GENERAL DESCRIPTION OF POSITION
The Senior Trust Assistant is responsible for assisting customers and employees with a variety of trust department related issues. The employee must become familiar with all trust account files. This position handles the administrative duties for trust accounts, including processing distribution requests for beneficiaries. The Senior Trust Assistant assists trust officers with special projects and operations, as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1\. Assists officers with account administration and special projects. This duty is performed daily, about 15% of the time.
2\. Greets and provides assistance to trust customers and visitors in\-person and by phone or email. This duty is performed daily, about 15% of the time.
3\. Process trust checks, deposits and other administrative tasks. This duty is performed daily, about 15% of the time.
4\. Administer distributions to trust beneficiaries and/or participants. This duty is performed daily, about 15% of the time.
5\. Develops proficiency with the Trust accounting system. This duty is performed daily, about 10% of the time.
6\. Responsible for scanning and filing of paperwork and maintenance of account files. This duty is performed daily, about 10% of the time.
7\. Provide support for Trust Department Manager, Senior Trust Officers and Trust Officers. This duty is performed as needed, about 10% of the time.
8\. Maintain confidentiality at all times. This duty is performed daily, about 5% of the time.
9\. Complete required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 5% of the time.
10\. Performs any other related duties as required or assigned. This duty is performed daily.
11\. Regular and good attendance to work. This duty is performed daily.
12\. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
13\. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 3 years related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to effectively communicate information and respond to questions in person\-to\-person and small group situations with customers, clients, general public and other employees of the organization.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Notary Public
SOFTWARE SKILLS REQUIRED
Intermediate: Spreadsheet, Word Processing/Typing
Basic: 10\-Key, Accounting, Alphanumeric Data Entry, Contact Management, Database, Presentation/PowerPoint
RESPONSIBILITY FOR WORK OF OTHERS
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include but not limited to interviewing, hiring and training employees; planning, assigning and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems.
Supervises a small group (1\-3\) of employees in the same or lower classification. Assigns and checks work; assists and instructs as required, but performs same work as those supervised, or closely related work, most of the time. Content of the work supervised is of a non\-technical nature and does not vary in complexity to any great degree.
Supervises the following departments: None
WORKING CONDITIONS
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semi\-repetitive, low physical. Semi\-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; color vision; depth perception; and ability to adjust focus.
ADDITIONAL INFORMATION
- Working knowledge of Trust operations and administration.
- Superior attention to detail.
- Proficiency with Microsoft Office (Excel, Word, Outlook).
- Excellent communication skills.
- Basic knowledge of principal and income accounting.
- Ability to perform multiple tasks and assignments in a changing environment with competing priorities while meeting tight deadlines.