Position Title:    Trust Operations Supervisor

Reports To: Wealth Manager

Responsibilities:

• Coordinate operations function with outside operations provider.
• Supervise and train operations staff.
• Keep informed on system enhancements to improve efficiencies.
• Independently research and resolve processing issues.
• Keep staff informed about system updates/features.
• Oversee compliance in operations.
• Prepare information for annual trust audits.
• Responsible for vendor management program.
• Manage proxy system.
• Responsible for maintenance of account review system and performance system.
• Review tax reporting.
• Other duties as assigned.

Qualifications

Education/Experience

• Bachelors’ Degree required with a major in Finance, Accounting, or Business
• Trust experience preferred.
• Supervisory experience
• Understanding of securities processing, trust, or brokerage industry.

Skills

• Excellent attention to detail
• Proficient in verbal and written communication skills
• Proficient computer skills
• Effectively work as a team member and independently as required