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Alternate job titles: Top Trust Executive | Top Trust Officer

The Chief Trust Officer directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Responsible for all trust activities, policies, objectives, and the development of new business initiatives. Being a Chief Trust Officer may also provide guidance on legal matters to preserve and protect the organization and trusts. Ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. In addition, Chief Trust Officer requires a bachelor's degree. Typically reports to top managem more...



Alternate job titles: Chief Trust Officer | Top Trust Officer

Responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Requires a bachelor's degree. Typically reports to top management. Manages a business unit, division, or corporate function with major organization more...


Alternate job titles: Trust Operations Coordination Officer

Directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. May require a bachelor's degree. Typically reports to a manager. Manages subordinate staff in the day-to-day performance of their jobs.True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for perso more...


Alternate job titles: Trust Portfolio Administration Officer II

Administers trust accounts and manages relationship with clients. Identifies and develops new business relationships and cross selling opportunities with existing clients. Advises clients on tax, investment or other financial matters. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Occasionally directed in several aspects of the work. Gains exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. more...



Alternate job titles: Trust Portfolio Administration Officer I

Assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Facilitates internal service coordination to resolve issues and respond to client requests. Provides consultation on financial and wealth management matters. Typically requires a Bachelor's degree. Typically reports to a manager or head of a unit/department. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. more...


Alternate job titles: Trust Portfolio Administration Officer III

Administers a portfolio of complex and large trust accounts and develops business relationships with client. Facilitates internal service coordination to resolve issues and respond to client requests. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues. Generates new business with existing clients. Provides consultation on financial and wealth management matters. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Contributes to moderately complex aspects of a project. Work is generally indepen more...



Alternate job titles: Top Trust Executive | Chief Trust Officer

The Top Trust Officer directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Responsible for all trust activities, policies, objectives, and the development of new business initiatives. Being a Top Trust Officer may also provide guidance on legal matters to preserve and protect the organization and trusts. Ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. In addition, Top Trust Officer requires a bachelor's degree. Typically reports to top management. T more...


Alternate job titles: Trust Operations Officer

The Trust Operations Coordination Officer ensures that transactions are balanced and documented according to policies and procedures. Directs the work of Trust Operations team in large and complex trust operations. Being a Trust Operations Coordination Officer coordinates the processing of dividends and disbursements. Oversees the input and maintenance of data in accounting systems and report generation. In addition, Trust Operations Coordination Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Coordination Officer manages subordinate staff in the d more...


Alternate job titles: Trust Officer II

The Trust Portfolio Administration Officer II identifies and develops new business relationships and cross selling opportunities with existing clients. Administers trust accounts and manages relationship with clients. Being a Trust Portfolio Administration Officer II requires a bachelor's degree. Advises clients on tax, investment or other financial matters. In addition, Trust Portfolio Administration Officer II typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administration Officer II occasionally directed in several aspects of the work. Gains exposure to s more...



Alternate job titles: Trust Officer I

The Trust Portfolio Administration Officer I facilitates internal service coordination to resolve issues and respond to client requests. Assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Being a Trust Portfolio Administration Officer I typically requires a Bachelor's degree. Provides consultation on financial and wealth management matters. In addition, Trust Portfolio Administration Officer I typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administ more...


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