Trust Sales/Support Assistant

Job Description

Trust Sales / Support Assistant

Classification: Non-Exempt

Reports to: Trust Administrator III or Trust Operations Manager

Summary/Objective

The Trust Sales/Support Assistant is responsible for departmental Board Governance in addition to client service and sales support of Trust Administrators and Portfolio Managers.

Primary Functions

1. Board Governance and Departmental Responsibilities

• Responsible for preparation of monthly Oversight and Directors board materials


• Assist with Audit preparation - gathering requested data and report generation


• Monitor daily balancing of Trust Accounting System and reconcilement of general ledger and custody accounts


• Upload/Download files for performance calculations, OFAC screening and securities corporate actions

2. Client Service

• Prepare client and prospect presentations / proposals


• Create and prepare reports for institutional client board meetings


• Manage client correspondence


• Prepare, organize and retain client account documents including opening and closing accounts


• Process distributions and establish recurring transactions


• Coordinate transfer of assets


• Monitor and process client IRS Required Minimum Distributions for clients


• Prepare, compile and maintain client account information for annual tax reporting


• Responsible for client account tax payments


• Client relations - marketing gifts and department supplies


• Support Trust Administrators/ Portfolio Managers as necessary

3. Administration

• Answer telephone calls


• Process and manage mail


• Schedule appointments

Secondary Functions

1. Serve as backup for Trust Operations Specialist

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Physical Demands

1. Prolonged periods working at a desk

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Travel

No travel is expected for this position.

Required Education, Experience, and Skills

1. High School Graduate or GED.


2. Effective time management and organizational skills.


3. Effective interpersonal skills.


4. Excellent computer skills, proficient in Microsoft Excel, Word and Power Point.


5. Strong verbal and written communication skills.


6. Must be able to work alone or in a team environment.


7. Ability to manage confidential information.


8. Proven ability to read, interpret a variety of documents and reports, including statistical information.


9. Must have a professional appearance and manner.

Preferred Education and Experience

1. Post High School education or 2 years of related experience.


2. Experience in the banking industry.


3. Experience in Accounting or Bookkeeping.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.