Summary

Works with trust officers in the administration of trusts, estate settlement, guardianships, individual retirement, investment agency, and custodial accounts. Performs tasks related to the operation of the department such as helping to receive and direct clients, file maintenance, preparation of reports, and assisting with department events.

Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Works in accordance with organization’s values.

Essential Duties and Responsibilities include the following:

• Administers on-going account relationships, including grantor trusts, guardianship estates, irrevocable trust, special needs trusts, investment management and custody accounts.
• Open and close account files in accordance with department policies and procedures.
• Prepare client profiles and investment policy statements.
• Gather all assets and work with operations group to transfer and book assets.
• Advise assigned portfolio manager as to cash needs, plans of distribution and investment objectives during the period of administration.
• Administer smaller, less complex relationships independently. Work with trust officers on more complex relationships.
• Process non-recurring disbursements and deposits with proper coding.
• Prepare guardianship accountings pursuant to county standards.
• Communicate with clients.
• Greet visiting clients and professionals as needed and assist in the organization of departmental events.
• Other duties and projects as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s degree or equivalent recommended. Two years’ trust experience preferred, but not required. Educational or employment background in trust, law, banking, finance, or related field desirable.

Language Skills

Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write and comprehend simple instructions, short correspondence, and memos.

Mathematical Skills

Requires ability to perform basic mathematical calculations; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Must be goal oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals.

Computer Skills

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank related programs.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Reliable transportation required for travel between multiple office locations.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here: https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf