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Trust operations assistant job description

Updated March 14, 2024
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Example trust operations assistant requirements on a job description

Trust operations assistant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in trust operations assistant job postings.
Sample trust operations assistant requirements
  • Minimum of a high school diploma or equivalent
  • Experience with trust operations or financial services
  • Proficiency in Microsoft Office Suite
  • Ability to analyze and interpret data
  • Strong attention to detail and accuracy
Sample required trust operations assistant soft skills
  • Excellent written and verbal communication skills
  • Ability to work well in a team environment
  • Strong problem-solving skills
  • Ability to prioritize and manage multiple tasks
  • Strong work ethic and initiative

Trust operations assistant job description example 1

Atlantic Pacific Companies trust operations assistant job description

Atlantic | Pacific Companies is a dynamic industry leader, with a growing and diverse portfolio of properties throughout Florida, Georgia, Texas, California, and North Carolina.

We are looking for passionate people who enjoy challenges and helping others. Does this sound like you? Join us!
Competitive hourly pay
100% Employer Provided Health Insurance, Life Insurance, and Long Term Disability
Dental and Vision Insurance
Flexible Spending Accounts
Paid Time-Off/Holidays
401(k) Retirement Plan
Employee Referral Program
Employee Assistance Program
Employee Discounts Program
Company Website: www.apcompanies.com
Essential Functions:
Deliver strategic projects for leadership that provide key business insights for high-priority initiatives. Evaluate work completed by properties in assigned markets, verify the content, communication results, and confirm that business processes are being followed. This evaluation of completed work includes, but is not limited to, lease contracts and application materials, ledger accuracy, and any other stored work that can be reviewed, evaluated, and reported upon.
Conduct in-depth analysis of our business processes and develop deep understanding of key value drivers to identify improvements areas and opportunities. Provide support and guidance to on-site personnel, regional management team, and corporate personnel sharing knowledge and working towards a common goal. Monitor property compliance of all local, state and national licenses, permits and contracts Perform on-site file audits to identify areas of risk and actions needed to achieve compliance. Assist in developing and implementing programs, projects, and initiatives that enhance overall business operations, communication, and workflow efficiencies. Work closely with corporate personnel in a variety of departments and key positions in the assigned markets.
Performs other tasks as required.
Skills and Abilities:
Highly analytical with experience decomposing and solving problems. Attention to detail is essential in ensuring the accuracy and integrity of the data across all areas and systems utilized in the day-to-day operations.
Ability to pull and comprehend reports from Property Management Software. Intermediate to advanced proficiency in Microsoft Excel. Independently capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations. Motivated to work collaboratively in a fast-paced, ever-changing environment. Strong organizational, interpersonal and multi-tasking skills.
Ability to provide clear and concise direction, both written and verbal.
Company DescriptionAtlantic | Pacific Companies is a fourth-generation real estate company with expertise in acquisitions, development, property management, and investments. With offices in Florida, Georgia, Texas, and California, our team utilizes decades of experience and thorough marketplace knowledge to develop and manage a wide array of properties across the country.

Our associates specialize in both established and growing marketplaces. We treat every investment with a disciplined approach that creates significant and sustainable value for our clients.
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Trust operations assistant job description example 2

Citi trust operations assistant job description

The Ops Support Assistant 4 is an entry-level position responsible for providing operations support services, including but not limited to; Process and decision PWI's and No Post items by deadline. Add and track Interest and branch stop payments to spreadsheet. Work the debits on corresponding markets from the 176 (218) report. Send stop emails at 5 and 10 days. Download, format and review custom check registers and provide backup for corrections. Place stops online for various back office teams. Open mail and void checks. Respond to check copy requests. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.
Responsibilities:

* Assist unit manager by providing guidance on processes and operating procedures
* Coordinate team efforts to ensure the efficiency of quality, timeliness, and general operation to maintain workflow of the department
* Evaluate and help identify potential issues that may impact department workflow
* Interact with internal departments and external clients to resolve issues and concerns
* Monitor "In process," work to meet business and quality standards
* Assist in making decisions within established procedures that balance the needs of the employee, company, and customer
* Support and expansive array of products and services and serve as the team subject matter expert
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

* 1-3 years of relevant experience
* Experience with Learning Management Systems, Human Resource Systems and Learning and Development knowledge preferred
* Proficient computer skills
* Ability to adapt to new technology quickly and seamlessly
* Consistently demonstrates clear and concise written and verbal communication skills

Education:

* High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Trust operations assistant job description example 3

Massachusetts Eye and Ear trust operations assistant job description

Patient Operations Assistant in our Pre Post Op Recovery Unit, Main Campus, with benefits, evenings required M-F, 40 hours.

Under the supervision of the Nurse Director, the Patient Operations Assistant is vital to the team and performs a variety of technical and patient care functions that assist the nurses in daily activities. All functions performed in this position are an essential component of the hospital plan for patient care and reflect chronological age, developmental level and the specific needs of our patient population.
ESSENTIAL FUNCTIONS:

1. Follows hospital policies and procedures to correctly identify patients prior to transport between nursing units and/or MGH.

2. Utilizing sound principles of back safety and body mechanic; transports, assists in lifting, moving and positioning patients as needed.

3. Maintaining Universal Precautions disinfects stretchers after each patient (railings and mattress).

4. Cleans all stretchers entirely on a weekly basis. Checks stretchers for functional defects, report and red tags for repair. Reports and red tags equipment to charge nurse, Clinical leader, Director to assure that general hospital safety standards are being met.

5. Cleans and prepares patients care areas daily following hospital departmental policies and procedures. These duties include but are not limited to: emptying trash, linen bags, closing and replacing sharps containers, IV pole cleaning, emptying suction canisters, replacing liners, setting up patient care areas as needed to include appropriate equipment for all patient areas

6. Cleans and restocks unit, all nursing carts, restocks all nursing carts according to predetermined inventory levels to assure that adequate patient care supplies are available.

7. Transports blood and blood products to and from MGH Blood Bank following AABB regulations.

8. Always protects patient rights and maintains patient confidentiality.

9. Fill blanket warmer as needed per area if applicable.

Qualifications

Qualifications


High School Diploma / GED Timely, dependable and caring in a patient setting Strong Communication skills


EEO Statement
Massachusetts Eye and Ear is proud to be an equal-opportunity employer and is committed to providing a workplace free from harassment or discrimination. All employment decisions are made without regard to race, color, age, gender, gender identification, sexual orientation, religion, marital status, sex, pregnancy or conditions related to pregnancy, national origin/ancestry, citizenship, disability, military status, genetic information, or any other basis prohibited by law. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, training, and career development programs. Partner's Healthcare is acting as an Employment Agency in relation to this vacancy.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.