Match score not available

Trust Assistant

extra holidays - extra parental leave

Remote:

Full Remote

Contract:

Full time

Salary:

40 - 47K yearly

Experience:

Mid-level (2-5 years)

Work from:

New York (USA), United States

Offer summary

Qualifications:

High School Diploma or GED required., Preferred some college experience., Minimum of two years applicable experience., Proficient in Microsoft Office products..

Key responsabilities:

Assist Trust Officers with trust administration.
Perform customer service tasks related to accounts.

Tompkins Insurance Insurance SME https://www.tompkinsins.com/

51 - 200 Employees

See all jobs

Job description

Overview:

This position location is flexible to work at be located at our Corporate Headquarters office in Ithaca, NY, or Syracuse, NY, or Brewster, NY. Selected candidate must be able to work in the office five (5) days a week.

This position is responsible for assisting Trust Officers with all aspects of trust administration including, new account opening, investment and account review process, discretionary distributions, bill payment, request for checks, transaction activity, marketing and client support. Provide exceptional service to clients in adherence to Company standards, follows policies and procedures to ensure compliance with Company and regulatory requirements.

Responsibilities:

Perform Customer Service related tasks including but not limited to:
- New account set-up.
- Closing of accounts.
- Deposits/Disbursements.
- Account status changes.
- Support officers as follows:
- Prepare portfolio reviews and recommendations for rebalancing.
- Prepare proposals, presentations, and correspondence.
- Review daily cash reports.
- Process Discretionary Distributions from Trusts.
- Process Bill Payments.
- Process and analyze incoming funds in accordance with account agreements and established procedures.
- Respond to and interpret requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
- Scan and organize reports, correspondence, forms, reports, and other client and department information
- Meet with clients as needed
Review, evaluate and monitor accounts as follows:
- Verify that investments are of fiduciary quality and within departmental guidelines.
- Monitor accounts for over-concentration of assets.
- Follow up on account reviews to ensure proper documentation
Assist in the Administration of Estates and Trusts:
- Execute Estate timeline procedures.
- Work with accountants, attorneys, and beneficiaries when necessary.
- Responsible for vault reviews, Real Estate insurance reviews, Life Insurance reviews.
All other duties as assigned.

Qualifications:

High School Diploma or GED. Some college preferred.
Minimum of two (2) years of applicable experience
Detail oriented with organizational skills and ability to prioritize tasks
Strong writing, interpersonal and client service skills
Proficient computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment

Benefits:

Medical
Dental
Vision
401(k) Match
Profit Sharing
Paid Time Off
11 Holidays
Tuition Reimbursement
Free Parking throughout Tompkins Community Bank
Employee Referrals

EEO Statement:

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

For more information, please click here

#communitybank

Pay Range: USD $20.75 - USD $24.50 /Hr.