Summary:
This position is a full-time position for the trust operations department in Belle Fourche. This position will be responsible for posting customer income timely and accurately for all trust department branches.
Trust Operations Essential Duties & Responsibilities:
- Use Excel, Word, Outlook and Adobe
- Review and post income daily via ACH, mail and wire
- Review and update customer investment assets
- Ensure customer investment statements are received in a timely manner
- Maintain dual control functions
- Daily reconcilement of custodied trust assets
- Review statements posted by other trust operations staff to ensure they are accurate
- Answer incoming calls, transfer calls and take messages when necessary
- All other duties as assigned
Qualifications:
- Strong communication skills
- Attention to detail, accuracy and organization
- Ability to remain discreet about confidential customer information
Education/Experience:
- High School Diploma or Equivalent
The duties described above are the general nature and level of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Supervisors or managers may ask job incumbents to perform other duties as needed and/or required.
Management has the right to revise this position description at any time. The position description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
EOE AA M/F/Vet/Disability
Summary:
This position is a full-time position for the trust operations department in Belle Fourche. This position will be responsible for posting customer income timely and accurately for all trust department branches.
Trust Operations Essential Duties & Responsibilities:
- Use Excel, Word, Outlook and Adobe
- Review and post income daily via ACH, mail and wire
- Review and update customer investment assets
- Ensure customer investment statements are received in a timely manner
- Maintain dual control functions
- Daily reconcilement of custodied trust assets
- Review statements posted by other trust operations staff to ensure they are accurate
- Answer incoming calls, transfer calls and take messages when necessary
- All other duties as assigned
Qualifications:
- Strong communication skills
- Attention to detail, accuracy and organization
- Ability to remain discreet about confidential customer information
Education/Experience:
- High School Diploma or Equivalent
The duties described above are the general nature and level of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Supervisors or managers may ask job incumbents to perform other duties as needed and/or required.
Management has the right to revise this position description at any time. The position description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
EOE AA M/F/Vet/Disability
