Trust Operations Assistant

Please Note: This is an in-office position that is located in Springfield, Illinois.

About US:

At INB, a career is more than just a job — it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares — about our customers, our coworkers, and our community. When you join INB, you’re not just joining a workplace — you’re becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day — for our customers and for each other.  

Summary  

INB, N.A. is seeking a highly organized, detail-oriented, and proactive Trust Operations Assistant to support the efficient administration of trust operations. Reporting directly to the Trust Operations Manager, this individual will be responsible for performing a variety of administrative and operational tasks in accordance with the bank’s Trust Policy, internal procedures manual, and applicable OCC regulations. 

Essential Duties and Responsibilities include the following: Other duties may be assigned. 

• Run and distribute daily/monthly reports from various systems.
• Perform various daily/monthly reconciliations.
• Coordinate monthly reporting for the Trust Investment Committee by preparing an agenda, taking minutes, and gathering reports and other data required to comply with OCC and trust policy.
• Prepare input to be entered into the trust accounting system, such as but not limited to new account set-up, closed accounts, batch posting to accounts, check requests, bill paying, processing requests for distribution, wire transfers, ACH Processing, and statement rendering and other types of file maintenance.
• Process ACH CD, Federal Reserve interest payments, and Fidelity Mutual Fund Dividends by comparing Fed, ACH, and Fidelity reports to the trust accounting system to release for posting.
• At the direction of the Operations Manager and Trust Officer/Administrators, enter buys and sells to the Trust Accounting system and various other platforms. 
• Order supplies, sort and distribute mail, scan bills/invoices, and other documents to the client’s electronic file.
• Provide support to trust officers/administrators. Cross-train and provide back-up in all areas of trust operations.
• Other duties as assigned.

Supervisory Responsibilities   

This job has no supervisory responsibilities. 

Qualifications 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience   

High School degree or equivalent required. Two years of administrative and/or operations background in trust preferred, but not required.

Language Skills   

Requires ability to communicate effectively and clearly (both written and verbal); Ability to read, write, and comprehend simple instructions, short correspondence, and memos.

Mathematical Skills   

Requires ability to perform basic mathematical calculations; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability  

Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Must be goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals.

Computer Skills   

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank-related programs.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary: $ 38,000.00 to $ 45,000.00 annually. Salary will be commensurate with experience 

Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees.  Coverage also is extended to their eligible dependents.  Active employees make premium contributions based on plan selections.  Please click the link below for all benefits that are offered.

https://www.inb.com/Resources/9f1b90c4-905c-4cd7-9dee-afd9937ab37a/INB%20employee%20benefit%20flier%202025.pdf

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions. 

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
Know Your Rights: Workplace discrimination is illegal