Trust Operations Associate III

This job was posted by https://www.kansasworks.com : For more

information, please see: https://www.kansasworks.com/jobs/13564727

Hours

• Standard 8-hour day: Core hours are from 8:00 am to 3:00 pm, with
  
  

flexibility to work 8:00 am-5:00 pm or 7:00 am and 4:00 pm

• Additional days, hours, and overtime may be required during periods
  
  

of high transactional volume

Role

The Associate serves as the key liaison between the Trust Department and

the Trust Operations team and is primarily responsible for new account

setup, account maintenance (including account closures), asset

transfer(s), registration, valuation/pricing, and maintenance.

Participation in ongoing continuing education is required for keeping

abreast of industry best practices in Trust Operations. The Associate

serves in a back-up capacity to other departmental positions.

Essential Functions & Responsibilities

• Maintain positive interactions with customers, adhering to
  
  

established service standards

• Handle daily operational duties, including new client account
  
  

openings and closures

• Oversee account authorization, setup, and asset maintenance
• Manage data input and maintenance, including system configurations
• Maintain records of physical assets and facilitate safe deposit box
  
  

access, and reconcile accounts

• Reconcile accounts, ensuring compliance with regulations
• Own and maintain the core Trust Accounting System setup
• Facilitate various financial processes, including CD Maturity
  
  

notifications

• Create and maintain departmental templates/forms
• Streamline processes for efficiency and profitability, providing
  
  

input to enhance operations

• Produce monthly fee invoices and mail to clients
• Oversee asset transfers for new and closing accounts
• Update asset prices per statement
• Update date of death values
• Please note this description is not designed to cover or contain a
  
  

comprehensive listing of activities, duties, or responsibilities that

are required of the employee for this job. Duties, responsibilities, and

activities may change at any time with or without notice.*

Requirements

**Experience:**

• Familiarity with Microsoft Excel is preferred
• Previous trust operations and banking experience or in a similar
  
  

setting, preferred

Education

• High school diploma or equivalent required
• Bachelors degree in business or related field preferred
  
  

Licensure

Upon hire, successful completion of various Schools of Trust may be

Required

**Skills & Abilities:**

• Ability to read and understand technical system instructions, rules
  
  

and regulations

• Excellent organizational skills, including the ability to prioritize
  
  

work

• Willingness to establish and maintain effective working
  
  

relationships through a high level of interpersonal skills

• Exceptional communication skills, both written and verbal, that can
  
  

be demonstrated with internal and external clients

• Strong personal drive and initiative, demonstrated work ethic, and
  
  

ability to work independently and as a team

• Ability to manage multiple projects simultaneously and handle a
  
  

heavy volume of work

• Ability to solve practical problems and deal with multiple variables
  
  

in situations with limited guidance

Competencies

• Adherence to CoreFirst Values: Respect, Communication, Integrity,
  
  

Initiative, and Accountability. A secondary focus on internal and

external Customers, Compliance, Ethics, Perseverance, and Time

Management is also essential.

• Detail-oriented with a high level of accountability for accuracy and
  
  

completion of responsibilities

• Intermediate Tier Microsoft Office - Excel skill (pivot
  
  

tables/charts, nested logical/IF formulas, multiple criteria

lookups, arrays)

• Career-minded, willing, and with a personal desire to achieve the
  
  

next level

**Preferred Competency**

• An in-depth understanding of applicable Trust Company regulations
  
  

Physical Requirements

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.

While performing the duties of this job, the employee is regularly

required to talk or hear. The employee is frequently required to sit,

stand, and walk. Some light physical effort is required.

Travel

Travel is primarily local during the business day, although some local

evening and weekend travel may be expected.

Work Environment

This job operates in a professional office environment. This role

routinely