Job Title: Trust Administrator
Branch/Department: Lexington, NC Office
Report to: Director of Administration
General Description: Assist in managing the trust administration and distribution processes accurately and promptly, using training and experience to make decisions of sound judgment.
Primary Duties and Responsibilities:
- Regularly interact with prospective and existing clients via phone and email, handling basic inquiries and directing those clients accordingly.
- Handle physical ingoing/outgoing mail
- Post receipts and incoming cash as needed, make deposits for checks/payments
- Prepare/Complete distributions as needed
- Prepare letters, forms, spreadsheets to assist with servicing clients and prospects
- Diligently maintain records and files in an organized fashion
- Verify RMD’s have been completed
- Respond to IRS letters as needed
- Thoroughly track Discretionary Actions for Assigned Trust Officers
- Take full responsibility for opening, maintaining, and closing accounts by assignment
Competencies:
- A personal responsibility for both quality and timeliness of all work
- Communication skills – can listen, speak, and write clearly and effectively
- Confidentiality – demonstrates a clear ability to protect confidential information
- Read and interpret legal/trust documents
- The ability to perform both independently and teamwork
Required Fields:
- Education and experience will be evaluated based on other levels of core competencies
- An extensive familiarity with standard office equipment such as PC’s, scanners, copy machines, Microsoft word and excel
- Ability to work full-time regular banking hours
- Approaches the job in an organized and disciplined manner