<p>Equal Opportunity Employer</p> <p>Trust Administrative Assistant 2</p> <p>Non-Exemp/Full-time</p> <p>Summary Description</p> <p>Assists Trust Officers with administrative responsibilities, including primary contact with clients, attorneys and CPA's. Backup contact for prospective clients. Provides operational support including preparation of customer correspondence and internal reports.</p> <p>Essential Functions</p> <ul> <li>Engages in substantial written, telephone and personal contact with trust clients, new business prospects, other bank representatives, attorneys, CPA's, and insurance agents </li><li>Receives and processes or redirects all incoming correspondence and most incoming telephone communication </li><li>Access, inputs and retrieves client and account information utilizing the trust system </li><li>Requests specialized reports from system to assist with account administration </li><li>Coordinates preparation of outgoing correspondence and internal memorandums through word processing spreadsheets or other methods </li><li>Initiates and prepares input forms for disbursements by check, ACH or wire as requested </li><li>Prepares for, and often participates in, proactive client contact regarding account administration and client needs and desires. </li><li>Maintains filing system for accounts along with processing all mail incoming and outgoing for the branch assigned </li><li>Prepares new account packages for all account, trust, agency, IRA, etc </li><li>Follows up and verifies accuracy of new accounts set up </li><li>Coordinates receipts and distributions from accounts </li><li>Coordinates receipts and distributions of securities and cash on books of accounts. Monitor accuracy and timeliness of account cash receipts and disbursements, with particular attention to correct tax and transaction coding </li><li>Prepares and monitors insurance claims for estates and clients where appropriate </li><li>Prepares and files appraisals and periodical and final settlements in Probate Court for estate accounts </li><li>Researches and assists administrative officer in completion of annual investment review of accounts, annual real estate reviews, and compiling information and data for management reporting and internal and external bank examination inquiries </li><li>Assists in training of new assistants and administrative officers on company policies and procedures and specific account and client relationships </li><li>Prepares and maintains follow up correspondence and assists officers in the follow up functions for new business development </li><li>Adherence to all regulatory compliance policies and procedures </li></ul> <p>Position Requirements</p> <ul> <li>High school degree or G.E.D. required. </li><li>Three to five years trust experience. </li><li>Work is generally performed indoors in environmentally controlled conditions </li><li>Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work </li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions </li></ul> <p>Critical Skills / Expertise</p> <ul> <li>Strong attention to detail. </li><li>Computer proficiency: word, excel, access, accounting software </li><li>Excellent understanding of trust accounting. </li><li>Excellent written and oral communication skills. </li></ul>