Trust Operations Specialist II

Responsibilities

• Accomplishes day-to-day account administration activities, including deposits and withdrawals of cash and assets, balancing of transactions, and interface functions.
• Coincides support division functions to ensure accurate and timely account activities and maintains current and accurate information on the trust computer/accounting system.
• Administers accounts per policy and procedures, laws and regulations, and governing documents.
• Responds to all internal and external client requests on a timely basis. Independently handles all operational requirements of accounts.
• Completes various memos, reports, balancing functions, and internal and external correspondence, as appropriate.
• Tracks delinquencies and works with the appropriate Trust Officers for resolution.
• Reviews documentation for requirements and compliance.
• Responds to internal and external auditors’, financial institutions’, vendors’ and agencies’ requests verbally and in writing.
• Aids and trains Trust Officers and Trust Specialists to process various types of accounting and securities transactions necessary for the proper administration of trust and custody accounts.
• Works independently to perform complex processing requirements.
• Performs research to resolve problems, initiating corrective actions and following through to ensure client’s satisfaction and to prevent recurrence.
• Aids in establishing and maintaining policies and procedures relative to the department’s function.
• Coincides and participates in testing of system updates, enhancements, conversions, and process improvements.
• Provides back-up support to other department supervisors and managers, internal and external customers, and technical support staff to ensure uninterrupted workflow.
• Performs and coordinates section related projects as required.
• Conducts research and analysis, recommends alternatives, develops task plans, and ensures implementation.
• Keeps informed of current bank policies and procedures, governmental laws and regulations.
• Attends ongoing product training and maintains and develops personal and technical skills relative to the position.
• Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

• College Degree in related field or equivalent work experience.
• At least three years of experience in the financial services area is highly recommended.
• Demonstrated proficiency in the use of a PC/computer based software to include word processing, spreadsheets and database programs.
• Demonstrated written and verbal communications skills.
• Strong research, analytical, and interpersonal skills.
• Demonstrated organizational skills and attention to detail.