or bank operations experience * American Bankers Association courses or other ...
Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function. The ideal candidate should possess ...
Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function. The ideal candidate should possess ...
The transfer team manages the end-to-end process of moving client assets between financial ... trust operations, brokerage operations, or a related back-office function. * Basic accounting ...
Quick apply
The transfer team manages the end-to-end process of moving client assets between financial ... trust operations, brokerage operations, or a related back-office function. * Basic accounting ...
Trust Operations Manager information
See salary details
$31K - $39K
20% of jobs
$40.9K is the 25th percentile. Wages below this are outliers.
$39K - $46.9K
20% of jobs
The median wage is $52.7K / yr.
$46.9K - $54.9K
14% of jobs
$54.9K - $62.8K
9% of jobs
$62.8K - $70.8K
11% of jobs
$72.4K is the 75th percentile. Wages above this are outliers.
$70.8K - $78.7K
6% of jobs
$78.7K - $86.7K
6% of jobs
$86.7K - $94.6K
4% of jobs
$94.6K - $102.6K
3% of jobs
$102.6K - $110.5K
2% of jobs
$110.5K - $118.5K
4% of jobs
$31K
$63.5K
$118.5K
How much do trust operations manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a Trust Operations Manager, and why are they important?
How does a Trust Operations Manager typically collaborate with other departments within a financial institution?
What are Trust Operations Managers?
What is the difference between Trust Operations Manager vs Trust Officer?
| Aspect | Trust Operations Manager | Trust Officer |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, accounting, or related field; certifications like CPA or CFA are common | Often holds similar degrees; certifications like CPA, CFA, or trust-specific credentials are advantageous |
| Work Environment | Manages operational processes within trust departments, overseeing compliance and efficiency | Handles client relationships, manages trust accounts, and ensures fiduciary duties are met |
| Employer & Industry Usage | Found in banks, trust companies, and financial institutions | Commonly employed by banks, trust companies, and wealth management firms |
While both roles operate within trust services, the Trust Operations Manager focuses on managing operational processes and compliance, whereas the Trust Officer primarily manages client relationships and fiduciary responsibilities. Both roles require relevant financial credentials and are integral to trust department functions.
Full-time
This job post has expired today. Applications are no longer accepted.
Job description
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve.
We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you! Job Title: AVP, Trust Operations Job Description: Summary: Primary function of this position is to process fee income, prepare various management reports and tax reporting for all clients. Analyzes, interprets and processes a wide variety of transactions and be aware of their impact to financial statements and other customer reporting.
Essential Duties and Responsibilities: Sets up and maintains fee schedules. Processes department fee income and prepare various management reports. Handles client fee billing and invoices.
Prepares quarterly SEC reporting of RC-T,13F and 13G. Monthly reconciliation of all house accounts and preparation of securities reports for management. Manages tax reporting of 1099 DIOB, Misc Income, 5498's, MLPs and K-1s.
Daily processing of all miscellaneous income, fee checks, coding issues and other system adjustments/issues. Maintain Security vault and performs annual audit Backup to all jobs on trust operations team Maintain and process operating loss Responsible for Annual Unclaimed Property Escheatment Performs other duties as required. Qualifications: Team-oriented, possess a positive attitude and work well with others Excellent interpersonal and customer service skills Good analytical and problem solving skills, including attention to detail Demonstrate a willingness to learn and apply new concepts, accept change and grow within the position Strong judgement, ethics, and decision making skills Ability to prioritize; handle multiple tasks; and work independently Strong organizational skills and detail-oriented with high degree of accuracy Strong written and oral communication skills Strong math and problem solving skills Must maintain confidentiality of client transactions and financial records Good phone voice with professional and well-groomed appearance Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Thorough knowledge of trust procedures, bank operations, products and services offered at the bank Supervisory Responsibilities: None Education and/or Experience: Bachelor's Degree and minimum of 3 years of Trust Operations experience in a financial services environment Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Office Salesforce SEI Google Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs.
If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE .aa415a4b-8b21-40fc-a65c-70d2b25ca29a