Trust Operations Resume Samples

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N Schulist

Nina

Schulist

1221 Jovani Avenue

San Francisco

+1 (555) 160 6193

1221 Jovani Avenue

San Francisco

Phone

p +1 (555) 160 6193

Experience Experience

Boston, MA

Trust Operations Analyst

Boston, MA

Mraz-Lubowitz

Boston, MA

Trust Operations Analyst

Develops and recommends procedures for the various trust areas affected by any system changes or to improve the trust process
Assists in daily management and support of the trust accounting system and other related systems
Performs coverage within mutual fund, DTC, FED and money market processing
Develops training materials and conducts user training as necessary
Develops test scenarios, test data and expected test results for system acceptance testing
Solid knowledge of financial services industry participants About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. Apply today at www.mtb.com/careers!
Conducts systems acceptance testing under the direction of a test phase manager

Detroit, MI

Trust Operations Manager

Detroit, MI

Marks-Bayer

Detroit, MI

Trust Operations Manager

Develop/ revise and implement business controls, policies, procedures and best practices to maximize performance
Process Improvement & Excellence; management and oversight of Payment Services Trust Operations processes and controls
Makes thorough, well-researched decisions that are compatible with, overall goals and priorities
Process Improvement & Process Excellence
Other duties as assigned by Management
Understands and applies procedures, regulations, and policies related to areas of specialized expertise
Manage the operations of the trust with minimal direction

present

Boston, MA

Trust Operations Accountant, Associate

Boston, MA

Senger and Sons

present

Boston, MA

Trust Operations Accountant, Associate

present

40% - Perform Specialized Trust Accounting, Master Trust Accounting and Operational work on one or more of our core systems
Researches exception items by identifying out of balance issues and potential processing issues
Validates that the persons requesting data are properly authorized using bank authentication process
10% Perform analysis on area's functions; provide input to enhance unit's processing
If instructions are not clear or insufficient as to detail, identifies the problem and proactively resolves such with the instructing party
Reports exceptions on securities and cash items to supervisors, managers, and risk management and escalates this reporting per policy
Performs system balancing work and monitors own work for accuracy

Education Education

Bachelor’s Degree in Business

Towson University

Bachelor’s Degree in Business

Skills Skills

This includes the ability to handle time critical situations while meeting rigorous deadlines
Attention to detail is critical
The ability to cooperate in a team environment is critical
Ability to actively participate in projects
Desire to learn new financial instruments and processes
Willingness to develop and enhance processes and productivity
Customer focus and with a keen interest in providing superb services to clients

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12 Trust Operations resume templates

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Senior Trust Operations Analyst Resume Examples & Samples

3-5 years of experience in Trust Operations, Accounting, Finance, Internal Controls or Information Technology preferably in financial services
3-5 years of experience in problem solving, able to manage/administer multiple projects with competing priorities and have the ability to meet critical project milestones and deadlines
3-5 years of advanced experience in Microsoft Excel, Access and Power Point
Bachelor's degree in Business, Accounting, Finance or Information Technology or related discipline strongly desired
Knowledge of SEI suite of applications
Ability to develop business and functional requirements including identifying key risks and control
Must be very analytical and detailed-oriented
Excellent written and verbal communication, analytical, negotiation, organization, and troubleshooting skills
Technical skills include automated experience with manipulating large quantities of data, excellent communication skills both oral and written and is highly adaptable to a changing environment

Gift Trust Operations Unit Manager Cyu Resume Examples & Samples

Implement recommendations for department policy changes and creates new unit policy and procedures
Responsible for the strategic planning and short-term initiatives of department
May represent the department on outside projects
Exercise usual authority of manager concerning staffing, performance appraisals, promotions, salary recommendations and terminations
The incumbent must be able to plan, organize and supervise work of staff (work leaders and support staff ) and produce results
Responsible for multiple direct reports at both a workleader and support staff level
Oversee a department of 6 employees

