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Responsible for managing the Wealth Operations Department to provide efficient and accurate trust accounting record keeping, and reporting services for the bank and subsidiaries and affiliates ensuring the client experience is being delivered exceptionally to each client. As the Wealth Operations Manager you will be responsible for implementing strategies to achieve goals developed for the department as part of the division's annual operating plan; ensuring the department's compliance with operating policies and procedures and outside regulatory requirements; organizing the work, activities, and human resources of the department; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports. This role manages the Wealth Operations Department to provide efficient and accurate trust accounting, record keeping, and reporting services.
