General Summary:
Support the Trust Services Division Director and Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and information. Assist Trust Officers with new account set up and marshalling of assets and management of real estate assets, including insurance. Process client transactional requests for Trust Officers and retrieve and/or create operational reports as needed.
ESSENTIAL DUTIES AND JOB RESPONSIBILITIES -
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Assist with the management of real estate assets, including the placement
of homeowners insurance, triennial inspections and the assembly of real estate packages for purchases of homes for Court Petitions for assigned accounts
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Assist with the administration of assigned trust accounts
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Assist with responses for documentation for HRA/Medicaid for SNT’s
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Assist with annual account reviews of assigned accounts as needed
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Prepare trust account disbursements and discretionary action memos
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Facilitate new trust account openings
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Participate in client meetings and new business meetings as needed
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Oversee and assist with proper supporting documentation for trust client files for disbursements
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Follow bank policies and procedures to mitigate risk
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Answer telephone; take messages, help client if Officer is not available
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Create/retrieve operational reports as needed
EDUCATION, CERTIFICATION, EXPERIENCE:
High School Diploma-
Two years of college preferred
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3+ years of financial services and client handling experience
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2+ years of Trust or brokerage operations experience preferred
KNOWLEDGE, SKILLS, ABILITIES:
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Highly organized and detail oriented
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Excellent written and oral communications skills
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Ability to understand all aspects of trust operations
WORK ENVIRONMENT:
PHYSICAL DEMANDS: None
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