Senior Manager, Loans & Trust Operations Resume Examples & Samples

Perform all required activities and reporting as OCC Regulatory Head of the RBC NY Bank Branch including serving as primary contact for internal and external auditors with the goal to achieve satisfactory audit results
Coordinate regular discussions among senior managers regarding the NY Bank Branch activities, financials and risk issues through the Risk Management Committee
Member of USWM Operations leadership team
Act as a resource to RBC Bank Branch senior leaders and RBC Trust Company (Delaware) Ltd management committee for issues concerning operations or client experience
Lead, manage and support department managers to ensure departments are effectively run within the firm and regulatory policy and regulatory framework
Provide training, coaching, recognition and development for the department members, fostering teamwork and planning for succession
Maintain existing firm and regulatory policies and procedures. Identify, recommend and implement new policies and procedures as they become warranted
Monitor risk associated with departments, within the regulatory, firm and RBC frameworks
Serve as project manager or project owner for Operations projects, and represent Operations in cross-functional projects
Responsible for the overall performance management and compensation administration for the department(s)
Develop future operations strategy designed to accommodate future growth plans, improved client interface and regulatory requirements
Benchmark our costs of product, service delivery and operating model to industry leaders
Execution of high impact operations projects related to US Loans and Trust Operations
Determine where improvements can be made in operations practice including ensuring efficiency and cost minimization outsourcing where appropriate, focusing on those that will have the biggest impact on the overall client experience. Obtain approval from the business for required changes, and execute
Evaluate and migrate all operational functions to the home of best fit
Partner with various corporate groups/functions to ensure operating policies in place are consistent with objectives and ensures their execution
Appraises and evaluates the results of overall operations regularly and systematically, reporting these results to appropriate senior management
Collaborate with IT and other partners where needed to improve operational effectiveness
Collaborate with Operational Risk partners to ensure business continuity for the NY Bank Branch and manage any client service issues or disruption events to resolution
Facilitation of a global mindset and sharing of best practises to be developed across our Operations teams
Attract and retain high caliber talent to the operations team, develop strong talent management, succession planning and performance management routines
Deliver leadership and direction to the Operations Manager of RBC Trust Company (Delaware) Ltd to ensure efficient and effective operations of the Trust Company through regular multi-day on-sight visits at least quarterly
Active member of various business and functional committees
Responsible for planning, forecasting and budgeting
Set long-term vision for areas of responsibility and coordinate with Operations
Bachelor’s degree in finance, business or related field
10 years of experience in banking and/or wealth management/brokerage operations
5 years of management experience and demonstrated success in directing and leading individuals and teams
Knowledge and experience in banking and trust
Proven track record of executing change while supporting employees through the process, and keeping them focused on business priorities
Strong working knowledge and understanding of brokerage operations and systems experience

Senior Trust Operations Analyst Resume Examples & Samples

Performs securities and trust accounting processing functions in a secondary support role within the operations team
Develops procedures and controls related to oversight and monitoring of sub-custodians, external banks, and affiliate operational processing service levels
Reviews control and reconciliation reports related to oversight and monitoring of sub-custodians, external banks, and affiliate operational processing service levels
Improves oversight process by recommending changes in management monitoring, and assessment in the internal control structure and in operating processes
Communicates progress and findings by providing information in status meetings; highlighting unresolved issues; reviewing testing documentation; preparing final control summary and performance reports
Assesses risk and internal controls by identifying areas of non-compliance; evaluating manual and automated financial processes; identifying process weaknesses and inefficiencies and operational issues
Coordinates with internal business partners to resolve reporting and service level issues
Supports the internal/external audit, compliance, and internal control functions in the coordination and gathering of requested documentation
Contributes to team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish job results as and where needed
5-7 years of experience in trust/brokerage securities processing
Experience in the preparation and/or review of cash/position reconciliation/reporting and concepts for remediation of outstanding exceptions
Must be very analytical and detail -oriented
Knowledge of SEI suite of applications and advanced experience in Microsoft Excel, Access and PowerPoint

Administrator, Trust Operations Resume Examples & Samples

Responsible for the MPF and ORSO schemes operations
Perform quality control on daily transactional activities, such as subscriptions, redemptions, benefits payments and cash management
Perform cash and bank reconciliations
Prepare and submit statutory returns
Deal with enquiries raised from customers and counter-parties
Deal with auditors on annual scheme audits and prepare financial statements
Any ad-hoc tasks as delegated

