Position Title :

Wealth Management & Trust – Administrative Support

FLSA Status :

Non-Exempt, Full-Time

Reports to :

Senior Trust Officer and Compliance Officer

Summary of the Job :

The Trust Administrative Support staff provides administrative support and assistance to department officers and works directly with clients. The staff member is responsible for administrative tasks related to various account types. Tasks include but are not limited to: inputting and verifying transactions, preparing customer correspondence, preparing data and reports for the department.

Essential Functions :

• Assists officers in all aspects of client service and account administration.
• Corresponds with clients, attorneys, accountants, and others as needed regarding accounts and account administration.
• Processes correspondence, files, scans, and performs other specific duties for management.
• Schedules and organizes client meetings and events as well as other meetings and travel for officers, as needed.
• Covers basics of handling mail, answering phones, filing, photocopying, binding, scanning, and refreshments for clients, etc.
• Prepares reports for client meetings and officers, as needed.
• Obtains additional information as needed to complete reports on sensitive or special management communications.
• Perform administrative tasks for various account types including trust, investment, custodian, IRA and employment benefit plan accounts. Tasks include but are not limited to: processing account transactions, scheduling meetings, performing necessary tasks pursuant to ticklers and due dates, annual account reviews, verifying account and cash balances prior to processing distribution requests, and preparing routine customer notices.
• Assists with opening new accounts, including but not limited to preparing documents for signatures, inputting accounts into system, creating files, and scanning documents.
• Assists with closing accounts, distributing funds, and transferring assets.
• Assists with account research and operational issues.
• Performs other functions in the department as assigned by management.
• Maintains confidentiality of all sensitive Bank information.
• Must be able to coordinate with other support staff to make sure there is adequate coverage for phones when Officers are out of the office.

Additional Functions:

• Works significantly with FIS platform and other ancillary subsystems.
• Performs routine duties with minimal supervision using standard practices or procedures.
• Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Participates in proactive team efforts to achieve departmental and company goals.
• Performs other duties as assigned.

Required Education/Experience :

• High school diploma.
• Prefer three or more years of Wealth Management & Trust experience.
• Strong interpersonal, written and verbal skills
• Exceptional organizational, analytical and critical thinking capabilities
• Strong project management skills
• Strong Microsoft Office skills

Necessary Skills :

• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to define problems: collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Prioritize, organize and handle multiple projects simultaneously.
• Ability to work under pressure and meet deadlines.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

• Monday through Friday; 8:00 a.m. – 5:00 p.m.
• Available for overtime as needed.

Travel:

• Minimal overnight travel (up to 10%) by land and/or air.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)