Trust Operations Assistant

North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers. Our Investments & Trust department is seeking a Trust Operations Assistant to join our team! This position is responsible for duties such as client communication reporting, providing back up support to operational and administrative support roles, and supporting and securing future business for the department through relationships with external professional partners. Trust and estate tax experience is a plus.

At North Shore Bank, we offer:

• Competitive pay, depending on experience.
• Comprehensive benefits package.
• A positive, collaborative workplace culture.
• Career development opportunities within our organization.
• Equal Opportunity Employer.

What You Will Do:

• Organize, maintain and manage future business files on behalf of administrators.
• Maintain excellent communication and relationships with external legal and tax professionals. A significant amount of trust, diplomacy, confidentiality, professionalism and tact are required through all forms of communication.
• Prepare client statements (paper and web) and communication reporting.
• Client portal management which may include set up, troubleshooting, password reset, etc.
• Answer phones, grant entry access to clients in through secure doors, then greet and seat them.
• Stock and organize conference rooms and public areas in department area.
• Provide backup support and cross-train with operational positions to develop and maintain the skills necessary to independently perform functions associated with disbursements, receipts or investments.
• Perform routine core system account review and maintenance of transactions, overdrafts, etc.
• Perform other duties and projects as assigned

What We’re Looking For:

• Associates degree in Accounting, Finance or related field; experience in lieu of degree will be considered. Position title based on level of experience and education.
• Excellent communication skills
• Confidentiality
• Very strong attention to detail, accuracy and organization
• Inquisitive, resourceful and enjoys research and problem solving
• Self-starter and willingness to learn
• Works well independently, but able to take direction in a team department environment

Benefits:

• Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance
• 401(k) with Employer Match and Profit Sharing
• Paid Time Off, Personal Days, Flex Time, Volunteer Hours & Bereavement leave
• Paid Holidays
• Employee Perks
• Fun and friendly family-owned work environment
• $40,000-$46,000, depending on experience.

Job Type: Full-time

Pay: $40,000.00 - $46,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $40,000 - $46,000