Trust Operations Manager

Burke & Herbert Bank; Alexandria (VA); On-site; USD 110,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Paid holidays

Bereavement leave

Parental leave

Life insurance

Long-term disability

401(k) with company match

Job summary

Burke & Herbert Bank is seeking a Trust Operations Manager to oversee the Trust Operations unit, ensuring efficient service delivery and coordination with Audit, regulators, and external providers. The role requires leadership of staff, process improvement, and strong IT and security oversight within the department.

The ideal candidate will have 2+ years in trust operations and deep knowledge of trust systems, word processing, and spreadsheets.

Qualifications

• 2.10+ years of progressively responsible experience in a trust department operations.
• Excellent knowledge of trust systems applications and word-processing and spreadsheet applications.

Responsibilities

• Manage and coordinate all activities of the Trust Operations unit.
• Provide trust operations support, knowledge and expertise to department and bank.
• Act as liaison with Audit, vendors and regulators as needed.
• Provide training where necessary to operations, administration, and investment staff.
• Coordinate outsourcing vendor training and develop documentation for trust operations workflow.
• Provide oversight and supervision to the Trust Administration process.

Skills

Leadership

Analytical skills

Project management

Communication

Education

Trust department operations experience

Tools

Trust systems

Word processing

Spreadsheets

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Trust Operations Manager

4 days ago Requisition ID: 2359

CLASSIFICATION

Exempt

REPORTS TO

Director of Trust & Wealth Management

JOB DESCRIPTION

Summary/Objective

Manages the overall coordination and maintenance of Trust systems, processes and service delivery. Coordinates business support activities with Department Staff as well as other areas of the Bank and external providers as necessary.

Essential Functions

• 1.Manage and coordinate all activities of the Trust Operations unit.
• 2.Manage Trust Operations staff including but not limited to staffing, performance appraisals, promotions, salary recommendations, terminations, training and function allocations.
• 3.Provide trust operations support, knowledge and expertise to department and bank.
• 4.Act as liaison with Audit, vendors and regulators as needed.
• 5.Provide training where necessary to operations, administration, and investment staff.
• 6.Coordinate outsourcing vendor training and develop documentation for trust operations workflow.
• 7.Provide oversight and supervision to the Trust Administration process.
• 8.Track and verify tasks performed to opening and closing accounts, to complete transfers or transactions, and to post receipts and disbursements.
• 9.Coordinate the maintenance of the departmental use of the IT infrastructure including but not limited to information security, telephone, software and hardware.
• 10.Assist and coordinate with Bank IT department various technology solutions. Track and coordinate resolutions for IT-related issues.
• 11.Manage and maintain corporate Disaster Recovery Program for Trust Department.
• 12.Manage and maintain Departmental Risk Assessment Plan.
• 13.Research and resolve operations related problems.
• 14.Complete regulatory reporting (e.g., FINRA 13f quarterly report, RCT quarterly report, FFIEC quarterly report, daily OFAC report and reporting related to the U.S. Patriot Act).
• 15.Ensures Departmental compliance with all policies and procedures as applied to the Bank’s BSA/AML policy.

Other Duties

• 1.Complies with all policies and procedures as applied to the Bank's BSA/AML policy.
• 2.Perform other duties as assigned.

Skills/Abilities

• 1.Demonstrated leadership qualities and management skills.
• 2.Strong analytical and financial reporting skills.
• 3.Ability to manage projects and organize, prioritize and delegate tasks.
• 4.Excellent oral and written communication skills.

Supervisory Responsibility

This position has supervisory responsibilities.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

Education and Experience

2.10+ years of progressively responsible experience in a trust department operations.

3.Excellent knowledge of trust systems applications and word-processing and spreadsheet applications.

This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $110,000 - $145,000 annually.

This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.