VP Trust Operations Manager Resume Examples & Samples

Responsible for oversight of routine operational balancing and reconciliations of accounts and assets
Responsible for oversight of processing, clearing, servicing and settlement of transactions
Responsible for oversight of resolution of transaction and processing exceptions
Responsible for oversight and approvals of wire transfer and ACH processing
Performs complex inquires and research
Monitors open items in the department
Documents, implements and monitors internal controls
Coordinates and manages departmental workflow
Develops and implements special projects
Facilitates communications between trust operations and various departments in the Asset Management and Trust Group
Responsible for being current with a variety of the field’s concepts, practices and procedures
Provide expert services to internal customers
Assists in problem resolution
Supports financial management function/fees/ budgeting/ forecasting/ business plan tracking
Provides support, leadership and direction to the operational staff
Provides opportunity for ongoing staff training and career development
Responsible for developing own and staff proficiency with the trust accounting system
20150429

Trust Operations Manager Resume Examples & Samples

Knowledge of securities processing and/or trust accounting principles
Demonstrates high level problem resolution
Intermediate knowledge of Excel
Excellent communication skills, verbal as well as written

Data Tools Analyst Trust Operations Resume Examples & Samples

Develop and manage core algorithms and tools for Trust & Safety teams
Manage multidisciplinary projects throughout the project lifecycle, own cross-functional communication efforts, and coordinate with multiple teams and departments to ensure projects stay on track
Proactively identify areas where data indicates that agent work can be amplified by algorithms and tooling and propose projects to enable those improvements
Provide actionable insights from analysis to make recommendations on Trust & Safety strategies
Analyze quality and performance, identify areas of improvement, and drive appropriate action to resolution
Work across Trust & Safety by assisting the teams with investigations and reviewing data sets in order to accurately train machine learning algorithms
Provide regular updates to the Trust & Safety leadership team on metrics and progress against OKRs and KPIs
Collaborate with other team members to provide statistical analysis for ad hoc projects in order to support policy decisions
Active, passionate Twitter user
1-3+ years experience in content analysis, pattern recognition, applied statistics, and policy enforcement
1-3+ years experience querying SQL data tables and working with Excel
Strong problem-solving skills and extensive research, fact-finding, and analytical skills
Highly adaptable and flexible
Results-oriented and self-motivated/driven
Able to proactively recognize needs, solve problems, anticipate issues, and develop solutions
Excellent business judgment and strategic thinking
Capable of working independently with both local and distributed teams with minimal guidance and strong attention to detail
Strong organizational and project management abilities, with a proven track record of being able to manage multiple projects and tasks simultaneously to successful completion
Strong interpersonal skills and exceptional written and oral communication skills; can effectively communicate (and collaborate) with teams and individuals of all levels
3-5+ years experience at an Internet company
3-5+ years experience in content analysis, pattern recognition, applied statistics, and policy enforcement
3-5+ years experience querying SQL data tables and working with Excel
Experience working with MySQL/Vertica and programming languages (e.g., Python, Pig, and/or Scalding)
Multilingual

Trust Operations Analyst Resume Examples & Samples

2-5 years of experience in trust/brokerage securities processing
Bachelor degree in Business, Accounting, Finance or related discipline preferred, but not required
Experience interacting with internal/external auditors, compliance, and internal controls
Ability to work with minimal supervision, process work accurately with a high attention to detail and prioritize tasks in a complex environment
Must be analytical and detail-oriented
Technical skills include excellent communication skills both oral and written and the ability to be highly adaptable to a changing environment
Experience in the Microsoft suite of products, including Excel, Word, Access and PowerPoint
Knowledge of SEI suite of applications is preferred, but not required

