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Director of Trust Operations

Position ID: JMS/SDdirector
Location: Sioux Falls SD

Director of Trust Operations

 

Our client is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide. With a global footprint and over 30 years of history, their clients include the world’s largest banks and brokerage firms, leading law and accounting firms and high net-worth individuals and their families. They offer clients a range of services from traditional corporate domicile representation to the administration of complex trust and fund structures.

 

Manage the trust operations team by overseeing the daily tasks that chiefly consist of processing trades and designating cash flow are accurate, timely, and in compliance. Be the point of contact on compliance matters.

 

Primary Responsibilities:

  • Possess a full understanding of how to post trades, transfer of assets, dividends and interest in Trust Accounting System
  • Understand the banking, trust and investment compliance guidelines and ensure they are being followed by others.
  • Validate wires,ACH, deposits, recurring bill payment and processing and be responsible for accuracy of these transactions.
  • Prepare, review, and print various reports for other departments to utilize
  • Be prepared to complete daily audit, settlement, and cash reconciliation
  • Review the accuracy in the setup of new assets
  • Oversee the transfer of securities and other trust assets to or from trust accounts
  • Oversee and monitor the monthly statements and account fees
  • Communicate with president and management team on the operational procedures updates.
  • Provide a welcoming office where staff can ask questions and where you provide the answers through further research.

 

Competencies:

  • Read and interpret legal/trust documents
  • The ability to perform both independently and teamwork
  • Troubleshoot issue and resolve problems
  • Be a project manager for new process in the Trust Operation Department

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/SDdirector in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/SDdirector 

 

NO CALLS PLEASE

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