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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust operations and fiduciary services, with a strong focus on regulatory compliance, operational efficiency, and performance management. Proven ability to lead teams, implement policies, and enhance client service delivery in a fast-paced environment.
Highest-signal resume keywords
Trust Operations ManagementRegulatory CompliancePeople ManagementOperational EfficiencyTrust Accounting Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust AdministrationAsset ManagementFinancial ReportingOperational PoliciesKPI MonitoringQuality AssuranceRisk MitigationFiduciary PrinciplesProject ManagementAnalytical Skills
Soft Skills
LeadershipCommunicationProblem-SolvingAttention to DetailCustomer-Focused Mindset
Tools & Technologies
Trust Accounting SystemsFISFidelity
Certifications & Qualifications
Certified Trust Operations Professional
Industry Keywords
OCC RegulationsFiduciary LawsWealth ManagementInvestment OperationsPortfolio Accounting
About the role
Key responsibilities & impact- Oversee day-to-day trust and wealth operations, including account administration, asset management, account onboarding, and fiduciary reporting
- Develop and implement operational policies, procedures, and workflows for trust administration
- Monitor service delivery standards and completion of trust activities, including transactions, tax reporting, deposits, and distributions
- Manage trust accounting processes, reconciliations, and financial reporting for fiduciary accounts
- Lead initiatives to improve operational efficiency, reduce risk, and enhance client service delivery
- Establish and monitor KPIs, analyze operational data, and report performance to senior leadership
- Implement quality assurance programs and track regulatory findings and remediation efforts
- Coach, mentor, and provide performance feedback to trust operations staff
- Manage workload distribution, resource allocation, training needs, hiring, and onboarding
- Ensure compliance with OCC regulations, state fiduciary laws, and internal policies
- Coordinate with Compliance and Legal on examinations, audits, and inquiries
- Implement controls to mitigate operational and fiduciary risks
- Oversee annual account reviews, documentation, conflicts of interest, fiduciary duties, records retention, and corrective action plans
- Oversee trust accounting systems and technology platforms; collaborate with IT and vendors on enhancements and issue resolution
- Manage operational budgets, procedures, training materials, business continuity planning, disaster recovery, and vendor relationships
- Partner with Wealth Advisors, Trust Officers, Relationship Managers, Legal, Compliance, Risk, and Audit teams
- Serve as subject matter expert on trust operations and represent the function to senior leadership and regulatory examiners
- Approve procedures and workflow changes, resource allocation, routine transactions, vendor selections, and service agreements within delegated authority
- Make hiring, performance management, and compensation recommendations
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent work experience
- Minimum 7-10 years of experience in trust operations, fiduciary services, or related field
- Minimum 3-5 years of people management experience
- Demonstrated experience managing operational teams and driving performance improvements
- Strong understanding of regulatory compliance requirements in a trust environment
- Deep knowledge of operational processes, preferably in trust operation administration, fiduciary principles, and settlement processes
- Strong understanding of OCC trust regulations and state fiduciary laws preferred
- Proven leadership and people management skills
- Excellent analytical and problem-solving abilities
- Strong project management and organizational skills
- Effective communication skills with ability to explain complex trust concepts to diverse audiences
- Ability to manage multiple priorities in a fast-paced, regulated environment
- Strong attention to detail and commitment to accuracy
- Customer-focused mindset with dedication to service excellence
- Certified Trust Operations Professional (CTOP) or similar professional certification desired
- Experience with trust accounting systems (e.g., FIS, Fidelity) desired
- Previous experience in a bank trust department or wealth management organization desired
- Knowledge of investment operations and portfolio accounting desired
- Experience managing through regulatory examinations and audits desired
- Candidates must possess unrestricted work authorization and not require future sponsorship
Benefits
Comp & perks- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
- Competitive salary and work-life balance