Role and Responsibilities:

1. Responsible for working with designated officer(s) effectively including coordinating meetings and appointments.
2. Prepares all opened and closed account documentation to ensure completeness, accuracy, and timeliness ensuring compliance with all policies and procedures.
3. Follows up with customers, trust officers, operational team, and other professionals, as well as prepares routine correspondence to beneficiaries, vendors, professional partners, and IRS.
4. Inputs Trust Committee decisions, approvals, and code changes into the trust accounting system, as well as the appropriate Trust department logs.
5. Responds to customer inquiries, researches and resolves complex account issues as needed.
6. Responsible for account file set up and maintenance.
7. Responsible for generating account statements as well as annual review for designated trust officer(s).
8. Researches Estate Administration Projects as directed by the Trust Officer.
9. Processes bill payments.

1. Sets goals for making referrals to contacts in the community.
2. Completes all training assigned by HR, IT, Compliance, BSA, and supervisor on a timely basis.
3. Has helpful attitude with co-workers and customers.
4. Employee has prompt and regular attendance.
5. Strives to improve the efficiency in his/her work area through cost savings.
6. Performs other duties assigned by supervisor.
7. Follows IT Security Policies and Procedures, including the diligent reporting of phishing emails.

Qualifications and Education Requirements

• Business degree or 5+ years financial industry experience
• Valid driver’s license

Preferred Skills:

• Excellent verbal and written communication skills
• Tact and public relations expertise
• Proficient with Microsoft Office Suite (Excel, Word, PowerPoint)
• Ability to perform Internet research

Physical Requirements:

• Must be able to lift up to 10 lbs.