VP, Trust Operations Resume Examples & Samples

Manage the Trust Operations Risk and Control Self-Assessment to identify and evaluate risks, to evaluate the design and effectiveness of controls and to specify control gap enhancements for residual risks that fall outside the Trust Line of Business Risk Appetite
Drive the establishment of and adherence to clear agreements and service level standards with vendors that ensure the attainment of business goals and adherence to regulatory and policy requirements
Develop and drive adherence to standard operating policies and procedures
Develop meaningful capacity plans that are tied to productivity and service level commitments
Drive continuous improvement in terms of customer effort reduction and productivity in Trust Operations and across Trust business processes by collaborating operations and key business stakeholders,
Lead the Trust line of business program to implement strategic business platform conversion, collaborating with Information Technology, the Project Management Office, Vendors, and other internal stakeholders to develop a strategic conversion roadmap that determines the order and timelines associated with strategic platform conversion, the changes necessary to all ancillary platforms, and the changes necessary to standard operating procedures
Collaborate with Vendor Management, IT, and Sourcing to develop and execute a plan to address all the contract changes necessary to execute the strategic conversion plan
Act as the primary vendor interface on behalf of the business to ensure the delivery vendor service level agreements and costs
10+ years’ experience in fiduciary or broker / dealer financial services organizations
10+ years’ experience managing Trust business processes in accordance with regulatory, policy and control requirements
5+ years’ experience in managing outsourced providers of technology and business services
Deep knowledge of Trust business processes and technology platforms
Successful experience with planning and executing a strategic platform conversion
Experience in managing significant change programs within matrix organization structures
Experience with process design, Six Sigma, Lean Sigma, and/or Lean Delivery
Must be well-versed in the fiduciary and asset industry, possess critical thinking skills, and be comfortable in a collaborative working environment
Candidate must be capable of managing in a manner consistent with TIAA values to Act with Integrity, Operate as One Team, Take Personal Accountability, Deliver Excellence, Value our People, and Put the Customer First

Team Leader, Trust Operations Resume Examples & Samples

Lead, train and develop a team of 5 securities processing experts
Accountable for associate's development and performance
Deliver meaningful feedback, set goals, meet deadlines and manage heavy workloads
Oversee the posting and processing of cash transactions and the reconciliation of these transactions
Review and verify data input and output through management reporting and take any necessary actions
Understand process and internal controls to analyze and interpret a transactions and client impact and company risk
Manage other operational processes including fee generation and income collection
Manage and develop strong relationships with our Trust Company
Ensuring an excellent experience for clients, beneficiaries and branch teams
Delivery of new processes, workflows and controls, through the integration of technology
Participate in business initiatives which prepare the area for growth with a strong understanding of risk management and controls

Trust Operations Unit Manager Detroit Resume Examples & Samples

Oversees the unit's operation based on the overall requirements of external and internal customers as well as regulatory and industry requirements. Oversees the delivery of accurate and timely results for functional units in the department. Address and respond to all customer issues, implementing process improvements where appropriate. Maintain effective vendor relationships
Manages risk exposure and maintains overall unit costs by regularly reviewing the unit's expenditures
Minimizes risk of financial loss to the Bank by review of operating procedures, and monitoring unit reconcilement and variance reports for higher risk functional units within the department
Provides coaching and training to allow staff to achieve goals and successful performance
Develop individuals in preparation for the assumption of increased responsibility
Reviews performance plans for each staff member. Conduct semiannual performance reviews for direct reports. Make hiring, termination and salary recommendations. Manage disciplinary actions and performance/issues
Develops and maintain an operational environment that achieves satisfactory audit results. Builds quality management processes into customer delivery systems
Oversees the implementation of changes and process enhancements. Oversees costs incurred by the functional unit; minimizing expenses and ensuring optimal staffing levels exist

Trust Operations Analyst Resume Examples & Samples

Develops and recommends procedures for the various trust areas affected by any system changes or to improve the trust process
Assists in the implementation of the new products and processes
Analyzes trust needs and develops requirements through interviews with product managers and trust staff
Works with the trust system staff to design system features and procedures to meet trust needs
Assists in daily management and support of the trust accounting system and other related systems
Conducts systems acceptance testing under the direction of a test phase manager
Develops test scenarios, test data and expected test results for system acceptance testing
Reports testing problems, tracks resolution of reported problems and verifies that problems are corrected
Develops in-depth knowledge of the information systems and operations needs of the business units supported and skills necessary to support those needs
Develops training materials and conducts user training as necessary
1-2 years demonstrated experience in information technology, finance, accounting, securities or related industry
Must possess analytical skills, understanding of application integration, strong computer skills and an understanding of SQL programming and database applications
Must be proficient in SQL, Access, Visual Basic and Excel
Must be organized, detail oriented and a team player
Must demonstrate effective communication skills (written and verbal)
Must be available to work overtime and be flexible in availability and mobility to perform required job functions

