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Trust Operations Manager
4 months ago
Bank in Stamford is looking to hire a Trust Operations Manager
Position Summary:
- Responsible for management and overall coordination of daily operations in the Trust Department, including managing the trust accounting system and ensuring compliance with all required regulations that apply to the trust operations function.
- Essential Duties and Responsibilities: Manages overall operations of Trust department. Oversees administration of all accounts in department and adherence to approved policies and procedures. Oversees the reconciling of the Trust Operational Accounts.
- Sets up and processes trust and estate accounts including establishing contact with heirs, obtaining inventory and appraisals for property, coordinating sale of property or other assets and ensuring all tax returns are filed. Ensures all claims and charges against estate are paid.
- Rebalances accounts invested in Federated Investors Equity models, places trades accordingly. As back up to Sr. Trust Operations Administrator, responsible for review and release of all equity trades submitted by account officers utilizing ROX trading system.
- Oversees and participates in the preparation of all periodic reports documenting all trust/estate administration transactions, including deposits, disbursements, new accounts, terminated accounts, etc. Oversees preparation of and approve disbursements to heirs and beneficiaries. Works with regulatory examiners & auditors and provides requested information and reports.
- Develops and recommends trust operating budget, including estimates of tax preparation, appraisal, real estate management and legal fees, projected income, and other Trust and Investment related department expense factors. Coordinates procedure or policy changes that may have cross-departmental impact. Produces, maintains and updates departmental policies and procedures manual as assigned.
- Reviews, monitors and recommends changes and enhancements to trust accounting system and other vendor related activities. Takes an active and heavy role in department's system migration initiatives, upgrades, related testing, and implementation debriefs. Performs risk analysis of the Trust Department's accounting and information systems, financial products, and department controls. Adheres to Bank's vendor management program
- Implements and maintains operational controls for the Trust Department with a focus on transactional reviews, account and asset reconciliations, recordkeeping, and tax and portfolio accounting functions.
- Performs monthly investment regulatory reviews of all Trust Department accounts and reports to the Trust Review Investment Committee of any exceptions.
- Provides input to strategic decisions that affect the functional area of responsibility.
- Serves as a Contingency Support Team Leader. Responsible for ongoing maintenance and testing of his/her area's Plan. Provides direction and coordination of recovery operations in the event of an incident (disaster).
- Serves as member of the Compliance Committee and Technology Committee. Also serves as a member of the Sales Committee and Trust Review Committee; maintains current professional certifications and continuing education requirements. Assigns and monitors work and workflow of the team; provides guidance and coaching and evaluates performance of staff.
- Performs other related duties as required.
Knowledge and Skills:
- Work requires thorough knowledge of trust and estate administration, including probate process, trust/probate accounting, fiduciary responsibilities, compliance and regulatory requirements, relationship management and operating management.
- Typical Recruiting Specifications: Bachelor's degree in business administration or related field or equivalent plus 7-10 years experience in managing Trust Operations function. Thorough knowledge of settlements, custodians and reconciliation practices to satisfy regulatory and compliance needs. Proven people management experience. Ability to be proactive, take initiative, and carefully monitor, follow through, and complete required initiatives. Must be technologically astute with proficiency in MS Office/Office 365 application suite. Must have strong attention to detail and ability to meet deadlines. Superior written and verbal communication skills. Demonstrated strong customer-contact skills. CTFA or CSOP designation a plus.
