What are the responsibilities and job description for the TRUST SUPPORT SERVICES ASSOCIATE position at Careers at Stock Yards Bank & Trust Co.?
As a Trust Support Services Associate, your day will be filled with opportunities to assist in the completion and delivery of processes that are the responsibility of the Wealth Management & Trust Support Services Team. Customer service and cash handling experience combined with math and balancing accuracy skills are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate’s skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
- Responsible for document management processes including but not limited to:
- Check incoming paperwork (original trust documents, original estate planning documents, etc.) and scanning/filing of the same
- Monitor scanning and document queues
- Create or update records with new files and information
- Ship and retrieve closed documents to/from offsite storage vendor
- Follow policies and confidentiality dictations to safeguard data and information
- Duties that support the Support Services Team including but not limited to:
- Process incoming receipts, i.e. tax refunds, real estate income, income on miscellaneous assets, ILIT contributions
- Process outgoing remittances, i.e. amounts due for balance due/estimated taxes, real estate taxes, insurance premiums
- Provide tax information to WM&T staff as requested
- Prepare tax returns/payments due for mailing
- Perform maintenance to data on trust accounting platform
- Other duties and projects as assigned
- Provide office coverage and support in emergency situations
Job Requirements
The successful candidate will have the following qualifications:
- High School Diploma or GED Equivalent; BA/BS preferred
- Proficient computer application skills in word processing and spreadsheets (Word, Excel)
- Self-motivated and dependable
- Ability to learn trust system and new technology
- Professional communication skills, both written and verbal
- Professional grammar, spelling and business writing skills
- Ability to prioritize and organize work
- Ability to function independently in a multi-task environment, as well as part of a team
- Ability to maintain confidentiality
- Must be detail oriented
- Professional appearance and demeanor
Benefits
- 401(k) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer / Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Bank paid Life / AD& D insurance
- Voluntary Life / AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.