Job Purpose
To make a positive long-term contribution to the growth and profitability Trust & Wealth Management by:
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Assisting Trust Officer(s) in providing excellent customer service to internal and external clients.
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Maintaining the quality and integrity of services provided to clients of Trust and Wealth Management.
Key Responsibilities
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Assist Trust Officers/Administrators with administrative duties, including reviewing trust agreements, preparing correspondence, meeting with clients, and responding to client requests.
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Process timely and accurate client deposits, disbursements, and account transactions.
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Open and close accounts in compliance with internal policies and procedures.
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Monitor timely and accurate remittance of client income tax returns and quarterly estimates.
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Verify insurance coverage for trust properties, monitor real estate inspections and appraisals, and maintain appraisal district valuation records.
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Assist with trust reviews by researching information and ensuring all approved changes are updated in the trust accounting system.
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Monitor daily transaction reports and daily cash ledger reports to ensure accuracy.
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Open, date-stamp, and distribute incoming mail.
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Image and file trust-related documents; maintain investment and periodical resource books.
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Process incoming oil and gas revenue checks.
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Perform other job-related duties as assigned.
Minimum Requirements:
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High school diploma.
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Associate’s degree or equivalent professional experience.
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Strong oral and written communication skills.
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Excellent customer service skills.
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Proficient in Microsoft Office and general office equipment.
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Basic knowledge of accounting principles.
Preferred Qualifications:
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Bachelor's degree in Business or related field.
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Familiarity with trust accounting systems.
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Proficiency in word processing and spreadsheet software.
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Experience working in a bank or financial institution.
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Understanding of various banking departments.
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Ability to work independently and collaboratively in a team environment.
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Strong time management, organizational, and interpersonal skills.
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Detail-oriented with strong planning capabilities.
