<p>Summary Description</p> <p>Work closely with the Trust & Wealth Management Division Senior Trust Office and other administrators to independently provide account administration on a variety of account types, including various types of trusts, agency, custody, IRAs and estates. Act within Division's stated policy and relevant guidelines to manage a book of assigned accounts.</p> <p>Essential Functions</p> <ul> <li>Responsible for administration of smaller trust, agency, custody, IRA and estate administration accounts as assigned. </li><li>Access, input, and retrieve client account information utilizing trust accounting system. </li><li>Provide client service through phone, in-person, and email communication with clients. </li><li>Prepare annual Reg-9 reviews for assigned accounts. </li><li>Assist with preparation and filing of estate appraisements and period and final settlements for estate accounts. </li><li>Adherence to regulatory and compliance policies and procedures. </li><li>Accompany and assist Senior Trust Officer and/or Business Development Officer with meeting preparation for existing and prospective clients. </li><li>Assist Senior Trust Officer with special projects as assigned. </li><li>May participate in various community related activities and functions. </li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. </li></ul> <p>Position Requirements</p> <ul> <li>Bachelor's degree in related field (Accounting, Finance, Economics preferred). </li><li>Willingness to complete additional education as assigned. </li><li>Overnight travel may be necessary on a limited basis. </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></ul> <p>Critical Skills / Expertise</p> <ul> <li>Strong attention to detail </li><li>Strong analytical skills </li><li>Computer proficiency: Word, Excel, Access, Accounting software </li><li>Professional image </li><li>Excellent oral and written communication skills </li></ul>