Trust Administrator

General Summary

Support the Trust Services Division Director and Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and information. Assist Trust Officers with new account set up and marshalling of assets and management of real estate assets, including insurance.

Essential Duties And Job Responsibilities

• Aid in the management of real estate assets, including the placement of homeowners insurance, triennial inspections, and the assembly of real estate packages for purchases of homes for Court Petitions for assigned accounts
• Administer assigned trust accounts
• Assist with responses for documentation for HRA/Medicaid for SNTs
• Prepare trust account disbursements and discretionary action memos
• Facilitate new trust account openings
• Participate in client meetings and new business meetings as needed
• Oversee and assist with proper supporting documentation for trust client files for disbursements
• Follow bank policies and procedures to mitigate risk
• Answer telephone; take messages, help client if Officer is not available
• Create/retrieve operational reports as needed

Education, Certification, Experience

• High School Diploma
• Two years of college preferred
• 3+ years of financial services and client handling experience
• 2+ years of Trust or brokerage operations experience preferred

Knowledge, Skills, Abilities

• Highly organized and detail oriented
• Excellent written and oral communications skills
• Ability to understand all aspects of trust operations

Physical Demands

None

Special Note

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.