Position Summary
The Trust Service Support Specialist will work with Wealth Management Advisory, Middle Office, Tax, Compliance, and Investments completing various back office operational functions to process all aspects of the client accounts.
In addition, this position may work directly with other bank departments, outside money managers, or brokerage firms.
Duties & Responsibilities
Possess a moderate understanding of general aspects of the job, works under the close direction of senior personnel in the functional area to effectively :
- Process asset receipts, asset deliveries, asset adjustments, class action suits, CD purchases and redemptions, ACH transactions, cash receipt transactions, and wire transfers.
- Perform bill payment processing, including check-printing functionality and review / sign checks.
- Prepare imaging paperwork, including tax forms, and other various reports.
- Post dividends and interest.
- Reconcile depository positions.
- Balance DDA, internal accounts, and trust transactions.
- Assist with frontline training for Wealth Advisory associates on processes, procedures, and systems.
Education & Experience
Knowledge of :
- Strong oral and written communication skills
- Accounting, data processing systems, and controls
- Trust operating system, policies, and procedures
Ability to :
- Multi-task and work independently
- Maintain confidentiality of customer information
- Take more than normal care to prevent loss to the organization
- Perform duties under frequent time pressures
Education and Training :
- High School diploma and / or up to 1 year related work experience - required
- Related experience to include a focus within : operations, banking, or trust administration
- Brokerage or Trust industry experience preferred.
- Requires knowledge of Microsoft Office
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets.
Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.
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