What are the responsibilities and job description for the Senior Trust Administrator- Mission Trust position at Notre Dame Federal Credit Union?
Brief Description
PRIMARY FUNCTION:
The Senior Trust Administrator is an integral member of Mission’s Trust Administration and Client Advisory Team. The Senior Trust Administrator works directly with Trust Officers to assist in the administration of fiduciary, investment management, and custodial accounts in accordance with Mission’s policies and procedures.
ESSENTIAL DUTIES & RESPONSIBILITIES:
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the Core Values of the Credit Union and Mission in a positive manner. The essential duties and responsibilities include the following; however other duties may be assigned as needed.
QUALIFICATION REQUIREMENTS:
The Senior Trust Administrator is an integral member of Mission’s Trust Administration and Client Advisory Team. The Senior Trust Administrator works directly with Trust Officers to assist in the administration of fiduciary, investment management, and custodial accounts in accordance with Mission’s policies and procedures.
LANGUAGE SKILLS:
A qualified individual must be able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. This position will require the ability to write reports, business correspondence, and procedure manuals and strong communication skills are necessary to effectively present information and respond to questions from groups or managers, the Board of Directors, and other various groups.
MATHMATICAL SKILLS:
This position will require the ability to add, subtract, multiple, 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:
A qualified person must be able to solve analytical practical problems and to deal with a variety of concrete variables in situations where only limited standardization exists. Also, the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form will be required. Familiarity with Microsoft Excel, Office, and Access.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by a partner 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 individual is regularly required to use hands to finger, handle or feel objects, tools, or controls and talk and hear. The individual frequently is required to walk and sit. The individual is occasionally required to stand, reach with hands and arms, and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. The individual must occasionally lift and/or move up to 15 pounds.
MENTAL DEMANDS:
The individual is frequently required to use alertness, precision, resourcefulness, problem solving, number, persuasiveness, auditory perceptions, memory, creativity, concentration, judgement, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing, and analyzing.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those a partner encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet to moderate.
REGULATORY COMPLIANCE & CONFIDENTIALITY:
Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also, this position requires maintaining confidentiality regarding non-public information about our members, Mission Management & Trust Company, and Notre Dame Credit Union.
This job description does not imply that these are the only duties, including essential functions, to be performed by the individuals occupying this position. In addition, this job description is not an employment contract. The employment relationship with the individuals occupying this position remains “at will”.
Summary
Notre Dame Federal Credit Union humbly began in 1941 as a conversation between two professors from the University of Notre Dame. Now, over 75 years later, we have grown into a national, award-winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets to this success. We strive to make great things happen for our members and partners by changing one life every day. If you share that same passion for making an impact on someone’s life, you should apply to join the Notre Dame FCU family.
PRIMARY FUNCTION:
The Senior Trust Administrator is an integral member of Mission’s Trust Administration and Client Advisory Team. The Senior Trust Administrator works directly with Trust Officers to assist in the administration of fiduciary, investment management, and custodial accounts in accordance with Mission’s policies and procedures.
ESSENTIAL DUTIES & RESPONSIBILITIES:
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the Core Values of the Credit Union and Mission in a positive manner. The essential duties and responsibilities include the following; however other duties may be assigned as needed.
- Account Administration:
- Assist Trust Officers in the management of accounts to ensure that all objectives are met and are consistent with governing documents, fiduciary administration principles, and legal standards;
- Assist Trust Officers with the day-to-day administrative activities related to fiduciary, investment management, and custodial accounts;
- Assist Trust Officers in the coordination and maintenance of operational functions for accounts;
- Assist Trust Officers with account openings, account onboarding, and account closings;
- Prepare and maintain documentation, status reports, and annual reviews on accounts;
- Assist Trust Officers to provide sound, relationship-based solutions to account related problems;
- Support Trust Officers with client contact and relationship management;
- Assist Trust Officers to coordinate with client’s existing professional and personal team, including attorneys, tax professionals, powers of attorney, and care managers;
- Support Trust Officers with business development efforts.
- Other Administrative Duties:
- Attend monthly Trust Administrative Committee meetings;
- Maintain client files in accordance with Mission’s documentation standards and established retention policy;
- Serve as back up to other Mission staff for office duties;
- Other projects and duties as assigned by management.
QUALIFICATION REQUIREMENTS:
- Bachelor’s degree, Paralegal or CTFA certification required.
- Fiduciary, paralegal or trust administration experience preferred.
- Must be detail oriented, have strong organizational skills, and the ability to meet deadlines.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office, including Excel, Outlook and Word, and the aptitude to use other computer programs as required.
- Ability to work independently and in a team environment.
- Project related travel to Tucson or Phoenix offices, as necessary.
The Senior Trust Administrator is an integral member of Mission’s Trust Administration and Client Advisory Team. The Senior Trust Administrator works directly with Trust Officers to assist in the administration of fiduciary, investment management, and custodial accounts in accordance with Mission’s policies and procedures.
LANGUAGE SKILLS:
A qualified individual must be able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. This position will require the ability to write reports, business correspondence, and procedure manuals and strong communication skills are necessary to effectively present information and respond to questions from groups or managers, the Board of Directors, and other various groups.
MATHMATICAL SKILLS:
This position will require the ability to add, subtract, multiple, 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:
A qualified person must be able to solve analytical practical problems and to deal with a variety of concrete variables in situations where only limited standardization exists. Also, the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form will be required. Familiarity with Microsoft Excel, Office, and Access.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by a partner 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 individual is regularly required to use hands to finger, handle or feel objects, tools, or controls and talk and hear. The individual frequently is required to walk and sit. The individual is occasionally required to stand, reach with hands and arms, and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. The individual must occasionally lift and/or move up to 15 pounds.
MENTAL DEMANDS:
The individual is frequently required to use alertness, precision, resourcefulness, problem solving, number, persuasiveness, auditory perceptions, memory, creativity, concentration, judgement, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing, and analyzing.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those a partner encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet to moderate.
REGULATORY COMPLIANCE & CONFIDENTIALITY:
Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also, this position requires maintaining confidentiality regarding non-public information about our members, Mission Management & Trust Company, and Notre Dame Credit Union.
This job description does not imply that these are the only duties, including essential functions, to be performed by the individuals occupying this position. In addition, this job description is not an employment contract. The employment relationship with the individuals occupying this position remains “at will”.
Summary
Notre Dame Federal Credit Union humbly began in 1941 as a conversation between two professors from the University of Notre Dame. Now, over 75 years later, we have grown into a national, award-winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets to this success. We strive to make great things happen for our members and partners by changing one life every day. If you share that same passion for making an impact on someone’s life, you should apply to join the Notre Dame FCU family.