Trust Administrator 2

At Community Financial System, Inc. (CFSI), we provide friendly, personalized, high-quality financial services and products through our retail division, Community Bank, N.A., which operates over 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. In addition to retail banking, we offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. We are committed to our employees with competitive compensation, great benefits, and professional development opportunities.

Responsibilities

As an integral member of the ClearPoint Trust Department, this position provides support for trust and investment services to customers, ensures compliance with operating policies and procedures, and maintains appropriate records and reports.

• Provides support to trust officers and other personnel in delivering trust services, including various fiduciary account types.
• Delivers quality service to both internal and external customers.
• Coordinates work tasks with other departments to ensure smooth information flow.
• Complies with established operating policies and procedures to maintain controls and support regulatory adherence.
• Communicates with management and staff to integrate goals and activities.
• Responds to inquiries and requests from bank personnel, customers, and others within established policies and time frames.
• Maintains appropriate records and provides assigned reports.
• Assists in the administration of fiduciary accounts, including:
  • Accurately documenting and coding trust account transactions.
  • Reviewing legal documents to assist in setting up accounts.
  • Arranging meetings with customers or other interested parties.
  • Assisting in the collection, appraisal, safekeeping, disposition, and accounting for property as per fiduciary agreements.
• Maintains awareness of changes in legal requirements affecting fiduciary account administration.
• Prepares and maintains status records and reports on fiduciary activities, including tax, regulatory, and other governmental forms.
• Performs other related duties as assigned.

Qualifications

Education/Training:

• B.S. or B.A. degree in a related field of study preferred.
• Specialized trust education and training or legal paraprofessional experience.
• All applicants must be 18 years of age or older.

Experience:

• Minimum of four (4) years of related business office experience.

Skills

• Strong attention to detail and proven organizational and analytical skills.
• Ability to prioritize and work effectively under time constraints.
• Strong personal computer skills, including proficiency in Excel.
• Proficient reading, writing, grammar, and mathematical skills.
• Proficient interpersonal relations and communicative skills.

Benefits

• 11 paid holidays
• Paid vacation
• Medical, Vision, and Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts

Pay

Minimum USD $21.75/Hr. Maximum USD $30.50/Hr.

Schedule

40 hours/week

Physical Requirements

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities.

• May be required to stand, walk, or sit.
• Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
• May occasionally be required to lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision and the ability to focus.