Position Summary: The Trust Operations Services Specialist position is an excellent opportunity for a motivated individual to perform a variety of daily operations and customer service functions as well as other duties. Responsibilities of this position include the daily posting and balancing of various portfolios, opening new accounts and providing service to clients through phone and email contact. Essential Functions:
Daily processing and balancing of various portfolios with potential money movement of up to 150 million dollars.
Provide excellent customer service for Trust clients through phone call and email contact.
Complete a daily Federal Withholding reconciliation for Trust Customers.
Open new accounts and make requested changes working closely with department officers.
Complete financial reporting for outside investment managers.
Generate quarterly invoices.
Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training, follow internal processes and controls as required.
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
Regular and reliable attendance is an essential function of this position.
Perform other job-related duties or special projects as assigned.
Qualifications:
Minimum of two to five years accounting, finance or bank operations experience or equivalent college education in related field
Demonstrated proficiency in Microsoft Word and Excel and an ability to learn new software quickly
Customer Service skills
Proven ability to meet strict timelines
Research abilities
Preferred Talents:
Time efficient and deadline driven
Organized
Analytical, accurate and detailed
Problem solver
Effective communicator
Customer service oriented
Self-motivated and independent
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Some sedentary work and occasional lifting and/or carrying up to 20 pounds.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS (https://www.ubt.com/ubt-employment-terms-conditions) BEFORE PROCEEDING WITH YOUR APPLICATION.Equal Opportunity Employer Minorities/Women/Veterans/DisabledPowered by JazzHR