Trust Operations Associate III- Account & Asset Specialist

Hours:

• Standard 8-hour day: Core hours are from 8:00 am to 3:00 pm, with flexibility to work 8:00 am-5:00 pm or 7:00 am and 4:00 pm
• Additional days, hours, and overtime may be required during periods of high transactional volume

Role:

The Associate serves as the key liaison between the Trust Department and the Trust Operations team and is primarily responsible for new account setup, account maintenance (including account closures), asset transfer(s), registration, valuation/pricing, and maintenance. Participation in ongoing continuing education is required for keeping abreast of industry best practices in Trust Operations. The Associate serves in a “back-up” capacity to other departmental positions.

Essential Functions & Responsibilities:

• Maintain positive interactions with customers, adhering to established service standards
• Handle daily operational duties, including new client account openings and closures
• Oversee account authorization, setup, and asset maintenance
• Manage data input and maintenance, including system configurations
• Maintain records of physical assets and facilitate safe deposit box access, and reconcile accounts
• Reconcile accounts, ensuring compliance with regulations
• Own and maintain the core Trust Accounting System setup
• Facilitate various financial processes, including CD Maturity notifications 
• Create and maintain departmental templates/forms
• Streamline processes for efficiency and profitability, providing input to enhance operations
• Produce monthly fee invoices and mail to clients
• Oversee asset transfers for new and closing accounts
• Update asset prices per statement
• Update date of death values

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Experience:

• Familiarity with Microsoft Excel is preferred
• Previous trust operations and banking experience or in a similar setting, preferred

Education:

• High school diploma or equivalent required
• Bachelor’s degree in business or related field preferred

Licensure:

Upon hire, successful completion of various Schools of Trust may be required

Skills & Abilities:

• Ability to read and understand technical system instructions, rules and regulations
• Excellent organizational skills, including the ability to prioritize work
• Willingness to establish and maintain effective working relationships through a high level of interpersonal skills
• Exceptional communication skills, both written and verbal, that can be demonstrated with internal and external clients
• Strong personal drive and initiative, demonstrated work ethic, and ability to work independently and as a team
• Ability to manage multiple projects simultaneously and handle a heavy volume of work
• Ability to solve practical problems and deal with multiple variables in situations with limited guidance

Competencies:

• Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
• Detail-oriented with a high level of accountability for accuracy and completion of responsibilities
• Intermediate Tier Microsoft Office - Excel skill (pivot tables/charts, nested logical/IF formulas, multiple criteria lookups, arrays)
• Career-minded, willing, and with a personal desire to achieve the next level

Preferred Competency

• An in-depth understanding of applicable Trust Company regulations

Physical Requirements:

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. 

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort is required.

Travel:

Travel is primarily local during the business day, although some local evening and weekend travel may be expected.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other:

• Applicants must pass a drug screen and background checks
• Internal applicants must meet the minimum requirements of their current job and submit a resume via the employee portal

CoreFirst Employment Practices:

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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