Liberty National Bank's Wealth Management Division located in downtown Sioux Falls, SD is seeking a Trust Operations Assistant that is hard working, detail-oriented, and motivated. This position will report to the Trust Operations Manager. Duties & responsibilities include:
- Accomplishing daily functions of the Wealth Management Operations Department as assigned, including data input and daily balancing; clerical duties; preparing checks and handling internal and external funds transfers, receipts and distributions; posting various types of transactions and verifying the accuracy of same; account updates and maintenance; processing/mailing periodic account statements; reconciling general ledger accounts; assisting with year-end tax reporting requirements; maintaining account files; adhering to department policies and procedures; and miscellaneous duties as assigned.
- Assist the Trust Officers with administrative activities and projects as assigned.
Trust Operations Assistant qualifications and skills include:
- Prior wealth management operations experience or minimum 2-year Associates Degree.
- Knowledge of bookkeeping/accounting principles a plus but not required.
- Proficient with Word, Excel & Power Point.
- Very organized.
- Attention to detail, and protecting confidentiality, is a must.
- Flexible to changing needs.
- Ability to handle multiple tasks at once & spot various operational or administrative issues & resolve with the assistance of the Operations Manager.
- Possess the ability to perform both independently and as a team.
- Possess excellent oral & written communication skills.
Benefits include paid personal & vacation time, life, disability, health & dental insurance, competitive 401(k) plan & paid Federal Reserve holidays. Hourly wage is commensurate with experience.
Hours are typically Monday - Friday 8:00 am - 5:00 pm.
At Liberty National Bank our customers are our number one priority. We are looking for someone to fill an important position within our growing Wealth Management Division.
Job Type: Full-time
Work Location: In person
