Trust Operations Assistant Manager

Summary The Trust Operations Assistant Manager is responsible for assisting the leading the day-to-day operational functions of the Trust Department while ensuring exceptional client service, regulatory compliance, operational efficiency, and risk management.

This position oversees trust operations, account administration support, workflow management, and systems utilization.

The Operations Assistant Manager works closely with the Trust Operations Manager, Trust Operations Team Members, Trust Officers, Investment Officers, Compliance, Risk Management, and Department Leadership to ensure the department operates efficiently and in accordance with fiduciary standards and applicable laws and regulations.

As part of the Somerset Trust Team, it is the expectation that all employees provide exceptional customer service to both internal and external customers, foster positive, respectful collaboration with colleagues across the organization, and uphold the values of the company (Service, Fairness, Honesty).

Essential Duties and Responsibilities · Operational Leadership: Assist Operations Manager to manage daily operations; improve workflows; monitor productivity; implement controls.

· Trust Administration Support: Oversee account setup, maintenance, transfers, distributions, fee processing, tax reporting coordination, and recordkeeping.

· Compliance and Risk Management: Work with Operations Manager and Innovation and Quality Assurance Officer to ensure procedures and process are compliant and mitigate risk.

· Staff Leadership: Supervise, mentor, evaluate, train, and develop Trust Operations staff along with the Trust Operations Manager · Technology and Systems Management: Oversee trust systems, upgrades, testing, data integrity, and reporting.

· Client Service: Support Trust Officers and resolve operational issues while maintaining confidentiality.

· Understand and support all BSA/AML responsibilities as applicable to the position as well as consistently, accurately, and timely carry out these responsibilities in compliance with the Bank's internal policies · Perform other related work and duties as assigned Education and/or Experience · Bachelor's Degree in Finance or an equivalent combination of education and directly related professional experience.

· 5-10 years of trust or banking experience required.

· 3+ years supervisory experience required.

· ATOP (Accredited Trust Operations Professional) preferred · CTOP (Certified Trust Operations Professional) preferred.

TECHNICAL SKILLS · Experience using a Trust Accounting System and/or core banking system is preferred, but not required.

· Proficient in using Microsoft Office products including Word, Excel, Outlook · Must be willing to learn new systems and adapt to emerging technologies LANGUAGE SKILLS · Ability to read interpret documents such as procedure manuals and release notes · Ability to write business correspondence, procedures and policies using proper grammar and accurate sp...