What The Role is:

Provide support to Asset Management & Trust Officers, Division Manager, and other staff as needed. Perform administrative and operational tasks required to support the trust division processes. Duties include, but are not limited to: data entry, receptionist, answering telephone, special projects, and other duties. Must project a professional and pleasant image in person, email, and through telephone interaction.

How You Will Make an Impact:

Answer telephones and transfer calls as appropriate in a professional manner.

Respond to emails in a timely and professional manner

Take mail to the mailroom on a daily basis

Prepare packages for USPS/FedEx shipments

Centralization of all account openings to include coordination and review of required documentation and loading account on trust accounting system

Imaging of all new account documentation to create consistency and accuracy of all required regulatory information

Centralization of closing account process

Perform administrative reviews and meet goals on a monthly basis

Complete any assigned OnBase Workflow Queues as forms are received.

Completion of any assigned department reporting

Cross train as a back-up on centralized ILIT (Irrevocable Life Insurance Trust) administration to include receipt of premiums, preparation of Crummey letters, payment of premiums, fee collection, Unique Assets Reviews and Administrative Reviews

Completes administrative tasks accurately and in a timely manner

Works with Internal Operations and External Trust Officers to facilitate proper due diligence on the non client facing functions of Trust administration

Who You Are:

Ability to work well with others in a team environment.

Ability to communicate and maintain a professional manner in conversation with clients, and other Trust personnel. Duties require professional verbal and written communication skills.

Ability to use general office equipment and multi-task job functions.

Ability to reason and make basic decisions unsupervised.

Ability to compose or create routine reports and correspondence.

Highly proficient in Microsoft Office and Google applications: Word, PowerPoint and Excel.

High school diploma or equivalent

Trust and Accounting experience preferred

Detail oriented and able to follow set guidelines

Self starter with the ability to prioritize tasks

Good organizational skills

Excellent written and verbal communication skills

Above average computer and keyboard skills

Working knowledge of Google Suite and Microsoft products