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Old National Bank
Indianapolis, IN, United States
Trust Officer Job Locations US-IN-Indianapolis | US-IN-Evansville Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2023-13221 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deepl
Job Source: Old National BankFifth Third Bank
Indianapolis, IN, United States
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Job Source: Fifth Third BankFifth Third
Indianapolis, IN, United States
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Job Source: Fifth ThirdSecurity Federal Savings Bank
Carmel, IN, United States
Job Type Full-time Description The Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investment agent or custodian. Requirements Job Requirements: Bachelor's degree Advanced degree or legal experience preferred CTFA p
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Job Source: Cunningham Restaurant GroupBlue Signal
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Upgrade your resume prior to applying with resumeandcareerservices.com. Join a leading national organization in the home services industry, known for its commitment to innovation and customer satisfaction. As part of their expansion, our client is seeking an Accounting Manager to oversee and enhance their financial operations. This role is critic
Job Source: Blue SignalDamar Services, LLC
Indianapolis, IN, United States
At Damar, our people are remarkable! Our staff are dedicated to serving our clients to achieve remarkable results. We are a diverse team of men and women with a wide range of skills and experiences interested in careers that matter. We will provide you the training to help you not only provide the best service to our clients, but provide a place w
Job Source: Damar Services, LLCIndianapolis, IN, United States
Title: Manager, Trust Accounting Department: Trust Accounting
FLSA: Exempt Hours: 40
Position Summary
Manages trust accounting/fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
Key Duties and Responsibilities
Manages trust accounting staff, demonstrating leadership qualities consistent with management values and mission.
Develops staff through performance management, goal setting, training, and effective employee relations.
Oversees quality and quantity of work produced ensuring that appropriate quality and production internal service level agreements have been met, and insuring employees are held accountable and expectations are consistently met.
Oversees internal systems, policies and procedures to ensure trust accounting operations are in compliance with client needs, new developments, regulations, and reporting requirements.
Resolves escalated trust accounting issues for customer/client.
Maintains communications and effective working relationships with management (including client services and all other operational units) and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
Reviews financial statements completed by staff to ensure accuracy before releasing to the client
Manages year-end audits with outside CPA firms so problem solving is required.
Performs other similar and related duties as required.
Working Conditions/Physical Effort
Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
May be subject to interruptions.
May be required to lift a maximum of 25 lbs.
Must be able to have flexible work schedule when workflow requires.
Must meet established attendance and punctuality guidelines.
Minimum Qualifications
Bachelor's Degree in business, management or related-field, or an equivalent combination of education and experience may be acceptable.
CPA preferred
5 or more years of accounting experience
Management experience preferred.
Strong computer skills including Excel and Microsoft Word.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at [email protected] , and we would be happy to assist you.
ZAS's Mission, Vision & Values
As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS. The values we live and work by are:
We focus on relationships
We take risks thoughtfully
Ethical behavior
Performance and accountability
We strive to win, but not at all costs
Zenith American Solutions, Inc.
Real People. Real Solutions. National Reach. Local Expertise.
Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We look for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
Internals to Apply:
If you meet the minimum qualifications and are interested in applying for this position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline in order to be considered prior to external applicants.
* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need.
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Manager, Trust Accounting jobs in Indianapolis, IN, United States
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