Description
Position Purpose:
This position is responsible for performing the operations functions for the department and is expected to be knowledgeable about the trust accounting system, general trust accounting principles, compliance with trust documents, and investments. Absent an existing, working knowledge of Trust operations, the candidate must have a strong desire to learn.
Responsibilities:
* Responsible for providing support to the Trust Operations Manager, Trust Officers, and other members of senior management.
* Handle projects and tasks that may be of a complex and/or confidential nature.
* Become proficient on the proprietary software system for Trust Operations.
* Maintain confidential client and company files in accordance with our written policies and procedures.
* Manage bill paying system ensuring all bills are paid through online system, set up new scheduled deposits and disbursements as needed, and process and post incoming ACH and checks.
* Assist with printing and mailing of statements and sending electronic files to vendors.
* Reconcile various types of accounts, perform daily audits, and settlement and cash reconciliation.
* Maintain an open line of communication. Keep supervisor and co-workers informed to increase cooperation, avoid conflict, and eliminate “surprise" situations.
* Exercise discretion and make sound decisions by reasoning through problems, reviewing alternative solutions, and modifying decisions when necessary.
* Provide support by assisting co-workers and other departments with customer needs and requests.
* Perform other tasks requested by supervisors as they relate to BRB Trust and the BRB Financial Group, its civic duties, and functions.
* Adhere to established standards of conduct, corporate policies, procedures, and regulations, including always presenting a professional appearance and decorum.
* Other duties as assigned.
* Create value for the bank and its employees.
* Be a good teammate.
* Live our core values.
Organizational Relationship:
This position reports to the SVP - Managing Director of Trust.
Position Administration:
Job Code: Administrative Support Worker
FLSA: Non-Exempt
Requirements
Education and Certifications:
* High School Diploma or Equivalent.
Skills:
* 1-2 years' experience in a professional environment.
* Demonstrate strong analytical and math skills, organizational skills, and customer service skills.
* Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook).
* Knowledge of banking principles and regulations.
* Strong decision-making/problem resolution skills.
* Effective verbal and written skills to effectively communicate in the English language required.
* Experience within Banking or similar field.
Abilities:
* Ability to learn bank programed software.
* Ability to build and maintain relationships with accounts while providing exceptional customer service.
* Ability to work all branch hours, remote or in office, including weekend and evenings.
* Ability to work within a team environment.
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
* Ability to deal directly with the public, on the phone or face to face, following the Bank’s Customer Service Standards.
Preferred Qualifications:
* Trust or Investment Services experience.
* Law office experience, legal training or familiarity with legal terminology used in estate and trust documents.
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