Trust Sales/Support AssistantCitizens National Bank • Meridian, Idaho, United States
Trust Sales/Support Assistant
Citizens National Bank
- Meridian, Idaho, United States
- Meridian, Idaho, United States
À propos
Trust Sales / Support Assistant
Classification:
Non-Exempt
Reports to:
Trust Administrator III or Trust Operations Manager
Summary/Objective
The Trust Sales/Support Assistant is responsible for departmental Board Governance in addition to client service and sales support of Trust Administrators and Portfolio Managers.
Primary Functions
1. Board Governance and Departmental Responsibilities
Responsible for preparation of monthly Oversight and Directors board materials
Assist with Audit preparation - gathering requested data and report generation
Monitor daily balancing of Trust Accounting System and reconcilement of general ledger and custody accounts
Upload/Download files for performance calculations, OFAC screening and securities corporate actions
2. Client Service
Prepare client and prospect presentations / proposals
Create and prepare reports for institutional client board meetings
Manage client correspondence
Prepare, organize and retain client account documents including opening and closing accounts
Process distributions and establish recurring transactions
Coordinate transfer of assets
Monitor and process client IRS Required Minimum Distributions for clients
Prepare, compile and maintain client account information for annual tax reporting
Responsible for client account tax payments
Client relations - marketing gifts and department supplies
Support Trust Administrators/ Portfolio Managers as necessary
3. Administration
Answer telephone calls
Process and manage mail
Schedule appointments
Secondary Functions
Serve as backup for Trust Operations Specialist
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory Responsibility
None
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Physical Demands
Prolonged periods working at a desk
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.
Travel
No travel is expected for this position.
Required Education, Experience, and Skills
High School Graduate or GED.
Effective time management and organizational skills.
Effective interpersonal skills.
Excellent computer skills, proficient in Microsoft Excel, Word and Power Point.
Strong verbal and written communication skills.
Must be able to work alone or in a team environment.
Ability to manage confidential information.
Proven ability to read, interpret a variety of documents and reports, including statistical information.
Must have a professional appearance and manner.
Preferred Education and Experience
Post High School education or 2 years of related experience.
Experience in the banking industry.
Experience in Accounting or Bookkeeping.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Compétences linguistiques
- English
Avis aux utilisateurs
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