Trust Operations ALT Group Manager Detroit Resume Examples & Samples

Oversees the unit's operation based on the overall requirements of external and internal customers as well as regulatory and industry requirements. Oversees the delivery of accurate and timely results for significant and more complex functional units in the department. Addresses and responds to all customer issues, implementing process improvements where appropriate. Manages and maintains effective vendor relationships
Provides coaching and training to allow staff to achieve goals. Effectively manages and develops unit direct reports and participates in Bank talent management initiatives
Manages risk exposure and operating losses. Ensures appropriate procedures and controls are in place and adhered to in order to manage significant operational risk, market risk or trust accounting system availability. Minimizes risk of financial loss to the Bank by review of operating procedures, and monitoring unit reconcilement and variance reports for higher risk functional units within the department

Trust Operations Manager Resume Examples & Samples

Manage the operations of the trust with minimal direction
Trust document reviews
ERISA reviews
Trust reporting
Executive presentations
Lead and support multiple Trust audits (internal and external)
Trust filings with regulatory agencies
Other related Trust activities as they arise
Design and implement operational systems to streamline operations and maximize revenue and shareholder interests
Facilitate communications between various departments in the company, outside Investment Managers, trustees and auditors
Expected to be a resource to the department and stakeholders for all practices and procedures
Will be relied upon for extensive experience and judgment to plan and accomplish goals
This position may be called to travel at least 10% of the time
Bachelor's degree in finance or accounting with at least 7 years of experience in the field
Demonstrated experience in a management or lead capacity
Master's degree in finance or accounting
Investment banking experience

Trust Operations Section Manager Resume Examples & Samples

7-10 years experience with securities operations/processing or relevant experience
Proficiency with various software packages such as Excel, Microsoft Office and Access
Ability to manage multiple tasks, assignments in a changing environment with competing priorities while meeting tight deadlines
Ability to thrive in a collaborative, team-oriented environment
Problem solving skills/ability to handle complex issues

Trust Operations Manager Resume Examples & Samples

Provide active day to day leadership and support to the Trust Operations team members
Manage a team in which some members are located in various geographic locations/time zones
Ensures a positive, collaborative working environment for the team
Mentors and coaches project team members, as appropriate
Process Improvement & Excellence; management and oversight of Payment Services Trust Operations processes and controls
Work directly with Services and Governance, Risk & Control leadership to understand issues, and collaborate with colleagues and other departments to proactively and efficiently reach business objectives
Lead, direct, and facilitate meetings to ensure short and long term goals and objectives are achieved
Anticipate internal/external business issues to align operational priorities, strategies and tactics
Assist with the reporting providing analysis and supporting data reporting on trends, results, resource effectiveness, project effectiveness, forecast trends and other relevant items
Proactively identify issues and opportunities for improving the quality and customer satisfaction with the Trust Operations processes
Build strategic data sets for analysis and future planning
Facilitate streamlined reporting, dashboards and analysis to support sound decision making. Ensure consistency in format and delivery
8-10 years Payroll Tax experience
5 years Management experience in operations
Process Improvement & Process Excellence
General Management Excellence
Planning and Forecasting
Customer Service Focus
Highly motivated and team oriented
Excels in a fast paced and evolving environment
Looks for new and creative ways to solve problems or improve processes

