Job Description

Job Details

Description

Summary:
The Trust Operations Manager leads the Trust Operations group responsible for cash processing, trade settlement oversight, account maintenance, income processing, real estate administration support, fee billing, and operational controls. Ensures regulatory compliance for operational functions, manages workflow and staff performance, and serves as primary liaison to auditors, vendors, custodians, and internal leadership.

Essential Functions:

  • Operations Management: 90%
    • Oversee daily operational activities including marshalling of incoming assets, income verification and settlement, distribution processing, and maintenance of trust accounts
    • Supervise trade-processing controls for executed transactions, including oversight of fixed-income trades requiring manual confirmation, trade blotter balancing, custodial notifications, and exception resolution
    • Manage acco...

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