Trust Operations Supervisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Isabella Bank · 1 month ago

Trust Operations Supervisor

Isabella Bank is seeking a Trust Operations Supervisor to oversee the operations function and manage a team. The role involves coordinating with outside providers, ensuring compliance, and preparing for annual audits.

AgricultureFinancial ServicesInsuranceReal Estate

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

Qualification

Trust experienceSupervisory experienceSecurities processingAttention to detailComputer skillsVerbal communicationWritten communicationTeamwork

Required

Bachelors' Degree required with a major in Finance, Accounting, or Business
Supervisory experience
Understanding of securities processing, trust, or brokerage industry
Excellent attention to detail
Proficient in verbal and written communication skills
Proficient computer skills
Effectively work as a team member and independently as required

Preferred

Trust experience

Company

Isabella Bank

twittertwittertwitter
company-logo
Isabella Bank is a financial services company that provides online, mobile, text, and community banking to each of its communities.

Funding

Current Stage
Growth Stage
Total Funding
$30M
2021-06-17Debt Financing· $30M

Leadership Team

leader-logo
Gerald Ritzert
Chief Financial Officer
linkedin
leader-logo
Jerome Schwind
President & Chief Operating Officer
linkedin
Company data provided by crunchbase