Trust Operations Accountant, Associate Resume Examples & Samples

40% - Perform Specialized Trust Accounting, Master Trust Accounting and Operational work on one or more of our core systems
Protects the interests of the bank, and our clients, by accurately directing or posting specialized work on one or more core systems in a timely basis resulting in accurate client reporting
Issues EBR statements in accordance with policies and procedures
Frequently interacts with internal co-workers, external counter parties and clients to receive and deliver instructions for completing and properly processing work
If instructions are not clear or insufficient as to detail, identifies the problem and proactively resolves such with the instructing party
Reviews transactions for appropriateness and posts or routes to responsible units for posting Possesses strong accounting and securities knowledge, as well as organizational and time management skills
30% Perform Specialized Reconciliation Reporting Protects the interests of the bank, and our clients, by accurately reporting ‘out of balance' positions and/or transactions in a timely basis to internal business units
Reconciliations may include Sub-custodial omnibus accounts; Global Tax Reclaim receivables; Global tax reclaim documents; and class action reconciliations
Researches exception items by identifying out of balance issues and potential processing issues
Assigns these items to the proper business unit to resolve and follows-up with the appropriate unit through resolution
Reports exceptions on securities and cash items to supervisors, managers, and risk management and escalates this reporting per policy
Works closely with internal and external audit to provide test samples and to monitor that risk controls are effective for the bank
10% Research and Respond to Client Inquiries Protects the interests of the bank, and our clients (including legacy accounts,) by responding to client/institutional inquiries regarding operational work and reporting in a timely, clear and professional manner
Provides sufficient details to answer questions and respond to client requests for additional information
Validates that the persons requesting data are properly authorized using bank authentication process
Exercises sound judgment in escalation of issues to management
10% Perform analysis on area's functions; provide input to enhance unit's processing
Protects the interests of the bank, and our clients, by regular review of unit's processing routines, control language and procedures, methods and flows of communication, reporting tool, and provides input to management with recommendations that would have a positive impact on efficiency, sound controls and client service
10% - Independently review for compliance with legal and regulatory requirements and adherence to service standards Protects the interests of the Bank, and our clients, by Reviewing accounting reports/statements for compliance with legal and regulatory requirements, including (but not limited to) 12CFR9, 12CFR12, OCC Asset Management Operations and Controls, BPM and TPM
Identify requirements not being met or potential processing issues to prevent losses and client service issues
Determines and implements corrective action and communicates the impact of these actions to the appropriate parties involved
Performs system balancing work and monitors own work for accuracy
Keeps manager informed on activity and issues
Risk Management: Focus on the Bank's soundness through a demonstrated knowledge of and a sensitivity to the current regulatory environment; Recognize and proactively address risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance and fair lending)
Actively manage the control environment to avoid losses (including compliance with wage and hour policies), and ensure proper safekeeping of bank and customer assets
Actively support and ensure data accuracy and integrity for their responsible area and effectively manage and proactively address risk in change activities
General understanding of trust and banking regulations and processing standards
Experienced in asset services with working knowledge of domestic and global trade settlements, income entitlements and corporate actions accounting and reporting requirements
Strong computer and mathematical skills, including experience with Microsoft office products, securities processing and accounting systems: SEI application knowledge is a strong plus Strong verbal and written communications skills with the ability to work effectively in a team environment
Ability to proactively problem solve and exercise sound judgment relative to complex and detailed daily responsibilities

Trust Operations Analyst Resume Examples & Samples

Supports Invesco Trust Company by responding to inquiries regarding qualified retirement plans, collective trust funds, administration, fees, returns, trading, statements, audit requests, investment advisors, and client servicing firm
Acts as liaison between clients and Invesco
Processes trades received via fax, phone, email or mail for all trust company client accounts
Corresponds via phone, e-mail and meetings with vendors, other Invesco offices, departments, and personnel to ensure continuity of work
Acts as primary information source for all Invesco subsidiaries on the IRT Collective Trust funds
Provides duplicate statements and account histories and replies to client level audit requests
Responds to client email from website including processing requests for web-based account access
Processes Repo trades, collateral calls and margin calls for IVR and maintain logs used for IVR reporting
Researches and resolves simple trade settlement issues
Submits trade adjustments as necessary
A minimum of four years directly related work experience in fixed income or securities settlement and administration
Previous work experience with other financial institution call center, annuity, mutual fund, insurance or qualified pension plan work preferred
Must show the ability to make quick decisions, establish priorities and concentrate on detailed information under pressure on a daily basis
In addition, must have the ability to do mathematical calculations and analyze detailed numerical data
Attention to detail is critical
Must be adept in all Microsoft Office programs, with a special emphasis in Excel
The ability to cooperate in a team environment is critical
Must have strong problem solving skills
Willingness to develop and enhance processes and productivity
Ability to actively participate in projects

