Trust Administrator

Job Description

Job Description

Salary : Negotiable

TRUST ADMINISTRATOR

Job Summary : Assist one or more Account Officers with the day-to-day administration of trust client relationships and new business development. Must be interested in trust industry training. Job included answering telephone calls, greeting guests, and mail processing.

Salary : Competitive salary based on experience.

Benefits : Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k) / Profit Sharing Plan

Hours : 8 : 30 a.m. - 4 : 30 p.m.

Locations : In-person, downtown Lawrence office

Type of job : Full-time; salaried; non-exempt.

Requirements / Attributes :

A Commitment to TCKs Team Culture

A Commitment to Team Success over personal success, WE NOT ME

A Commitment to TCKs focus of providing an elite client experience

A strong work ethic

Trust, legal, banking, or accounting experience preferred.

Word / Excel proficiency required.

Bachelors degree preferred.

Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required.

Personal cell phone required for multi-factor authentication for software access.

Ability to lift standard file boxes (approximately 35 pounds) required.

Administrative Tasks (not inclusive) :

Answer main telephone line and direct calls appropriately; Greet walk-in clients, vendors, and referral sources-connect them with internal staff; Collect and proceds daily mail; Receive deliveries from UPS, FedEx, and other delivery services; Prepare daily remote bank deposits and provide information to Operations

Prepare for client and prospect meetings

Open and close accounts within trust accounting software and ongoing account maintenance

Transfer documentation for IRAs or transfer instruction letters for various account types

Customer relationship management maintenance

Trade processing

Bill paying-approve for processing

Distribution or Contribution Memos-prepare for processing

File creation for original documents (Trusts, Wills, etc.); Filing & / or scanning of various documents

Account Annual Reviews, Open / Closed and Interim Reviews

Completion of life insurance claim documents; submit savings bonds for redemption

Unique Assets tasks / Errands / Off-site duties requiring physical presence of employee(s)

Assist marketing department with special projects and mailings

Provide exceptional service to clients and referral sources

Work with sales team to achieve annual team new revenue goal

Software Usage :

MAUI (Trust accounting)

ACT! (Customer Relationship Management)