Trust Operations Manager
Are you interested in joining a successful, expanding wealth management team, in a key role leading the Trust Operations team and coordinating delivery of a variety of trust support activities. Frandsen Bank & Trust seeks a Trust Operations Officer, who will be based out of our New Ulm Wealth Management Trust office location. This position will report directly to the head of the Wealth Management & Trust Division.
The qualified individual should have experience in general account operations and system support in the financial services or banking industry. The successful candidate will be a self-starter, possess a strong work ethic, and have a general knowledge of accounting, finance principals and operations. This position is responsible for timely support services, including daily payments and department reconciliation, client on-boarding, statutory and regulatory reporting, database administration and general project management. A bachelor’s degree is desired or equivalent work experience.
Duties And Responsibilities Will Include
• Delivery of an internal service culture ensuring the team’s timely and thorough assistance to colleagues and clients across a range of support services including daily payments and department reconciliation, client on-boarding, account opening and maintenance, statutory and regulatory reporting, database administration, robust data integrity, and general project management.
• Responsible for management of operations and administrative support staff, including setting objectives, personal development goals and longer-term career development plans where appropriate.
• Training others, being generous with availability to support the development of junior members of the trust operations team, including providing timely and constructive feedback
• Create structure and elevate team abilities to ensure timely completion of assigned tasks.
• Collaborating with peers across Frandsen’s trust business to ensure efficient operation of day-to-day routines and implementing procedural improvements as required.
• Focus on continual process improvements by streamlining procedures, enhancing current systems and implementation of technological improvements.
• Other duties as assigned.
Essential
Qualifications and Skills
• Excellent people skills and emotional intelligence
• Strong organizational and time management skills, and attention-to-detail
• Ability to achieve deadlines, take initiative and be adaptable
• Proficiency with Microsoft Office, and an aptitude to learn software systems.
Desirable
• Financial services industry experience
• Managerial experience
• Good at building and maintaining relationships, with excellent interpersonal and communication skills and a friendly and encouraging professional demeanor
• Being a proactive team member
Executive Offices
Management and Manufacturing
Full-time