Provide leadership to team members accountable for the processing, service, and administration of multiple or complex processes within Trust Operations including Cash, Fees, Reconciliation, Account Maintenance and Terminations. Provide coaching, development and support to team to ensure timely and accurate execution of daily functions, while meeting all compliance and regulatory requirements. Drive implementation of process improvements ensuring all processes and procedures are appropriately documented. Lead and/or participate in projects, serving as a subject matter expert as appropriate.
Provide leadership and coaching to direct reports, including providing work direction and support to team on process, procedures and escalated issues. Develop methods to measure and report on department performance, ensuring resources are properly allocated and workload is managed to meet all accuracy, transactional processing, quality metrics and standards, and compliance and regulatory requirements.
Drive and implement process improvements, proactively identifying and resolving business issues to improve efficiencies and increase operational effectiveness. Provide oversight of policies and procedures, ensuring all procedures are appropriately documented and reviewed to meet compliance and regulatory requirements. Work with internal and external business partners to effectively identify and minimize risk.
Lead and/or participate as a subject matter expert in projects and business driven initiatives within team and across Trust Operations, as appropriate.
Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals.
Education: High school or GED
Experience: 5-7 years of relevant experience.
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for
education and experience.
Extensive experience working in Trust Operations, specifically in the areas of Cash, Fees, Reconciliation, Account Maintenance and Terminations.
Strong working knowledge of Trust Operations processes, policies,techniques, and applicable regulations.
Proven ability to work effectively with internal and external partners at all levels.
Demonstrated people leadership experience.
Strong communication skills, including ability to explain complex issues in an understandable manner.
Education: Bachelors degree or equivalent (4-years)
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.