Tax & System Support Associate - Processing Analyst

About the Role

Primarily responsible for the collection, transmission, and validation of system and transactional data for the Wealth and Retirement business unit on a daily basis. Performs work on TrustDesk handling daily balancing and settlement functions with Wealth Management's 3rd party outsourced system vendor. Monitors data quality in accordance with organizational and compliance standards. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in the community and focuses on developing new business relationships while maintaining strict standards of confidentiality.

Responsibilities

• Post transactions, including initiating wires, ACHs, stop payments, and check printing/distribution.
• Handle batch posting, transaction reversals, and outstanding check reconcilement.
• Complete daily balancing and settlement, as well as date of death valuations.
• Serve as administrator for Wealth online banking platform(s) (Portfolio Online).
• Review and generate applicable exception reports related to daily tasks and monitor outstanding items until resolution.
• Prepare monthly entries for Wealth Management.
• Act as the first point of contact for on-site original documentation storage, including deposits, withdrawals, regular audits, and related compliance considerations.
• Assist with preparation of monthly variance analysis supplemental reports.
• Identify opportunities to streamline processes by analyzing inefficiencies, redundancies, and errors to deliver improved outcomes.
• Assist with other middle office duties as needed.
• Work both independently and as part of a team, providing back-up support to the department and participating in special projects.

Requirements

• High School diploma or equivalent required; bachelor’s degree preferred.
• 1 – 3 years of systems operations or data processing experience required.
• Wealth Management and/or Bank Operations experience preferred.

Skills

• Excellent analytical and problem-solving skills.
• Detail-oriented, organized, self-motivated, and able to work in a fast-paced environment.
• Strong commitment to data quality and attention to detail.
• Excellent written and oral communication skills.
• Proficiency in Microsoft applications, including Excel and Word.

Physical Demands

• Extended periods of time spent viewing a personal computer, sitting, standing, and walking.
• Occasional lifting up to 25 lbs.
• Physical demands should be performed with or without a reasonable accommodation.

Working Conditions

Normal office conditions.