Trust Operations Manager


Bixby, OK

Industry: Accounting, Finance & Insurance


Not Specified years

Posted 29 days ago

  by    Don Curley CPC

Our client, seeks to hire a Trust Operations Manager. This is an opportunity to grow with the trust division of a high performing wealth management group with record earnings. This is a regional bank. Advance your career with them as they grow through acquisitions and organically. This position is open due to an internal transfer.

  • Growth Opportunity
  • High performing wealth management group with record earnings two years in a row
  • Open due to an internal transfer.

Job Description

As Manager of Trust Operations, you will:

  • Manage day to day trust operations including planning, budgeting and quality assurance
  • Review and assess talent of current staff to see where there are needs for training/education
  • Work with internal customers to better serve them and external customers
  • Work with outside vendors
  • Responsible for planning, implementing, and delegating all tasks associated with Trust Operations
  • Responsible for staff supervision
  • Ensure that the policies and procedures of the department are being followed

As Manager of Trust Operations you will bring to the table:

  • Previous experience managing trust operations
  • Experience leading, training, and coaching staff
  • Understand BSA/AML regulations as applicable to trust operations
  • Experience leading consolidation of operations of acquired trust departments
  • Experience leading system conversions and system updates
  • Experience working withinternal customers
  • Experience coordinating with corporate trust, oil & gas, pricing services, and mutual funds
  • Bachelors degree, CPA or CSOP a plus


$100K - $120K