Old North State Trust Employment Opportunity-Trust Administrator

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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