Trust Operations Analyst Resume Examples & Samples

O Process check deposits, posting cash and wires to the Trust Accounting System, reconciling cash transactions, process same day check requests
2+ years of experience in trust/brokerage securities processing
Bachelor degree in Business, Accounting, Finance or related discipline

Director, Trust Operations Resume Examples & Samples

Lead a team responsible for Operations within ANTB. Establish and monitor service level agreements to meet and exceed advisor and trust client expectations while maintaining proper fiduciary controls and quality assurance over all operational functions of the trust business. Maintain procedures that meet and exceed regulatory, compliance and audit standards. Execute against procedures completely and consistently to minimize risk. Review team standard work to confirm quality, completeness and proper documentation standards are met
Establish and maintain segregation of duties to foster a control environment over the operations of ANTB, including setting and reviewing systems credentials necessary for each role in ANTB and supporting functional teams that use Trust Bank systems. Prepare reporting for the Board of Directors meetings regarding trust Operations activities
Responsible for operational aspects of Trust Administration including delivery of standard correspondence, coding receipt of assets in to trust, delivering assets out of trust, maintaining complete tax information and updating client information as necessary
Responsible for operational aspects of Trust Investment Management including reconciliation of positions, bank accounts, and systems. Lead team that establishes new trusts and associated investment accounts, tracks new trust funding, adds or deletes investment accounts within trusts following proper Investment Officer direction and manage the termination of trust process following Trust Officer direction
Provide effective leadership to direct reports incorporating performance management practices through individual performance plans, periodic reviews and feedback sessions, coaching and development
7-10 years of experience
Complete knowledge of operational management as it relates to trusts, in-depth knowledge of many types of trusts and complex legacy and estate planning topics, trust investment management, project initiation and management experience
Ability to drive compliant and consistent operations and to lead process improvement initiatives within ANTB that may include cross-organizational teams
CTFA
Strong track record of Operational Compliance and Project Management

Trust Operations Analyst / Liaison Resume Examples & Samples

Provide subject matter expertise around the processing of securities movement and physical security processing
Responsible for processing delivery and receipt transactions of physical vault securities processing within specific turnaround times. Ensuring the proper documentation is received and maintained
Participate in the vault custodian activities including opening and closing of the vault, ensuring the safekeeping of assets in the vault and auditing vault assets
Assist with monitoring the team's general mailbox for workflow distribution and respond timely to inquiries
Research and bring to resolution securities processing issues raised to Trust & Investment Services by internal clients or departments
Partner with internal clients in the development of operational processes and procedures in support of WISD services and product expansion objectives
Develop a thorough understanding of the physical processing, functions, processes and operations. Monitor new industry regulations and impact on operational process
Perform necessary metric reporting, and self-audits in support and identification of operational operating efficiencies and risk mitigation efforts
The positions will interface primarily with internal multiple WISD product lines including front office, middle office along with other back office operational and technology partners in support of business objectives. Occasional interactions may include vendors and transaction related counter-parties (i.e., DTCC, custodians, and broker-dealers). Basic Qualifications
Experience in operating as part of cross-functional teams
Thorough knowledge of personal computers and the various software programs utilized by the department including but not limited to Microsoft Office and Microsoft Project
Proven analytical and organizational skills
Ability to independently research and resolve problems Ideal Qualifications
Knowledge of trust regulations and securities-related regulations
Solid knowledge of financial services industry participants About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. Apply today at www.mtb.com/careers!

Trust Operations Analyst Resume Examples & Samples

Assists in the preparation of market value file uploads and analysis of rejected items
Will post limited partnership trades at the request of the middle office and will analyze any problems resulting from trade postings in order to resolve issues
Performs various accounting functions to include, preparing general ledger entries, various analysis reconciliations, accounting principles and bank regulatory requirements
Performs coverage within mutual fund, DTC, FED and money market processing
Will also perform other related duties as requested by management. BASIC QUALIFICATIONS REQUIRED
Bachelor’s Degree and a minimum of 1 years’ trust operations experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ trust operations experience
Thorough knowledge of personal computers and various software programs utilized by the department
Ability to independently research and resolve problems IDEAL QUALIFICATIONS PREFERRED
Experience operating as part of cross-functional teams