At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.
Job Summary: Open, assemble, log and deliver all incoming mail including facsimile communications. Monitor group email boxes and deliver items timely to appropriate team. Import and process employer payroll data and contributions into the Relius recordkeeping system and reconcile data processed by the recordkeeping system to data provided by the employer. Maintain Department log detail. Implement functionalized trading and posting as assigned. Organize and input approved distribution/withdrawal requests, payment detail and tax coding for 1099-Rs. Review and process participant distribution and withdrawal requests as requested. Generate and assemble loan paperwork, loan checks or ACH paperwork and loan reports for participant loans and file in an electronic file. Post loan payoffs. Initial contact for CSR questions. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.
Essential Functions:
- All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.
- Responsible for incoming and outgoing mail, facsimile transmissions and email communications received in group email boxes.
- Upload and process employer payrolls in an efficient and accurate manner.
- Maintain log detailing status of employer payrolls, contributions, distributions, etc.
- Process distribution and withdrawal requests.
- Other duties include completing tasks assigned by Team Leader or Senior Administrators.
Education and Experience: High school diploma or equivalent with one-year general clerical experience a must. Prior experience in third party administration business or participant recordkeeping business a plus.
Required Skills and Knowledge: Requires ability to use and understand Microsoft Excel, excellent organizational and analytical skills, detail-oriented, and a high degree of communication and customer service skills. Must have the ability to multi-task and manage competing deadlines.
Required Licenses and/or Certifications: None.
Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.
Working Conditions: Normal office conditions.
This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.
INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
