Ready to embark on a new career in the exciting financial services industry? Well, we need your amazing skills!
The Trust Operations Lead is a key member of the trust operations team, providing leadership support across our Trust Operations team. In this role, you will ensure our clients receive the high level of operational excellence they’ve come to expect. In addition, you will collaborate with leaders across departments to ensure we maintain a seamless experience for clients and associates, providing strategic solutions to complex business problems. This is a dynamic position that requires excellent problem solving and communication skills, as well a genuine desire to help our clients and grow our business.
The Trust Operations lead is an energetic leader that will provide ongoing leadership support to the Director as you both work to build and strengthen relationships amongst the team. You’ll be forward-thinking and proactive in anticipating areas of opportunity across departments. You’ll generate innovative process solutions, optimize inefficiencies, and ensure your teams remain trained and informed as the business grows. You’ll also enable collaboration, ensure execution quality, and promote a happy and healthy work environment.
Why join us:
Well, because we’re awesome. Seriously. How many other companies call themselves awesome in their own job ad? Sure, we’re humble, but we also needed to get your attention in a sea of a million other ads. We get the job done, we’re innovative, rewarding, and challenging. We also won’t take you for granted and with our start-up you won’t be the tenth employee in the last month working in a department of a hundred. This isn’t the place you come to hide, this is the place you come to shine and grow as a team. So, what’s not to love?
Who we are:
Digital Trust is an equal opportunity employer that promotes both a work-life balance and a vibrant work environment. In profession, we are a retirement custodian and administrator that specializes in self-directed IRAs with comprehensive trust and escrow services. Our day-to-day culture flows through every individual and is felt in each connection, whether it be internal or external. We pride ourselves in encouraging experiential learning through books, activities, exercises, and incentives to continuously better ourselves and create a world where fun and finance can come together.
What we believe in:
We Are One
Above all, we are one team. We pull up and lift each other up ALWAYS. We have an attitude of gratitude and bring the greatest version of ourselves every day. We grow, but we grow as one.
Find The Yes
We under promise and overdeliver. We are constant innovators and are solutions driven. We are anti-fragile and check our egos at the door.
Speed Wins
We are snipers. We move fast, but with precision. We make decisions, we analyze, test, and repeat. We embrace technology and data to make better decisions along the way and get us to the finish line faster.
Fly Higher
We set the standard of professionalism. We work harder and smarter to be better every day.
We learn from our mistakes.
What you’ll get:
Competitive base salary and all the standard benefits you’d expect including generous paid time off (PTO), 401k matching, medical, vision, dental, short-term disability, long-term disability, and term life insurance options. Plus, we’re always on the hunt for new benefits. We actively want to make sure you’re taken care of!
What we expect:
We expect you to a be a “solid” human being. Someone who doesn’t need to be reminded our handbook includes mutual respect, teamwork, and professional conduct policies. We seek the best. So, working together to uphold our company culture, mission statement, and values comes standard. This also includes other stuff our legal team forced me to include like:
· Exhibit exceptional customer service skills within company guidelines
· Possess a positive attitude, motivation, and ability to learn
· Display strong work ethic relative to punctuality, discipline, and a sense of responsibility
· Ability to work collaboratively, communicate effectively and display commitment
· Have effective communication skills (listening, verbal, and written)
· Practice multicultural sensitivity and awareness
· Ability to take constructive feedback with adaptability and flexibility
· Exercise excellent planning and organizational skills
· Demonstrate critical thinking and decision-making abilities
· Capable of time and priority management
· Embrace conflict resolution and problem-solving skills
· Demonstrated personal integrity and ability to safeguard confidential information
· Adhere to all standard company guidelines and handbook policies
What you’ll do:
- As a team lead, one of the primary areas of focus for you will be to help support the Director, Service and Trust Operations with the ongoing management of the Trust Operations team.
- You will help lead, be proactive, and support trust operations. This means helping to push and deliver on key departmental goals for trust operations while working with the team to optimize business outcomes. Sample duties include:
- Serving as a trusted resource and point of contact for the team on matters ranging from attendance to performance management.
- Support the planning and prioritizing of work delegated across the team.
- Support the ongoing management and tracking of team goals that align to company objectives, and provide the guidance and resources necessary to achieve those goals
- Serve as an additional point of contact for client and associate inquiries that require advanced subject matter expertise
- Support the ongoing development and maintenance of all department procedures, policies, and standards
- Support the ongoing enforcement of company policies
- Monitor communication; provide coaching and feedback
- Support and help facilitate regular team meetings to ensure cohesive messaging
- Work with the Director to help manage the schedule to ensure coverage needs are met
- Stay current on the latest industry trends and techniques
- Perform other duties as assigned
What you’ll need:
- A passion and interest in leading teams and developing people
- At least 3 years of Financial Technology Service Experience
- At least 3 years of Customer Service experience
- A Bachelor’s degree in Business Administration or a comparable major, or equivalent job experience
- Superior attention to detail and time management skills
- Superior customer service skills
- Excellent communication and interpersonal skills at all levels in the organization
- Proficient Microsoft Office Excel, Word, Outlook
- Knowledge of TalkDesk preferred
- High level of IRA/Product knowledge
- Management and Leadership Skills a plus
- Comfort and experience being in an innovative start-up environment
- A willingness to roll-up your sleeves and get work done
- Excellent written and oral communication skills
- Enthusiasm for our culture. Our culture is unique, and we live by our values
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Work Location: In person