Personal Trust And Wealth Management Assistant 2

Position Summary: The Personal Trust and Wealth Management Assistant 2 performs administrative duties including greeting customers via telephone calls, in person, or at their home, completing correspondence and reports, filing, and handling client requests for Trust Officer’s accounts. This level of position administers less complex trusts, estates, individual retirement accounts, and agency accounts without direct supervision of the Trust Officer.
Essential Functions:

• Greet customers via telephone calls, in person, or at their home, and answer routine questions and requests.
• Sort and distribute daily mail, obtain account information related to correspondence, and respond when appropriate.
• Complete correspondence and reports, file, set appointments, and handle client requests for Trust Officer’s accounts.
• Administer the less complex trusts, estates, individual retirement accounts, and agency accounts without direct supervision of the Trust Officer.
• Create account folders, administer accounts as they are opened and closed, and establish account reference files with officers.
• Interact with various businesses and agencies when filing necessary Medicare/insurance claims, nursing home insurance claims, bills or subscriptions.
• Monitor daily operations of trust accounts with the investment officer. Ensures proper asset allocation, responds to customers’ tax and investment questions, and handles excess monies and overdrafts through timely buys and sells as necessary.
• Prepare or assemble necessary income projections, death valuation, and other material required for client and committee meetings.
• Assist with the department’s tax reporting process, which includes informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance.
• Interacts closely with Trust Officer concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department.
• Assist Trust Officer with marketing trust services to prospects and professionals.
• 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 3-5 years trust administrative experience preferred. Applicable work experience may substitute.
• Completion of at least a 2 year college degree preferred.
• Proficient knowledge in Microsoft Office products and in working with other financial software.
• Valid Nebraska Driver’s license.

Preferred Talents:

• Accurate and detailed
• Effective communicator
• Customer service oriented
• Organized
• Time efficient
• Self directed and takes initiative

Working Environment
Indoor work not exposed to outdoor elements or hazards.
Some sedentary work and occasional lifting and/or carrying up to ten pounds.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
_ Equal Opportunity Employer Minorities/Women/Veterans/Disabled_

DiDY7VvqmB

Job Type: Full-time